|
126
|
Wealthspan Partners
Davenport,
Iowa
|
$639K
|
-$17.9K
|
-257
|
-3%
|
|
|
127
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$639K
|
+$677K
|
+9,708
|
New
|
|
|
128
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$636K
|
+$67.1K
|
+963
|
+11%
|
|
|
129
|
IHT Wealth Management
Chicago,
Illinois
|
$635K
|
+$98K
|
+1,406
|
+17%
|
|
|
130
|
Choreo LLC
Rockford,
Illinois
|
$635K
|
–
|
–
|
–
|
|
|
131
|
International Assets Investment Management
Orlando,
Florida
|
$623K
|
+$665K
|
+9,539
|
New
|
|
|
132
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$596K
|
–
|
–
|
–
|
|
|
133
|
North Star Asset Management
Neenah,
Wisconsin
|
$592K
|
–
|
–
|
–
|
|
|
134
|
Summit Financial
Parsippany,
New Jersey
|
$586K
|
+$27K
|
+387
|
+5%
|
|
|
135
|
Howard Capital Management Group
Los Angeles,
California
|
$580K
|
-$91.7K
|
-1,315
|
-13%
|
|
|
136
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$571K
|
-$1.95K
|
-28
|
-0.3%
|
|
|
137
|
Pathstone Holdings
Englewood,
New Jersey
|
$568K
|
–
|
–
|
–
|
|
|
138
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$559K
|
+$59K
|
+846
|
+11%
|
|
|
139
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$544K
|
–
|
–
|
–
|
|
|
140
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$532K
|
–
|
–
|
–
|
|
|
141
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$529K
|
-$13.3K
|
-191
|
-2%
|
|
|
142
|
Gerber LLC
Columbus,
Ohio
|
$515K
|
-$13.4K
|
-192
|
-2%
|
|
|
143
|
Waverly Advisors
Birmingham,
Alabama
|
$508K
|
-$19.2K
|
-275
|
-3%
|
|
|
144
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$492K
|
-$22.9K
|
-329
|
-4%
|
|
|
145
|
Independent Financial Group
San Diego,
California
|
$490K
|
+$14.6K
|
+209
|
+3%
|
|
|
146
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$479K
|
–
|
–
|
–
|
|
|
147
|
Howe & Rusling
Rochester,
New York
|
$478K
|
–
|
–
|
–
|
|
|
148
|
SS&H Financial Advisors
Troy,
Michigan
|
$474K
|
–
|
–
|
–
|
|
|
149
|
Advisory Services Network
Atlanta,
Georgia
|
$472K
|
+$89.1K
|
+1,278
|
+22%
|
|
|
150
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$470K
|
+$22.6K
|
+324
|
+5%
|
|
