|
101
|
SII Investments
Appleton,
Wisconsin
|
$550K
|
+$549K
|
+11,318
|
New
|
|
|
102
|
|
$550K
|
+$549K
|
+11,320
|
New
|
|
|
103
|
Salient Capital Advisors
Houston,
Texas
|
$548K
|
-$39.2K
|
-808
|
-7%
|
|
|
104
|
Creative Planning
Overland Park,
Kansas
|
$533K
|
+$246K
|
+5,065
|
+86%
|
|
|
105
|
Long Wharf Investors
Boston,
Massachusetts
|
$510K
|
+$24.1K
|
+497
|
+5%
|
|
|
106
|
|
$505K
|
+$9.71K
|
+200
|
+2%
|
|
|
107
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$504K
|
+$503K
|
+10,372
|
New
|
|
|
108
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$482K
|
–
|
–
|
–
|
|
|
109
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$474K
|
–
|
–
|
–
|
|
|
110
|
KMS Financial Services
Seattle,
Washington
|
$473K
|
+$48.4K
|
+997
|
+11%
|
|
|
111
|
MSI Financial Services
Springfield,
Massachusetts
|
$459K
|
+$55.1K
|
+1,135
|
+14%
|
|
|
112
|
Managed Account Advisors
Jersey City,
New Jersey
|
$396K
|
+$396K
|
+8,152
|
New
|
|
|
113
|
Colony Group
Boston,
Massachusetts
|
$392K
|
+$391K
|
+8,061
|
New
|
|
|
114
|
Shoker Investment Counsel
Oxford,
Ohio
|
$357K
|
+$356K
|
+7,343
|
New
|
|
|
115
|
United Capital Financial Advisors
Irving,
Texas
|
$346K
|
-$2.71M
|
-55,908
|
-89%
|
|
|
116
|
Windsor Capital Management
Phoenix,
Arizona
|
$345K
|
-$74.8K
|
-1,542
|
-18%
|
|
|
117
|
Veritable
Wilmington,
Delaware
|
$341K
|
–
|
–
|
–
|
|
|
118
|
|
$335K
|
–
|
–
|
–
|
|
|
119
|
Capital One National Association
New York
|
$334K
|
+$334K
|
+6,882
|
New
|
|
|
120
|
Fiduciary Trust
Boston,
Massachusetts
|
$329K
|
–
|
–
|
–
|
|
|
121
|
Alesco Advisors
Pittsford,
New York
|
$324K
|
+$323K
|
+6,663
|
New
|
|
|
122
|
Palladium Partners
Norfolk,
Virginia
|
$320K
|
–
|
–
|
–
|
|
|
123
|
Bank of the West
Monterey Park,
California
|
$275K
|
+$275K
|
+5,657
|
New
|
|
|
124
|
US Bancorp
Minneapolis,
Minnesota
|
$274K
|
–
|
–
|
–
|
|
|
125
|
Monroe Bank & Trust
Monroe,
Michigan
|
$267K
|
–
|
–
|
–
|
|
