|
126
|
Rollins Financial
Atlanta,
Georgia
|
$1.23M
|
+$274K
|
+3,183
|
+30%
|
|
|
127
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1.2M
|
-$542K
|
-6,307
|
-32%
|
|
|
128
|
Evercore Wealth Management
New York
|
$1.19M
|
–
|
–
|
–
|
|
|
129
|
Affinity Capital Advisors
Berkeley,
California
|
$1.18M
|
+$1.16M
|
+13,448
|
New
|
|
|
130
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.16M
|
+$258
|
+3
|
+0%
|
|
|
131
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$1.16M
|
+$3.52K
|
+41
|
+0.3%
|
|
|
132
|
|
$1.13M
|
+$677K
|
+7,876
|
+158%
|
|
|
133
|
United Capital Financial Advisors
Irving,
Texas
|
$1.13M
|
-$21.7K
|
-253
|
-2%
|
|
|
134
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.12M
|
-$15.1K
|
-176
|
-1%
|
|
|
135
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$1.11M
|
-$7.3K
|
-85
|
-0.7%
|
|
|
136
|
Harbour Investments
Madison,
Wisconsin
|
$1.09M
|
-$700K
|
-8,146
|
-40%
|
|
|
137
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.07M
|
-$19.3K
|
-225
|
-2%
|
|
|
138
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.07M
|
+$144K
|
+1,674
|
+16%
|
|
|
139
|
Addison Advisors
Middlebury,
Vermont
|
$1.07M
|
+$27.9K
|
+325
|
+3%
|
|
|
140
|
Sound Stewardship
Overland Park,
Kansas
|
$1.06M
|
-$6.36K
|
-74
|
-0.6%
|
|
|
141
|
Pathstone Family Office
Englewood,
New Jersey
|
$1.05M
|
+$516
|
+6
|
+0%
|
|
|
142
|
TIAA FSB
Jacksonville,
Florida
|
$1.05M
|
-$2.58K
|
-30
|
-0.3%
|
|
|
143
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$1.04M
|
+$430
|
+5
|
+0%
|
|
|
144
|
Glenview Trust
Louisville,
Kentucky
|
$1.03M
|
–
|
–
|
–
|
|
|
145
|
Freestone Capital Holdings
Seattle,
Washington
|
$1.03M
|
-$63.9K
|
-744
|
-6%
|
|
|
146
|
Fountainhead AM
Warren,
New Jersey
|
$1.03M
|
-$1.03K
|
-12
|
-0.1%
|
|
|
147
|
Destiny Capital
Golden,
Colorado
|
$1.03M
|
–
|
–
|
–
|
|
|
148
|
Portland Global Advisors
Portland,
Maine
|
$1M
|
–
|
–
|
–
|
|
|
149
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$990K
|
+$32.5K
|
+378
|
+3%
|
|
|
150
|
Avantax Advisory Services
Dallas,
Texas
|
$990K
|
+$5.16K
|
+60
|
+0.5%
|
|
