|
101
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$614K
|
–
|
–
|
–
|
|
|
102
|
L.J. Altfest & Co
New York
|
$594K
|
+$25.7K
|
+485
|
+5%
|
|
|
103
|
Autumn Glory Partners
Dallas,
Texas
|
$589K
|
-$2.6K
|
-49
|
-0.4%
|
|
|
104
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$574K
|
+$2.54K
|
+48
|
+0.4%
|
|
|
105
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$573K
|
-$4.66K
|
-88
|
-0.8%
|
|
|
106
|
Brown Advisory
Baltimore,
Maryland
|
$572K
|
+$144K
|
+2,726
|
+34%
|
|
|
107
|
QP Wealth Management
Eatontown,
New Jersey
|
$568K
|
+$2.38K
|
+45
|
+0.4%
|
|
|
108
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$532K
|
+$5.35K
|
+101
|
+1%
|
|
|
109
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$502K
|
+$502K
|
+9,464
|
New
|
|
|
110
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$491K
|
-$185K
|
-3,496
|
-27%
|
|
|
111
|
Wealthspan Partners
Davenport,
Iowa
|
$483K
|
+$17.9K
|
+338
|
+4%
|
|
|
112
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$482K
|
+$56.2K
|
+1,061
|
+13%
|
|
|
113
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$476K
|
–
|
–
|
–
|
|
|
114
|
Pacific Sun Financial
Los Angeles,
California
|
$476K
|
+$15.9K
|
+300
|
+3%
|
|
|
115
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$474K
|
–
|
–
|
–
|
|
|
116
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$461K
|
+$29K
|
+547
|
+7%
|
|
|
117
|
Verus Capital Partners
Scottsdale,
Arizona
|
$458K
|
+$504K
|
+9,510
|
New
|
|
|
118
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$457K
|
+$9.33K
|
+176
|
+2%
|
|
|
119
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$457K
|
+$71.5K
|
+1,350
|
+18%
|
|
|
120
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$450K
|
+$54.3K
|
+1,024
|
+14%
|
|
|
121
|
United Capital Financial Advisors
Irving,
Texas
|
$439K
|
+$38.1K
|
+719
|
+10%
|
|
|
122
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$435K
|
-$34.2K
|
-645
|
-7%
|
|
|
123
|
LexAurum Advisors
Overland Park,
Kansas
|
$431K
|
+$53
|
+1
|
+0%
|
|
|
124
|
Eaton Vance Management
Boston,
Massachusetts
|
$427K
|
+$291K
|
+5,483
|
+213%
|
|
|
125
|
Moors & Cabot
Boston,
Massachusetts
|
$424K
|
-$9.27K
|
-175
|
-2%
|
|
