|
101
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$1.12M
|
–
|
–
|
–
|
|
|
102
|
Nottingham Advisors
Amherst,
New York
|
$1.11M
|
-$122K
|
-2,500
|
-10%
|
|
|
103
|
Naples Global Advisors
Naples,
Florida
|
$1.11M
|
-$17K
|
-350
|
-2%
|
|
|
104
|
Capital One National Association
New York
|
$1.08M
|
-$231K
|
-4,748
|
-18%
|
|
|
105
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$1.07M
|
-$42K
|
-863
|
-4%
|
|
|
106
|
Bank of the West
Monterey Park,
California
|
$1.06M
|
-$254K
|
-5,229
|
-19%
|
|
|
107
|
Atria Investments
Charlotte,
North Carolina
|
$1.03M
|
+$338K
|
+6,948
|
+49%
|
|
|
108
|
Investment Centers of America
Bismarck,
North Dakota
|
$1.02M
|
-$111K
|
-2,285
|
-10%
|
|
|
109
|
|
$1.01M
|
+$215K
|
+4,427
|
+27%
|
|
|
110
|
WhitTier Trust Company
Reno,
Nevada
|
$983K
|
-$165K
|
-3,400
|
-14%
|
|
|
111
|
LVW Advisors
Pittsford,
New York
|
$856K
|
+$628K
|
+12,917
|
+278%
|
|
|
112
|
Foothills Asset Management
Scottsdale,
Arizona
|
$843K
|
+$842K
|
+17,310
|
New
|
|
|
113
|
KWMG LLC
Overland Park,
Kansas
|
$815K
|
-$21.1K
|
-434
|
-3%
|
|
|
114
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$800K
|
–
|
–
|
–
|
|
|
115
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$799K
|
+$797K
|
+16,400
|
New
|
|
|
116
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$791K
|
-$62K
|
-1,275
|
-7%
|
|
|
117
|
Private Advisor Group
Morristown,
New Jersey
|
$757K
|
-$1.19M
|
-24,537
|
-61%
|
|
|
118
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$740K
|
+$175K
|
+3,599
|
+31%
|
|
|
119
|
Trutina Financial
Bellevue,
Washington
|
$731K
|
–
|
–
|
–
|
|
|
120
|
Davenport & Co
Richmond,
Virginia
|
$720K
|
+$24.3K
|
+500
|
+4%
|
|
|
121
|
Commerce Bank
Kansas City,
Missouri
|
$698K
|
-$5.49K
|
-113
|
-0.8%
|
|
|
122
|
Wealthcare Capital Management
Richmond,
Virginia
|
$596K
|
+$132K
|
+2,706
|
+28%
|
|
|
123
|
Lenox Wealth Advisors
New York
|
$596K
|
+$159K
|
+3,270
|
+36%
|
|
|
124
|
M&T Bank
Buffalo,
New York
|
$583K
|
-$41.5K
|
-853
|
-7%
|
|
|
125
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$572K
|
+$110K
|
+2,267
|
+24%
|
|
