|
176
|
Wealthfront
Palo Alto,
California
|
$212K
|
+$205K
|
+2,220
|
New
|
|
|
177
|
Weatherly Asset Management
Del Mar,
California
|
$205K
|
+$198K
|
+2,143
|
New
|
|
|
178
|
WBH Advisory
Baltimore,
Maryland
|
$200K
|
+$194K
|
+2,097
|
New
|
|
|
179
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$126K
|
+$278
|
+3
|
+0.2%
|
|
|
180
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$100K
|
+$12.4K
|
+134
|
+15%
|
|
|
181
|
Barclays
London,
United Kingdom
|
$96K
|
–
|
–
|
–
|
|
|
182
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$94K
|
–
|
–
|
–
|
|
|
183
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$80K
|
+$77.2K
|
+834
|
New
|
|
|
184
|
Hefty Wealth Partners
Auburn,
Indiana
|
$77K
|
-$8.42K
|
-91
|
-10%
|
|
|
185
|
Valeo Financial Advisors
Carmel,
Indiana
|
$64K
|
+$62.1K
|
+671
|
New
|
|
|
186
|
YorkBridge Wealth Partners
New York
|
$57K
|
–
|
–
|
–
|
|
|
187
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$38.8K
|
+$37.6K
|
+406
|
New
|
|
|
188
|
Cable Hill Partners
Portland,
Oregon
|
$38K
|
+$37K
|
+400
|
New
|
|
|
189
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$32K
|
–
|
–
|
–
|
|
|
190
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$31K
|
–
|
–
|
–
|
|
|
191
|
BOK Financial
Tulsa,
Oklahoma
|
$30K
|
+$28.7K
|
+310
|
New
|
|
|
192
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$28K
|
+$9.81K
|
+106
|
+58%
|
|
|
193
|
Global Retirement Partners
San Rafael,
California
|
$26K
|
+$21.1K
|
+228
|
+496%
|
|
|
194
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$17K
|
-$59.7K
|
-645
|
-78%
|
|
|
195
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$16K
|
–
|
–
|
–
|
|
|
196
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$13K
|
–
|
–
|
–
|
|
|
197
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$8.61K
|
–
|
–
|
–
|
|
|
198
|
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
|
$7K
|
+$6.48K
|
+70
|
New
|
|
|
199
|
Horan Securities
Cincinnati,
United States
|
$5K
|
–
|
–
|
–
|
|
|
200
|
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
–
|
-$3.55M
|
-39,904
|
Closed
|
|
