|
126
|
Private Advisor Group
Morristown,
New Jersey
|
$9.47M
|
-$3.72M
|
-33,693
|
-29%
|
|
|
127
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$9.47M
|
+$9.27M
|
+84,095
|
New
|
|
|
128
|
WBH Advisory
Baltimore,
Maryland
|
$9.33M
|
-$201K
|
-1,820
|
-2%
|
|
|
129
|
United Capital Financial Advisors
Irving,
Texas
|
$9.3M
|
-$64.1K
|
-581
|
-0.7%
|
|
|
130
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$9.29M
|
+$649K
|
+5,882
|
+8%
|
|
|
131
|
Banco Santander
Madrid,
Spain
|
$9.23M
|
+$2M
|
+18,145
|
+28%
|
|
|
132
|
Newton One Investments
Newark,
Delaware
|
$9.07M
|
-$42.3K
|
-384
|
-0.5%
|
|
|
133
|
Jasper Ridge Partners
Menlo Park,
California
|
$8.92M
|
–
|
–
|
–
|
|
|
134
|
Frisch Financial Group
Melville,
New York
|
$8.75M
|
+$300K
|
+2,721
|
+4%
|
|
|
135
|
Leavell Investment Management
Mobile,
Alabama
|
$8.67M
|
+$112K
|
+1,012
|
+1%
|
|
|
136
|
Choate Investment Advisors
Boston,
Massachusetts
|
$8.66M
|
+$672K
|
+6,091
|
+9%
|
|
|
137
|
Seldon Capital
San Francisco,
California
|
$8.51M
|
–
|
–
|
–
|
|
|
138
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$8.32M
|
+$1.38M
|
+12,514
|
+20%
|
|
|
139
|
Prudential Financial
Newark,
New Jersey
|
$8.21M
|
+$895K
|
+8,114
|
+13%
|
|
|
140
|
Mercer Global Advisors
Denver,
Colorado
|
$8.17M
|
-$1.19M
|
-10,770
|
-13%
|
|
|
141
|
Seven Post Investment Office
San Francisco,
California
|
$8M
|
+$12K
|
+109
|
+0.2%
|
|
|
142
|
GeoWealth Management
Chicago,
Illinois
|
$7.87M
|
-$265K
|
-2,399
|
-3%
|
|
|
143
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$7.87M
|
+$882
|
+8
|
+0%
|
|
|
144
|
Financial Symmetry
Raleigh,
North Carolina
|
$7.86M
|
-$252K
|
-2,285
|
-3%
|
|
|
145
|
|
$7.77M
|
+$226K
|
+2,051
|
+3%
|
|
|
146
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$7.76M
|
-$193K
|
-1,746
|
-2%
|
|
|
147
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$7.7M
|
-$66K
|
-599
|
-0.9%
|
|
|
148
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$7.5M
|
-$136K
|
-1,235
|
-2%
|
|
|
149
|
Choreo LLC
Rockford,
Illinois
|
$7.5M
|
+$779K
|
+7,067
|
+12%
|
|
|
150
|
Investments & Financial Planning LLC
Lexington,
Kentucky
|
$7.2M
|
-$51.7K
|
-469
|
-0.7%
|
|
