|
151
|
Idaho Trust Bank
Boise,
Idaho
|
$852K
|
-$470K
|
-4,255
|
-37%
|
|
|
152
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$847K
|
-$39.5K
|
-358
|
-5%
|
|
|
153
|
Scotia Capital
Toronto,
Ontario, Canada
|
$832K
|
+$38.6K
|
+350
|
+5%
|
|
|
154
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$817K
|
+$34.6K
|
+313
|
+5%
|
|
|
155
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$815K
|
+$221K
|
+2,002
|
+41%
|
|
|
156
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$806K
|
-$3.86K
|
-35
|
-0.5%
|
|
|
157
|
D.A. Davidson & Co
Great Falls,
Montana
|
$794K
|
-$44.8K
|
-406
|
-6%
|
|
|
158
|
Focus Partners Wealth
Boston,
Massachusetts
|
$791K
|
+$742K
|
+6,720
|
New
|
|
|
159
|
Financial & Tax Architects
St Louis,
Missouri
|
$767K
|
-$114K
|
-1,031
|
-14%
|
|
|
160
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$765K
|
-$1.88M
|
-16,994
|
-72%
|
|
|
161
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$765K
|
-$1.88M
|
-16,994
|
-72%
|
|
|
162
|
Cresset Asset Management
Chicago,
Illinois
|
$765K
|
+$717K
|
+6,495
|
New
|
|
|
163
|
Saxon Interests
Houston,
Texas
|
$753K
|
+$706K
|
+6,393
|
New
|
|
|
164
|
First Business Financial Services
Madison,
Wisconsin
|
$730K
|
–
|
–
|
–
|
|
|
165
|
Transform Wealth
Greenwood Village,
Colorado
|
$728K
|
+$683K
|
+6,184
|
New
|
|
|
166
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$728K
|
+$331
|
+3
|
+0%
|
|
|
167
|
Country Club Bank
Kansas City,
Missouri
|
$724K
|
–
|
–
|
–
|
|
|
168
|
Mercer Global Advisors
Denver,
Colorado
|
$702K
|
-$244K
|
-2,207
|
-27%
|
|
|
169
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$675K
|
+$41.4K
|
+375
|
+7%
|
|
|
170
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$674K
|
-$994
|
-9
|
-0.2%
|
|
|
171
|
Fifth Third Securities
Cincinnati,
Ohio
|
$650K
|
-$39K
|
-353
|
-6%
|
|
|
172
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$641K
|
+$214K
|
+1,935
|
+55%
|
|
|
173
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$636K
|
-$217K
|
-1,964
|
-27%
|
|
|
174
|
Huntington National Bank
Columbus,
Ohio
|
$633K
|
–
|
–
|
–
|
|
|
175
|
LPWM LLC
Minneapolis,
Minnesota
|
$606K
|
+$309K
|
+2,795
|
+116%
|
|
