|
126
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$548K
|
-$53.9K
|
-3,010
|
-9%
|
|
|
127
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$539K
|
+$535K
|
+29,860
|
New
|
|
|
128
|
LVW Advisors
Pittsford,
New York
|
$514K
|
-$68.9K
|
-3,845
|
-12%
|
|
|
129
|
Raymond James Trust
St. Petersburg,
Florida
|
$511K
|
+$204K
|
+11,360
|
+67%
|
|
|
130
|
M&T Bank
Buffalo,
New York
|
$506K
|
-$34.9K
|
-1,950
|
-7%
|
|
|
131
|
Summit Financial Strategies
Columbus,
Ohio
|
$474K
|
–
|
–
|
–
|
|
|
132
|
AIMZ Investment Advisors
Los Altos,
California
|
$453K
|
-$763K
|
-42,600
|
-63%
|
|
|
133
|
William Blair & Company
Chicago,
Illinois
|
$445K
|
+$227K
|
+12,685
|
+106%
|
|
|
134
|
Brighton Jones LLC
Seattle,
Washington
|
$433K
|
-$4.21K
|
-235
|
-1%
|
|
|
135
|
Sequoia Financial Advisors
Akron,
Ohio
|
$432K
|
+$428K
|
+23,865
|
New
|
|
|
136
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$425K
|
+$2.15K
|
+120
|
+0.5%
|
|
|
137
|
WealthTrust Fairport
Cleveland,
Ohio
|
$406K
|
-$32.3K
|
-1,800
|
-7%
|
|
|
138
|
SVA Wealth Management
Madison,
Wisconsin
|
$406K
|
–
|
–
|
–
|
|
|
139
|
Gerald L. Ray & Associates
Dallas,
Texas
|
$378K
|
–
|
–
|
–
|
|
|
140
|
Stanford Investment Group
Mountain View,
California
|
$377K
|
–
|
–
|
–
|
|
|
141
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$368K
|
-$170K
|
-9,500
|
-32%
|
|
|
142
|
SignalPoint Asset Management
Springfield,
Missouri
|
$362K
|
+$358K
|
+20,000
|
New
|
|
|
143
|
IFC Holdings
Tampa,
Florida
|
$358K
|
+$986
|
+55
|
+0.3%
|
|
|
144
|
Creative Planning
Overland Park,
Kansas
|
$348K
|
-$8.33K
|
-465
|
-2%
|
|
|
145
|
Cetera Advisors
Denver,
Colorado
|
$335K
|
-$3.28M
|
-182,750
|
-91%
|
|
|
146
|
Investment Centers of America
Bismarck,
North Dakota
|
$318K
|
-$49.6K
|
-2,770
|
-14%
|
|
|
147
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$301K
|
+$16.3K
|
+910
|
+6%
|
|
|
148
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$295K
|
–
|
–
|
–
|
|
|
149
|
Old National Bancorp
Evansville,
Indiana
|
$290K
|
–
|
–
|
–
|
|
|
150
|
Ken Stern & Associates
San Diego,
California
|
$279K
|
–
|
–
|
–
|
|
