|
51
|
Aspiriant LLC
Los Angeles,
California
|
$454K
|
+$458K
|
+5,680
|
New
|
|
|
52
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$452K
|
-$549K
|
-6,810
|
-55%
|
|
|
53
|
Clare Market Investments
Dallas,
Texas
|
$445K
|
+$56K
|
+694
|
+14%
|
|
|
54
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$442K
|
+$101K
|
+1,255
|
+29%
|
|
|
55
|
Vontobel Holding
Zurich,
Switzerland
|
$399K
|
-$1.45M
|
-18,000
|
-78%
|
|
|
56
|
Raymond James & Associates
St Petersburg,
Florida
|
$390K
|
+$64.5K
|
+800
|
+20%
|
|
|
57
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$363K
|
+$8.06K
|
+100
|
+2%
|
|
|
58
|
Warner Financial
Bethesda,
Maryland
|
$358K
|
+$1.77K
|
+22
|
+0.5%
|
|
|
59
|
Nadler Financial Group
Deerfield,
Illinois
|
$346K
|
–
|
–
|
–
|
|
|
60
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$340K
|
+$112K
|
+1,386
|
+48%
|
|
|
61
|
International Assets Investment Management
Orlando,
Florida
|
$320K
|
+$220K
|
+2,723
|
New
|
|
|
62
|
William Blair & Company
Chicago,
Illinois
|
$287K
|
+$218K
|
+2,706
|
+307%
|
|
|
63
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$260K
|
-$897K
|
-11,130
|
-78%
|
|
|
64
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$258K
|
-$6.69K
|
-83
|
-3%
|
|
|
65
|
KCM Investment Advisors
Greenbrae,
California
|
$257K
|
–
|
–
|
–
|
|
|
66
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$243K
|
–
|
–
|
–
|
|
|
67
|
Independent Financial Group
San Diego,
California
|
$241K
|
+$31.4K
|
+390
|
+15%
|
|
|
68
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$240K
|
+$242K
|
+3,000
|
New
|
|
|
69
|
Continuum Advisory
Eagle,
Idaho
|
$232K
|
+$8.14K
|
+101
|
+4%
|
|
|
70
|
AssetMark Inc
Concord,
California
|
$211K
|
+$213K
|
+2,644
|
New
|
|
|
71
|
North Star Investment Management
Chicago,
Illinois
|
$83.5K
|
+$81
|
+1
|
+0.1%
|
|
|
72
|
Harbour Investments
Madison,
Wisconsin
|
$81.5K
|
–
|
–
|
–
|
|
|
73
|
DecisionPoint Financial
Mesa,
Arizona
|
$79.9K
|
–
|
–
|
–
|
|
|
74
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$75.9K
|
+$76.6K
|
+950
|
New
|
|
|
75
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$59.7K
|
+$60.3K
|
+748
|
New
|
|
