|
126
|
Waller Financial Planning Group
Columbus,
Ohio
|
$1.82M
|
+$1.95M
|
+27,868
|
New
|
|
|
127
|
Leavell Investment Management
Mobile,
Alabama
|
$1.79M
|
–
|
–
|
–
|
|
|
128
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$1.78M
|
-$525K
|
-7,509
|
-22%
|
|
|
129
|
WP Advisors
San Francisco,
California
|
$1.77M
|
+$1.87M
|
+26,721
|
+9,246%
|
|
|
130
|
Scotia Capital
Toronto,
Ontario, Canada
|
$1.75M
|
+$1.86M
|
+26,650
|
New
|
|
|
131
|
Ritholtz Wealth Management
New York
|
$1.73M
|
-$50.7K
|
-725
|
-3%
|
|
|
132
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.72M
|
-$47.9K
|
-685
|
-3%
|
|
|
133
|
Corient Capital Partners
Newport Beach,
California
|
$1.71M
|
+$1.56M
|
+22,261
|
+578%
|
|
|
134
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$1.68M
|
–
|
–
|
–
|
|
|
135
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$1.63M
|
+$1.54M
|
+22,015
|
+762%
|
|
|
136
|
Parkwood LLC
Cleveland,
Ohio
|
$1.63M
|
-$1.93M
|
-27,647
|
-53%
|
|
|
137
|
Fisher Asset Management
Camas,
Washington
|
$1.6M
|
+$346K
|
+4,951
|
+25%
|
|
|
138
|
Northstar Wealth Partners
West Hartford,
Connecticut
|
$1.6M
|
+$3.15K
|
+45
|
+0.2%
|
|
|
139
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$1.59M
|
-$1.39M
|
-19,924
|
-45%
|
|
|
140
|
Comerica Securities
Detroit,
Michigan
|
$1.59M
|
-$168K
|
-2,404
|
-9%
|
|
|
141
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$1.59M
|
-$20.6K
|
-294
|
-1%
|
|
|
142
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$1.52M
|
+$34.6K
|
+495
|
+2%
|
|
|
143
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1.51M
|
-$124K
|
-1,772
|
-7%
|
|
|
144
|
AllSquare Wealth Management
Albany,
New York
|
$1.5M
|
-$30.7K
|
-439
|
-2%
|
|
|
145
|
Stephens Inc
Little Rock,
Arkansas
|
$1.45M
|
+$80.4K
|
+1,149
|
+5%
|
|
|
146
|
BOK Financial
Tulsa,
Oklahoma
|
$1.45M
|
+$1.54M
|
+22,068
|
New
|
|
|
147
|
SNS Financial Group
Minneapolis,
Minnesota
|
$1.43M
|
+$1.53M
|
+21,829
|
New
|
|
|
148
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
$1.43M
|
+$1.53M
|
+21,799
|
New
|
|
|
149
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.42M
|
-$1.05M
|
-14,954
|
-41%
|
|
|
150
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$1.41M
|
+$1.51M
|
+21,535
|
New
|
|
