|
126
|
Creative Planning
Overland Park,
Kansas
|
$321K
|
-$40K
|
-943
|
-10%
|
|
|
127
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$308K
|
+$9.75K
|
+230
|
+3%
|
|
|
128
|
Poehling Capital Management
Madison,
Wisconsin
|
$291K
|
-$18.4K
|
-433
|
-5%
|
|
|
129
|
Cetera Advisors
Denver,
Colorado
|
$282K
|
-$20K
|
-472
|
-6%
|
|
|
130
|
Parametric Portfolio Associates
Seattle,
Washington
|
$268K
|
-$51.4K
|
-1,212
|
-14%
|
|
|
131
|
|
$255K
|
-$111K
|
-2,628
|
-28%
|
|
|
132
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$255K
|
+$53.8K
|
+1,270
|
+23%
|
|
|
133
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$255K
|
+$291K
|
+6,860
|
New
|
|
|
134
|
Levin Capital Strategies
New York
|
$247K
|
–
|
–
|
–
|
|
|
135
|
Avitas Wealth Management
Los Angeles,
California
|
$246K
|
+$279K
|
+6,588
|
New
|
|
|
136
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$245K
|
-$15.8K
|
-373
|
-5%
|
|
|
137
|
Winfield Associates
Cleveland,
Ohio
|
$244K
|
-$1.94M
|
-45,645
|
-87%
|
|
|
138
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$244K
|
+$277K
|
+6,532
|
New
|
|
|
139
|
HL Financial Services
Louisville,
Kentucky
|
$243K
|
-$882K
|
-20,805
|
-76%
|
|
|
140
|
Circle Wealth Management
Summit,
New Jersey
|
$242K
|
–
|
–
|
–
|
|
|
141
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$241K
|
+$25.3K
|
+596
|
+10%
|
|
|
142
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$240K
|
-$29.8K
|
-703
|
-10%
|
|
|
143
|
Argent Trust Co
Nashville,
Tennessee
|
$236K
|
-$72.1K
|
-1,700
|
-21%
|
|
|
144
|
Northern Trust
Chicago,
Illinois
|
$233K
|
–
|
–
|
–
|
|
|
145
|
Scotia Capital
Toronto,
Ontario, Canada
|
$229K
|
-$136K
|
-3,210
|
-34%
|
|
|
146
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$222K
|
-$60.6K
|
-1,429
|
-19%
|
|
|
147
|
Fidelity Investments
Boston,
Massachusetts
|
$220K
|
-$67.7K
|
-1,597
|
-21%
|
|
|
148
|
Grandfield & Dodd
New York
|
$217K
|
–
|
–
|
–
|
|
|
149
|
Cooper Financial Group
Irvine,
California
|
$215K
|
+$244K
|
+5,750
|
New
|
|
|
150
|
Institute for Wealth Management
Denver,
Colorado
|
$212K
|
+$240K
|
+5,663
|
New
|
|
