|
101
|
BOK Financial Private Wealth
Denver,
Colorado
|
$1.2M
|
–
|
–
|
–
|
|
|
102
|
PacWest Financial Management
Phoenix,
Arizona
|
$1.19M
|
+$17.2K
|
+350
|
+1%
|
|
|
103
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$1.18M
|
+$51.5K
|
+1,050
|
+5%
|
|
|
104
|
Altavista Wealth Management
Asheville,
North Carolina
|
$1.15M
|
+$317K
|
+6,466
|
+38%
|
|
|
105
|
Country Trust Bank
Bloomington,
Illinois
|
$1.15M
|
+$26.9K
|
+549
|
+2%
|
|
|
106
|
Transform Wealth
Greenwood Village,
Colorado
|
$1.14M
|
–
|
–
|
–
|
|
|
107
|
Creative Planning
Overland Park,
Kansas
|
$1.12M
|
+$674K
|
+13,733
|
+149%
|
|
|
108
|
Friedenthal Financial
Marlton,
New Jersey
|
$1.09M
|
+$259K
|
+5,283
|
+31%
|
|
|
109
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.07M
|
+$98.7K
|
+2,012
|
+10%
|
|
|
110
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$1.07M
|
-$9.81K
|
-200
|
-0.9%
|
|
|
111
|
Wealthcare Capital Management
Richmond,
Virginia
|
$1.05M
|
-$67.9K
|
-1,385
|
-6%
|
|
|
112
|
Naples Global Advisors
Naples,
Florida
|
$1.04M
|
-$117K
|
-2,375
|
-10%
|
|
|
113
|
M&T Bank
Buffalo,
New York
|
$978K
|
+$30K
|
+612
|
+3%
|
|
|
114
|
First Trust Advisors
Wheaton,
Illinois
|
$948K
|
-$795K
|
-16,202
|
-46%
|
|
|
115
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$932K
|
+$12.3K
|
+250
|
+1%
|
|
|
116
|
LVW Advisors
Pittsford,
New York
|
$908K
|
-$77.6K
|
-1,582
|
-8%
|
|
|
117
|
Davenport & Co
Richmond,
Virginia
|
$849K
|
–
|
–
|
–
|
|
|
118
|
Regions Financial Corp
Birmingham,
Alabama
|
$846K
|
-$65.3K
|
-1,331
|
-7%
|
|
|
119
|
Fiduciary Group
Savannah,
Georgia
|
$835K
|
+$839K
|
+17,100
|
New
|
|
|
120
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$830K
|
–
|
–
|
–
|
|
|
121
|
Lombard Odier Transatlantic
Montreal,
Quebec, Canada
|
$830K
|
–
|
–
|
–
|
|
|
122
|
Legacy Private Trust
Neenah,
Wisconsin
|
$826K
|
–
|
–
|
–
|
|
|
123
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$826K
|
+$93.2K
|
+1,900
|
+13%
|
|
|
124
|
Avior Wealth Management
Omaha,
Nebraska
|
$794K
|
+$728K
|
+14,844
|
+1,062%
|
|
|
125
|
Colorado Capital Management
Boulder,
Colorado
|
$783K
|
-$261K
|
-5,324
|
-25%
|
|
