|
126
|
Stockman Wealth Management
Billings,
Montana
|
$355K
|
+$354K
|
+7,080
|
New
|
|
|
127
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$349K
|
+$348K
|
+6,957
|
New
|
|
|
128
|
Parametric Portfolio Associates
Seattle,
Washington
|
$345K
|
-$35K
|
-700
|
-9%
|
|
|
129
|
AssetMark Inc
Concord,
California
|
$345K
|
–
|
–
|
–
|
|
|
130
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$301K
|
+$300K
|
+6,000
|
New
|
|
|
131
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$300K
|
+$88.6K
|
+1,770
|
+42%
|
|
|
132
|
United Asset Strategies
Garden City,
New York
|
$285K
|
-$8.26K
|
-165
|
-3%
|
|
|
133
|
William Blair & Company
Chicago,
Illinois
|
$276K
|
+$276K
|
+5,504
|
New
|
|
|
134
|
Argentus Capital Management
Dallas,
Texas
|
$262K
|
-$119K
|
-2,385
|
-31%
|
|
|
135
|
Moors & Cabot
Boston,
Massachusetts
|
$262K
|
+$262K
|
+5,235
|
New
|
|
|
136
|
Northeast Investment Management
Boston,
Massachusetts
|
$256K
|
–
|
–
|
–
|
|
|
137
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$251K
|
–
|
–
|
–
|
|
|
138
|
Mariner
Overland Park,
Kansas
|
$235K
|
+$28.5K
|
+570
|
+14%
|
|
|
139
|
Investment Centers of America
Bismarck,
North Dakota
|
$232K
|
+$232K
|
+4,640
|
New
|
|
|
140
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$217K
|
–
|
–
|
–
|
|
|
141
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$208K
|
+$208K
|
+4,152
|
New
|
|
|
142
|
Summit Asset Management
Memphis,
Tennessee
|
$206K
|
-$2.5K
|
-50
|
-1%
|
|
|
143
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$203K
|
–
|
–
|
–
|
|
|
144
|
Geneva Advisors
Chicago,
Illinois
|
$201K
|
+$200K
|
+4,002
|
New
|
|
|
145
|
Klingman & Associates
New York
|
$191K
|
–
|
–
|
–
|
|
|
146
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$180K
|
-$4.5K
|
-90
|
-2%
|
|
|
147
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$170K
|
-$60.1K
|
-1,200
|
-26%
|
|
|
148
|
Creative Planning
Overland Park,
Kansas
|
$138K
|
+$138K
|
+2,752
|
New
|
|
|
149
|
LBA Wealth Management
Jacksonville,
Florida
|
$122K
|
–
|
–
|
–
|
|
|
150
|
Geneos Wealth Management
Englewood,
Colorado
|
$116K
|
-$1.07M
|
-21,462
|
-90%
|
|
