|
126
|
CPWM LLC
Seattle,
Washington
|
$1.1M
|
-$170K
|
-7,390
|
-14%
|
|
|
127
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$1.03M
|
-$50.7K
|
-2,205
|
-5%
|
|
|
128
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$1.01M
|
-$6.9K
|
-300
|
-0.7%
|
|
|
129
|
Paulson Wealth Management
Wheaton,
Illinois
|
$1M
|
–
|
–
|
–
|
|
|
130
|
|
$994K
|
+$221K
|
+9,610
|
+29%
|
|
|
131
|
Allen Capital Group
Grand Island,
Nebraska
|
$984K
|
+$3.1K
|
+135
|
+0.3%
|
|
|
132
|
Fidelity Investments
Boston,
Massachusetts
|
$976K
|
+$808K
|
+35,140
|
+523%
|
|
|
133
|
Welch Group
Birmingham,
Alabama
|
$969K
|
-$89.7K
|
-3,900
|
-7%
|
|
|
134
|
Perigon Wealth Management
San Francisco,
California
|
$940K
|
-$122K
|
-5,325
|
-12%
|
|
|
135
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$934K
|
+$247K
|
+10,755
|
+37%
|
|
|
136
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$923K
|
-$49.8K
|
-2,165
|
-5%
|
|
|
137
|
|
$913K
|
+$901K
|
+39,160
|
New
|
|
|
138
|
Cetera Advisors
Denver,
Colorado
|
$884K
|
+$44.4K
|
+1,930
|
+5%
|
|
|
139
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$883K
|
+$621K
|
+26,980
|
+248%
|
|
|
140
|
Harborview Advisors
Portland,
Maine
|
$875K
|
-$39.6K
|
-1,720
|
-4%
|
|
|
141
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$863K
|
–
|
–
|
–
|
|
|
142
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$847K
|
+$835K
|
+36,315
|
New
|
|
|
143
|
Blue Fin Capital
Warren,
Rhode Island
|
$844K
|
-$37.6K
|
-1,635
|
-4%
|
|
|
144
|
IHT Wealth Management
Chicago,
Illinois
|
$841K
|
-$68.5K
|
-2,980
|
-8%
|
|
|
145
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$840K
|
–
|
–
|
–
|
|
|
146
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$829K
|
–
|
–
|
–
|
|
|
147
|
William Blair & Company
Chicago,
Illinois
|
$811K
|
-$328K
|
-14,240
|
-29%
|
|
|
148
|
Evercore Wealth Management
New York
|
$788K
|
-$155K
|
-6,755
|
-17%
|
|
|
149
|
Alexandria Capital
Arlington,
Virginia
|
$788K
|
-$29.1K
|
-1,265
|
-4%
|
|
|
150
|
Creative Planning
Overland Park,
Kansas
|
$783K
|
+$122K
|
+5,290
|
+19%
|
|
