|
201
|
Klingman & Associates
New York
|
$6.73M
|
+$6.52M
|
+83,134
|
New
|
|
|
202
|
Main Management
San Francisco,
California
|
$6.72M
|
–
|
–
|
–
|
|
|
203
|
National Planning Corporation
El Segundo,
California
|
$6.67M
|
+$1.32M
|
+16,867
|
+27%
|
|
|
204
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$6.65M
|
+$2.08M
|
+26,481
|
+52%
|
|
|
205
|
Regal Investment Advisors
Kentwood,
Michigan
|
$6.51M
|
+$3.77M
|
+48,053
|
+149%
|
|
|
206
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$6.46M
|
+$2.23M
|
+28,374
|
+55%
|
|
|
207
|
FirstMerit Bank N.A. Trustee
Akron,
Ohio
|
$6.44M
|
+$416K
|
+5,297
|
+7%
|
|
|
208
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$6.34M
|
-$317K
|
-4,036
|
-5%
|
|
|
209
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$6.27M
|
+$6.07M
|
+77,421
|
New
|
|
|
210
|
GW & Wade
Wellesley,
Massachusetts
|
$6.13M
|
+$28K
|
+357
|
+0.5%
|
|
|
211
|
Veritable
Wilmington,
Delaware
|
$6.09M
|
+$16.4K
|
+209
|
+0.3%
|
|
|
212
|
Alerus Investment Advisors
Wayzata,
Minnesota
|
$6.07M
|
+$55.9K
|
+712
|
+1%
|
|
|
213
|
Ibbotson Associates
Chicago,
Illinois
|
$6.06M
|
+$1.06M
|
+13,539
|
+22%
|
|
|
214
|
Convergent Wealth Advisors
Potomac,
Maryland
|
$5.96M
|
-$268K
|
-3,421
|
-4%
|
|
|
215
|
Oppenheimer & Co
New York
|
$5.94M
|
-$97.4K
|
-1,241
|
-2%
|
|
|
216
|
Retirement Capital Strategies
San Jose,
California
|
$5.85M
|
-$5.84M
|
-74,419
|
-51%
|
|
|
217
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$5.84M
|
+$611K
|
+7,786
|
+12%
|
|
|
218
|
Appleton Partners
Boston,
Massachusetts
|
$5.83M
|
+$271K
|
+3,455
|
+5%
|
|
|
219
|
Confluence Investment Management
St. Louis,
Missouri
|
$5.81M
|
+$537K
|
+6,848
|
+11%
|
|
|
220
|
Bouchey Financial Group
Troy,
New York
|
$5.72M
|
-$154K
|
-1,961
|
-3%
|
|
|
221
|
Cambria Investment Management
Manhattan Beach,
California
|
$5.66M
|
+$5.48M
|
+69,879
|
New
|
|
|
222
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$5.61M
|
+$256K
|
+3,267
|
+5%
|
|
|
223
|
SignalPoint Asset Management
Springfield,
Missouri
|
$5.53M
|
-$27.5K
|
-350
|
-0.5%
|
|
|
224
|
Evanson Asset Management
Carmel,
California
|
$5.44M
|
+$687K
|
+8,762
|
+15%
|
|
|
225
|
High Point Bank & Trust
High Point,
North Carolina
|
$5.43M
|
+$445K
|
+5,676
|
+9%
|
|
