|
1101
|
Liberty Wealth Management
Oakland,
California
|
$206K
|
+$193K
|
+3,048
|
New
|
|
|
1102
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$204K
|
-$42.3K
|
-667
|
-18%
|
|
|
1103
|
UMB Bank
Kansas City,
Missouri
|
$204K
|
-$189K
|
-2,979
|
-50%
|
|
|
1104
|
Capital Planning
Bellevue,
Washington
|
$204K
|
+$191K
|
+3,008
|
New
|
|
|
1105
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$203K
|
+$190K
|
+2,995
|
New
|
|
|
1106
|
High Net Worth Advisory Group
Naples,
Florida
|
$203K
|
+$190K
|
+3,000
|
New
|
|
|
1107
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$203K
|
+$190K
|
+2,997
|
New
|
|
|
1108
|
EARNEST Partners
Atlanta,
Georgia
|
$202K
|
-$32.2K
|
-508
|
-15%
|
|
|
1109
|
Gries Financial
Cleveland,
Ohio
|
$202K
|
+$189K
|
+2,981
|
New
|
|
|
1110
|
Financial Engines Advisors
Santa Clara,
California
|
$200K
|
+$187K
|
+2,953
|
New
|
|
|
1111
|
PFG Private Wealth Management
Lutz,
Florida
|
$190K
|
+$1.33K
|
+21
|
+0.8%
|
|
|
1112
|
South Dakota Investment Council
Sioux Falls,
South Dakota
|
$190K
|
–
|
–
|
–
|
|
|
1113
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$189K
|
+$41.3K
|
+651
|
+30%
|
|
|
1114
|
Crewe Advisors
Salt Lake City,
Utah
|
$172K
|
–
|
–
|
–
|
|
|
1115
|
Generali Investments CEE
Prague,
Czech Republic
|
$169K
|
–
|
–
|
–
|
|
|
1116
|
Bogart Wealth LLC
Mclean,
Virginia
|
$161K
|
+$570
|
+9
|
+0.4%
|
|
|
1117
|
Whittier Trust
South Pasadena,
California
|
$160K
|
-$16K
|
-252
|
-10%
|
|
|
1118
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$150K
|
-$63.1K
|
-995
|
-31%
|
|
|
1119
|
Park Square Financial Group
Roswell,
Georgia
|
$147K
|
+$12.8K
|
+202
|
+10%
|
|
|
1120
|
AlphaCore Capital
La Jolla,
California
|
$147K
|
+$137K
|
+2,165
|
New
|
|
|
1121
|
Covestor
London,
United Kingdom
|
$146K
|
+$100K
|
+1,583
|
+272%
|
|
|
1122
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$144K
|
–
|
–
|
–
|
|
|
1123
|
Colonial Trust
Spartanburg,
South Carolina
|
$143K
|
-$3.23K
|
-51
|
-2%
|
|
|
1124
|
Creative Financial Designs
Kokomo,
Indiana
|
$141K
|
+$5.64K
|
+89
|
+4%
|
|
|
1125
|
Matrix Trust Company
Denver,
Colorado
|
$141K
|
+$33.7K
|
+532
|
+34%
|
|
