|
126
|
Pathstone Family Office
Englewood,
New Jersey
|
$995K
|
+$79.2K
|
+1,449
|
+9%
|
|
|
127
|
Evergreen Capital Management
Bellevue,
Washington
|
$975K
|
–
|
–
|
–
|
|
|
128
|
SVB Wealth
Boston,
Massachusetts
|
$965K
|
-$10.8K
|
-197
|
-1%
|
|
|
129
|
Vista Capital Partners
Portland,
Oregon
|
$957K
|
+$14.5K
|
+266
|
+2%
|
|
|
130
|
Liberty One Investment Management
Libertyville,
Illinois
|
$949K
|
+$30.5K
|
+558
|
+3%
|
|
|
131
|
Private Advisor Group
Morristown,
New Jersey
|
$915K
|
+$46.4K
|
+849
|
+5%
|
|
|
132
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$910K
|
-$192K
|
-3,509
|
-18%
|
|
|
133
|
AE Wealth Management
Topeka,
Kansas
|
$906K
|
-$480K
|
-8,772
|
-35%
|
|
|
134
|
Bailard
Foster City,
California
|
$902K
|
+$414K
|
+7,570
|
+88%
|
|
|
135
|
Stelac Advisory Services
New York
|
$894K
|
–
|
–
|
–
|
|
|
136
|
Prosperity Planning
Kansas City,
Missouri
|
$860K
|
+$161K
|
+2,942
|
+24%
|
|
|
137
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$856K
|
–
|
–
|
–
|
|
|
138
|
Verde Capital Management
Clarkston,
Michigan
|
$842K
|
+$2.19K
|
+40
|
+0.3%
|
|
|
139
|
One Capital Management
Westlake Village,
California
|
$816K
|
-$161K
|
-2,948
|
-17%
|
|
|
140
|
Advisory Services Network
Atlanta,
Georgia
|
$809K
|
–
|
–
|
–
|
|
|
141
|
Brighton Jones LLC
Seattle,
Washington
|
$770K
|
-$185K
|
-3,377
|
-20%
|
|
|
142
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$764K
|
-$97.6K
|
-1,784
|
-12%
|
|
|
143
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$733K
|
+$719K
|
+13,152
|
New
|
|
|
144
|
Guggenheim Capital
Chicago,
Illinois
|
$731K
|
-$37.8K
|
-691
|
-5%
|
|
|
145
|
AdvicePeriod
Los Angeles,
California
|
$724K
|
+$65K
|
+1,188
|
+10%
|
|
|
146
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
$722K
|
–
|
–
|
–
|
|
|
147
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$719K
|
+$465K
|
+8,500
|
+193%
|
|
|
148
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$713K
|
-$953K
|
-17,421
|
-59%
|
|
|
149
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$711K
|
+$129K
|
+2,350
|
+23%
|
|
|
150
|
Franklin Resources
San Mateo,
California
|
$695K
|
–
|
–
|
–
|
|
