|
201
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$1M
|
+$300K
|
+925
|
+41%
|
|
|
202
|
Zhang Financial
Portage,
Michigan
|
$1M
|
–
|
–
|
–
|
|
|
203
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$987K
|
+$199K
|
+612
|
+24%
|
|
|
204
|
Franklin Street Advisors
Chapel Hill,
North Carolina
|
$986K
|
–
|
–
|
–
|
|
|
205
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$975K
|
–
|
–
|
–
|
|
|
206
|
Lazard Asset Management
New York
|
$973K
|
–
|
–
|
–
|
|
|
207
|
Centaurus Financial
Anaheim,
California
|
$965K
|
-$170K
|
-525
|
-15%
|
|
|
208
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$960K
|
+$998K
|
+3,074
|
New
|
|
|
209
|
Valeo Financial Advisors
Carmel,
Indiana
|
$958K
|
–
|
–
|
–
|
|
|
210
|
Essex Financial Services
Essex,
Connecticut
|
$946K
|
+$12K
|
+37
|
+1%
|
|
|
211
|
Counterweight Ventures
Wilmington,
North Carolina
|
$944K
|
-$1.62K
|
-5
|
-0.2%
|
|
|
212
|
Financial Engines Advisors
Santa Clara,
California
|
$940K
|
–
|
–
|
–
|
|
|
213
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$923K
|
-$6.5K
|
-20
|
-0.7%
|
|
|
214
|
Simmons Bank
Pine Bluff,
Arkansas
|
$906K
|
–
|
–
|
–
|
|
|
215
|
Eagle Wealth Advisors
Westport,
Connecticut
|
$900K
|
–
|
–
|
–
|
|
|
216
|
Collective Family Office
York,
Pennsylvania
|
$883K
|
-$97.4K
|
-300
|
-10%
|
|
|
217
|
Institute for Wealth Management
Denver,
Colorado
|
$878K
|
+$148K
|
+456
|
+19%
|
|
|
218
|
Narwhal Capital Management
Marietta,
Georgia
|
$874K
|
–
|
–
|
–
|
|
|
219
|
Christine Messmer PC
Collegeville,
Pennsylvania
|
$860K
|
-$14.6K
|
-45
|
-2%
|
|
|
220
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$859K
|
-$122K
|
-375
|
-12%
|
|
|
221
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$850K
|
-$35.1K
|
-108
|
-4%
|
|
|
222
|
AllianceBernstein
Nashville,
Tennessee
|
$849K
|
+$43.2K
|
+133
|
+5%
|
|
|
223
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$838K
|
–
|
–
|
–
|
|
|
224
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$831K
|
+$164K
|
+506
|
+23%
|
|
|
225
|
Caprock Group
Boise,
Idaho
|
$831K
|
–
|
–
|
–
|
|
