|
101
|
UMB Bank
Kansas City,
Missouri
|
$360K
|
-$68.5K
|
-2,600
|
-16%
|
|
|
102
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$345K
|
+$659
|
+25
|
+0.2%
|
|
|
103
|
Trilogy Capital
Irvine,
California
|
$344K
|
-$18.4M
|
-697,500
|
-98%
|
|
|
104
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$343K
|
-$38.7K
|
-1,470
|
-10%
|
|
|
105
|
SVA Wealth Management
Madison,
Wisconsin
|
$340K
|
-$81.1K
|
-3,080
|
-20%
|
|
|
106
|
|
$336K
|
+$323K
|
+12,275
|
New
|
|
|
107
|
Townsend Asset Management
Raleigh,
North Carolina
|
$334K
|
+$322K
|
+12,220
|
New
|
|
|
108
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$330K
|
–
|
–
|
–
|
|
|
109
|
Snowden Capital Advisors
New York
|
$327K
|
-$4.48K
|
-170
|
-1%
|
|
|
110
|
Carlson Capital Management
Northfield,
Minnesota
|
$307K
|
–
|
–
|
–
|
|
|
111
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$305K
|
–
|
–
|
–
|
|
|
112
|
Fidelity Investments
Boston,
Massachusetts
|
$298K
|
+$10.4K
|
+395
|
+4%
|
|
|
113
|
Park Avenue Securities
New York
|
$288K
|
+$922
|
+35
|
+0.3%
|
|
|
114
|
AIMZ Investment Advisors
Los Altos,
California
|
$287K
|
–
|
–
|
–
|
|
|
115
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$276K
|
+$266K
|
+10,105
|
New
|
|
|
116
|
QP Wealth Management
Eatontown,
New Jersey
|
$262K
|
+$258K
|
+9,790
|
New
|
|
|
117
|
IHT Wealth Management
Chicago,
Illinois
|
$260K
|
+$42.7K
|
+1,620
|
+20%
|
|
|
118
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$257K
|
–
|
–
|
–
|
|
|
119
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$256K
|
+$38.5K
|
+1,460
|
+19%
|
|
|
120
|
Valeo Financial Advisors
Carmel,
Indiana
|
$249K
|
+$111K
|
+4,225
|
+87%
|
|
|
121
|
|
$248K
|
-$87.1K
|
-3,305
|
-27%
|
|
|
122
|
Signet Financial Management
Parsippany,
New Jersey
|
$244K
|
-$5K
|
-190
|
-2%
|
|
|
123
|
Personal Capital Advisors
Redwood City,
California
|
$244K
|
+$235K
|
+8,935
|
New
|
|
|
124
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$230K
|
-$9.22K
|
-350
|
-4%
|
|
|
125
|
|
$223K
|
-$10K
|
-380
|
-4%
|
|
