|
151
|
Neumann Capital Management
Foster City,
California
|
$1.37M
|
–
|
–
|
–
|
|
|
152
|
Personal Financial Consultants
Lafayette,
California
|
$1.35M
|
-$37.1K
|
-530
|
-2%
|
|
|
153
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$1.33M
|
–
|
–
|
–
|
|
|
154
|
Fidelity Investments
Boston,
Massachusetts
|
$1.31M
|
+$141K
|
+2,014
|
+11%
|
|
|
155
|
Accuvest Global Advisors
Provo,
Utah
|
$1.31M
|
+$1.4M
|
+20,000
|
New
|
|
|
156
|
New Capital Management
Houston,
Texas
|
$1.31M
|
-$172K
|
-2,455
|
-11%
|
|
|
157
|
NewDay Solutions
Hampton,
New Hampshire
|
$1.29M
|
+$1.38M
|
+19,662
|
New
|
|
|
158
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$1.29M
|
+$1.38M
|
+19,668
|
New
|
|
|
159
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.25M
|
+$504K
|
+7,208
|
+60%
|
|
|
160
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.25M
|
+$716K
|
+10,230
|
+115%
|
|
|
161
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.25M
|
+$35.8K
|
+511
|
+3%
|
|
|
162
|
Price Wealth
Austin,
Texas
|
$1.24M
|
+$16.1K
|
+230
|
+1%
|
|
|
163
|
KeyBank National Association
Cleveland,
Ohio
|
$1.23M
|
+$10.7K
|
+153
|
+0.8%
|
|
|
164
|
Neuberger Berman Group
New York
|
$1.21M
|
-$182K
|
-2,603
|
-12%
|
|
|
165
|
Choate Investment Advisors
Boston,
Massachusetts
|
$1.21M
|
-$3.99M
|
-56,969
|
-76%
|
|
|
166
|
Empirical Wealth Management
Seattle,
Washington
|
$1.2M
|
+$12.5K
|
+178
|
+1%
|
|
|
167
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.19M
|
+$37.6K
|
+537
|
+3%
|
|
|
168
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$1.18M
|
-$453K
|
-6,470
|
-26%
|
|
|
169
|
Suntrust Banks
Atlanta,
Georgia
|
$1.18M
|
+$7.07K
|
+101
|
+0.6%
|
|
|
170
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$1.17M
|
+$1.21M
|
+17,312
|
+2,792%
|
|
|
171
|
Blue Edge Capital
Richmond,
Virginia
|
$1.16M
|
+$583K
|
+8,332
|
+89%
|
|
|
172
|
United Capital Financial Advisors
Irving,
Texas
|
$1.16M
|
+$283K
|
+4,040
|
+30%
|
|
|
173
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$1.14M
|
+$32.8K
|
+468
|
+3%
|
|
|
174
|
Disciplina Capital Management
Nashville,
Tennessee
|
$1.13M
|
+$1.21M
|
+17,250
|
New
|
|
|
175
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$1.11M
|
–
|
–
|
–
|
|
