|
176
|
Klingman & Associates
New York
|
$693K
|
–
|
–
|
–
|
|
|
177
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$685K
|
–
|
–
|
–
|
|
|
178
|
SVA Wealth Management
Madison,
Wisconsin
|
$675K
|
–
|
–
|
–
|
|
|
179
|
Private Advisor Group
Morristown,
New Jersey
|
$661K
|
-$116K
|
-2,292
|
-15%
|
|
|
180
|
Colony Group
Boston,
Massachusetts
|
$651K
|
-$153K
|
-3,025
|
-20%
|
|
|
181
|
Mariner
Overland Park,
Kansas
|
$636K
|
+$191K
|
+3,768
|
+45%
|
|
|
182
|
Cambria Investment Management
Manhattan Beach,
California
|
$632K
|
+$3.8K
|
+75
|
+0.6%
|
|
|
183
|
Pioneer Trust Bank
Salem,
Oregon
|
$621K
|
+$10.6K
|
+210
|
+2%
|
|
|
184
|
Acropolis Investment Management
St. Louis,
Missouri
|
$619K
|
–
|
–
|
–
|
|
|
185
|
National Planning Corporation
El Segundo,
California
|
$616K
|
+$60.2K
|
+1,187
|
+11%
|
|
|
186
|
Regal Investment Advisors
Kentwood,
Michigan
|
$610K
|
+$80.5K
|
+1,588
|
+16%
|
|
|
187
|
Charles Schwab
San Francisco,
California
|
$603K
|
-$8.77M
|
-173,000
|
-94%
|
|
|
188
|
Asset Dedication LLC
San Francisco,
California
|
$602K
|
+$37.8K
|
+745
|
+7%
|
|
|
189
|
Manchester Capital Management
Manchester,
Vermont
|
$589K
|
–
|
–
|
–
|
|
|
190
|
|
$584K
|
–
|
–
|
–
|
|
|
191
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$568K
|
-$50.7K
|
-1,000
|
-8%
|
|
|
192
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$564K
|
–
|
–
|
–
|
|
|
193
|
Truepoint Inc
Cincinnati,
Ohio
|
$539K
|
-$50K
|
-987
|
-9%
|
|
|
194
|
Lourd Capital
Beverly Hills,
California
|
$529K
|
–
|
–
|
–
|
|
|
195
|
Ronald Blue & Co
Roswell,
Georgia
|
$519K
|
-$415K
|
-8,191
|
-45%
|
|
|
196
|
CPWM LLC
Seattle,
Washington
|
$510K
|
+$963
|
+19
|
+0.2%
|
|
|
197
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$505K
|
–
|
–
|
–
|
|
|
198
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$497K
|
+$88.5K
|
+1,746
|
+23%
|
|
|
199
|
Wellington Management Group
Boston,
Massachusetts
|
$490K
|
-$63.8K
|
-1,258
|
-12%
|
|
|
200
|
Kalos Management
Alpharetta,
Georgia
|
$486K
|
+$8.21K
|
+162
|
+2%
|
|
