|
151
|
Rothschild Investment LLC
Chicago,
Illinois
|
$546K
|
+$60.4K
|
+1,000
|
+13%
|
|
|
152
|
Corient Capital Partners
Newport Beach,
California
|
$545K
|
-$351K
|
-5,815
|
-39%
|
|
|
153
|
D.A. Davidson & Co
Great Falls,
Montana
|
$543K
|
+$60.2K
|
+997
|
+13%
|
|
|
154
|
Fidelity Investments
Boston,
Massachusetts
|
$541K
|
+$1.45K
|
+24
|
+0.3%
|
|
|
155
|
Huntington National Bank
Columbus,
Ohio
|
$496K
|
–
|
–
|
–
|
|
|
156
|
The Family Firm
Bethesda,
Maryland
|
$489K
|
+$1.57K
|
+26
|
+0.3%
|
|
|
157
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$474K
|
+$470K
|
+7,778
|
New
|
|
|
158
|
Sterling Capital Management
Charlotte,
North Carolina
|
$469K
|
+$464K
|
+7,685
|
New
|
|
|
159
|
Diversified Trust
Memphis,
Tennessee
|
$466K
|
+$462K
|
+7,646
|
New
|
|
|
160
|
Ballentine Partners
Waltham,
Massachusetts
|
$456K
|
+$26.4K
|
+437
|
+6%
|
|
|
161
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$451K
|
-$1.52M
|
-25,106
|
-77%
|
|
|
162
|
FAS Wealth Partners
Leawood,
Kansas
|
$446K
|
+$140K
|
+2,323
|
+47%
|
|
|
163
|
Northern Trust
Chicago,
Illinois
|
$433K
|
-$1.12M
|
-18,560
|
-72%
|
|
|
164
|
St Louis Trust
Saint Louis,
Missouri
|
$428K
|
+$3.14K
|
+52
|
+0.7%
|
|
|
165
|
Evercore Wealth Management
New York
|
$426K
|
–
|
–
|
–
|
|
|
166
|
Mariner
Overland Park,
Kansas
|
$395K
|
-$73.2K
|
-1,212
|
-16%
|
|
|
167
|
Bridgewater Wealth & Financial Management
Bethesda,
Maryland
|
$395K
|
+$30.5K
|
+505
|
+8%
|
|
|
168
|
Versant Capital Management
Phoenix,
Arizona
|
$373K
|
–
|
–
|
–
|
|
|
169
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$361K
|
+$218K
|
+3,610
|
+157%
|
|
|
170
|
CT Financial Advisors
Chadds Ford,
Pennsylvania
|
$357K
|
+$85.1K
|
+1,408
|
+32%
|
|
|
171
|
Comerica Bank
Dallas,
Texas
|
$349K
|
+$17.8K
|
+294
|
+6%
|
|
|
172
|
Dowling & Yahnke
San Diego,
California
|
$347K
|
+$6.65K
|
+110
|
+2%
|
|
|
173
|
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
|
$342K
|
+$60.7K
|
+1,005
|
+22%
|
|
|
174
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$338K
|
-$300K
|
-4,957
|
-47%
|
|
|
175
|
Verition Fund Management
Greenwich,
Connecticut
|
$338K
|
+$24.5K
|
+405
|
+8%
|
|
