|
101
|
Comerica Bank
Dallas,
Texas
|
$335K
|
+$347K
|
+7,700
|
New
|
|
|
102
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$314K
|
-$27K
|
-600
|
-8%
|
|
|
103
|
|
$314K
|
+$4.14K
|
+92
|
+1%
|
|
|
104
|
Solitude Financial Services
Charlottesville,
Virginia
|
$307K
|
+$4.37K
|
+97
|
+1%
|
|
|
105
|
Klingman & Associates
New York
|
$298K
|
–
|
–
|
–
|
|
|
106
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$280K
|
–
|
–
|
–
|
|
|
107
|
Cambria Investment Management
Manhattan Beach,
California
|
$279K
|
-$11.2K
|
-249
|
-4%
|
|
|
108
|
Essex Financial Services
Essex,
Connecticut
|
$274K
|
–
|
–
|
–
|
|
|
109
|
Raymond James & Associates
St Petersburg,
Florida
|
$272K
|
–
|
–
|
–
|
|
|
110
|
Fidelity Investments
Boston,
Massachusetts
|
$266K
|
+$57.3K
|
+1,272
|
+26%
|
|
|
111
|
Kestra Advisory Services
Austin,
Texas
|
$265K
|
-$8.1K
|
-180
|
-3%
|
|
|
112
|
Parallel Advisors
San Francisco,
California
|
$248K
|
–
|
–
|
–
|
|
|
113
|
Cresset Asset Management
Chicago,
Illinois
|
$246K
|
+$6.98K
|
+155
|
+3%
|
|
|
114
|
Empirical Wealth Management
Seattle,
Washington
|
$246K
|
+$10.4K
|
+232
|
+4%
|
|
|
115
|
CIBC World Market
Toronto,
Ontario, Canada
|
$241K
|
–
|
–
|
–
|
|
|
116
|
Tiedemann Advisors
New York
|
$238K
|
–
|
–
|
–
|
|
|
117
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$232K
|
+$675
|
+15
|
+0.3%
|
|
|
118
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$224K
|
+$232K
|
+5,155
|
New
|
|
|
119
|
Wealthfront Advisers
Palo Alto,
California
|
$223K
|
-$72.4K
|
-1,608
|
-24%
|
|
|
120
|
Perigon Wealth Management
San Francisco,
California
|
$219K
|
–
|
–
|
–
|
|
|
121
|
Castle Wealth Management
West Palm Beach,
Florida
|
$210K
|
–
|
–
|
–
|
|
|
122
|
HBW Advisory Services
Simi Valley,
California
|
$205K
|
-$184K
|
-4,080
|
-46%
|
|
|
123
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$201K
|
–
|
–
|
–
|
|
|
124
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$200K
|
–
|
–
|
–
|
|
|
125
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$182K
|
–
|
–
|
–
|
|
