|
151
|
Credit Suisse
Zurich,
Switzerland
|
$1.37M
|
-$460K
|
-2,993
|
-25%
|
|
|
152
|
Avantax Advisory Services
Dallas,
Texas
|
$1.3M
|
+$987K
|
+6,416
|
+328%
|
|
|
153
|
Mercer Global Advisors
Denver,
Colorado
|
$1.29M
|
+$332K
|
+2,159
|
+35%
|
|
|
154
|
Tortoise Investment Management
White Plains,
New York
|
$1.26M
|
-$16.5K
|
-107
|
-1%
|
|
|
155
|
TFG Advisers
Auburn Hills,
Michigan
|
$1.25M
|
+$6.61K
|
+43
|
+0.5%
|
|
|
156
|
Webster Bank
Waterbury,
Connecticut
|
$1.18M
|
+$92.3K
|
+600
|
+9%
|
|
|
157
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$1.17M
|
-$19.1K
|
-124
|
-2%
|
|
|
158
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$1.15M
|
–
|
–
|
–
|
|
|
159
|
Van Leeuwen & Company
Princeton,
New Jersey
|
$1.15M
|
-$266K
|
-1,727
|
-19%
|
|
|
160
|
Fisher Asset Management
Camas,
Washington
|
$1.15M
|
+$226K
|
+1,472
|
+25%
|
|
|
161
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$1.12M
|
-$28.6K
|
-186
|
-3%
|
|
|
162
|
AssetMark Inc
Concord,
California
|
$1.11M
|
-$769
|
-5
|
-0.1%
|
|
|
163
|
Litman Gregory Wealth Management
Larkspur,
California
|
$1.11M
|
+$140K
|
+912
|
+15%
|
|
|
164
|
Klingman & Associates
New York
|
$1.07M
|
–
|
–
|
–
|
|
|
165
|
Oliver Luxxe Assets
Gladstone,
New Jersey
|
$1.07M
|
+$13.2K
|
+86
|
+1%
|
|
|
166
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$1.06M
|
-$49.4K
|
-321
|
-5%
|
|
|
167
|
TCF National Bank
Sioux Falls,
South Dakota
|
$1.06M
|
+$246K
|
+1,600
|
+31%
|
|
|
168
|
Mutual Advisors
Omaha,
Nebraska
|
$1.05M
|
-$50K
|
-325
|
-5%
|
|
|
169
|
Mission Creek Capital Partners
San Francisco,
California
|
$1.01M
|
+$923
|
+6
|
+0.1%
|
|
|
170
|
Resource Planning Group
Atlanta,
Georgia
|
$1M
|
+$991K
|
+6,441
|
New
|
|
|
171
|
Forte Capital
Rochester,
New York
|
$994K
|
+$3.54K
|
+23
|
+0.4%
|
|
|
172
|
Evercore Wealth Management
New York
|
$983K
|
-$17.7K
|
-115
|
-2%
|
|
|
173
|
Next Financial Group
Houston,
Texas
|
$981K
|
-$108K
|
-703
|
-10%
|
|
|
174
|
Stifel Financial
St. Louis,
Missouri
|
$960K
|
+$215K
|
+1,401
|
+29%
|
|
|
175
|
Vivaldi Capital Management
Chicago,
Illinois
|
$952K
|
-$185K
|
-1,203
|
-17%
|
|
