|
176
|
Klingman & Associates
New York
|
$708K
|
–
|
–
|
–
|
|
|
177
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$700K
|
+$230K
|
+4,600
|
+49%
|
|
|
178
|
St Louis Trust
Saint Louis,
Missouri
|
$699K
|
+$699K
|
+13,995
|
New
|
|
|
179
|
Waverly Advisors
Birmingham,
Alabama
|
$694K
|
+$78.7K
|
+1,574
|
+13%
|
|
|
180
|
Asset Dedication LLC
San Francisco,
California
|
$671K
|
+$671K
|
+13,428
|
New
|
|
|
181
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$644K
|
+$31.1K
|
+622
|
+5%
|
|
|
182
|
Parametric Portfolio Associates
Seattle,
Washington
|
$637K
|
–
|
–
|
–
|
|
|
183
|
American International Group
New York
|
$629K
|
-$64K
|
-1,281
|
-9%
|
|
|
184
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$625K
|
-$125K
|
-2,506
|
-17%
|
|
|
185
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$624K
|
+$561K
|
+11,223
|
+884%
|
|
|
186
|
Paracle Advisors
Mercer Island,
Washington
|
$619K
|
+$71.9K
|
+1,438
|
+13%
|
|
|
187
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$613K
|
+$614K
|
+12,289
|
New
|
|
|
188
|
Pioneer Trust Bank
Salem,
Oregon
|
$593K
|
+$30.5K
|
+610
|
+5%
|
|
|
189
|
Fusion Investment Group
Pittsburgh,
Pennsylvania
|
$587K
|
–
|
–
|
–
|
|
|
190
|
|
$583K
|
-$34.6K
|
-692
|
-6%
|
|
|
191
|
BlackRock Advisors
Wilmington,
Delaware
|
$583K
|
+$65.1K
|
+1,302
|
+13%
|
|
|
192
|
Coyle Financial Counsel
Glenview,
Illinois
|
$564K
|
+$52.5K
|
+1,051
|
+10%
|
|
|
193
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$557K
|
+$40K
|
+800
|
+8%
|
|
|
194
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$545K
|
+$546K
|
+10,915
|
New
|
|
|
195
|
Concert Wealth Management
San Jose,
California
|
$539K
|
-$125K
|
-2,502
|
-19%
|
|
|
196
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$520K
|
-$40.6K
|
-813
|
-7%
|
|
|
197
|
Comerica Bank
Dallas,
Texas
|
$520K
|
+$305K
|
+6,104
|
+124%
|
|
|
198
|
Crosspoint Capital Strategies
Orinda,
California
|
$490K
|
+$479K
|
+9,588
|
+1,052%
|
|
|
199
|
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
|
$484K
|
+$350K
|
+7,000
|
New
|
|
|
200
|
JOYN Advisors
Atlanta,
Georgia
|
$464K
|
-$254K
|
-5,087
|
-35%
|
|
