|
101
|
|
$566K
|
–
|
–
|
–
|
|
|
102
|
WealthSource Partners
San Luis Obispo,
California
|
$563K
|
-$46.1K
|
-2,786
|
-7%
|
|
|
103
|
Whittier Trust
South Pasadena,
California
|
$546K
|
–
|
–
|
–
|
|
|
104
|
|
$533K
|
-$1.14M
|
-69,044
|
-67%
|
|
|
105
|
Barclays
London,
United Kingdom
|
$527K
|
–
|
–
|
–
|
|
|
106
|
St. James Investment Advisors
Port Jefferson,
New York
|
$526K
|
-$54.1K
|
-3,269
|
-9%
|
|
|
107
|
First Ascent Asset Management
Denver,
Colorado
|
$514K
|
+$76.5K
|
+4,625
|
+17%
|
|
|
108
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$511K
|
+$4.12K
|
+249
|
+0.8%
|
|
|
109
|
MML Investors Services
Springfield,
Massachusetts
|
$500K
|
-$892K
|
-53,921
|
-63%
|
|
|
110
|
Scotia Capital
Toronto,
Ontario, Canada
|
$496K
|
–
|
–
|
–
|
|
|
111
|
Cambria Investment Management
Manhattan Beach,
California
|
$490K
|
-$20.9K
|
-1,261
|
-4%
|
|
|
112
|
ProVise Management Group
Clearwater,
Florida
|
$478K
|
+$497K
|
+30,029
|
New
|
|
|
113
|
Pathstone Family Office
Englewood,
New Jersey
|
$477K
|
+$495K
|
+29,935
|
New
|
|
|
114
|
Nadler Financial Group
Deerfield,
Illinois
|
$473K
|
–
|
–
|
–
|
|
|
115
|
AE Wealth Management
Topeka,
Kansas
|
$460K
|
+$115K
|
+6,929
|
+32%
|
|
|
116
|
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
$441K
|
+$72.7K
|
+4,395
|
+19%
|
|
|
117
|
Avantax Advisory Services
Dallas,
Texas
|
$438K
|
-$68.7K
|
-4,150
|
-13%
|
|
|
118
|
Mariner
Overland Park,
Kansas
|
$434K
|
+$226K
|
+13,639
|
+100%
|
|
|
119
|
HB Wealth Management
Atlanta,
Georgia
|
$431K
|
–
|
–
|
–
|
|
|
120
|
Seven Post Investment Office
San Francisco,
California
|
$429K
|
+$18.4K
|
+1,110
|
+4%
|
|
|
121
|
GeoWealth Management
Chicago,
Illinois
|
$416K
|
-$313K
|
-18,934
|
-42%
|
|
|
122
|
Trust Company of Toledo
Holland,
Ohio
|
$404K
|
–
|
–
|
–
|
|
|
123
|
EPG Wealth Management
Atlanta,
Georgia
|
$401K
|
–
|
–
|
–
|
|
|
124
|
GM Advisory Group
Melville,
New York
|
$401K
|
–
|
–
|
–
|
|
|
125
|
Madden Advisory Services
Jacksonville,
Florida
|
$401K
|
+$6.15K
|
+372
|
+2%
|
|
