|
126
|
ProVise Management Group
Clearwater,
Florida
|
$4.39M
|
-$25.2K
|
-322
|
-0.6%
|
|
|
127
|
BTC Capital Management
Des Moines,
Iowa
|
$4.37M
|
-$46.7K
|
-596
|
-1%
|
|
|
128
|
Clarius Group LLC
Seattle,
Washington
|
$4.27M
|
+$392K
|
+4,995
|
+11%
|
|
|
129
|
Quest Investment Management
Lake Oswego,
Oregon
|
$4.16M
|
+$216K
|
+2,755
|
+6%
|
|
|
130
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$4.13M
|
+$59K
|
+752
|
+2%
|
|
|
131
|
First American Trust
Santa Ana,
California
|
$4.11M
|
-$519K
|
-6,614
|
-12%
|
|
|
132
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.02M
|
+$150K
|
+1,909
|
+4%
|
|
|
133
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$3.96M
|
–
|
–
|
–
|
|
|
134
|
Capital Planning Advisors
Roseville,
California
|
$3.94M
|
+$57.2K
|
+730
|
+2%
|
|
|
135
|
Noven Financial Group
Denver,
Colorado
|
$3.89M
|
+$3.7M
|
+47,218
|
New
|
|
|
136
|
Burney Company
Reston,
Virginia
|
$3.78M
|
+$3.6M
|
+45,932
|
New
|
|
|
137
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$3.64M
|
-$66.3K
|
-845
|
-2%
|
|
|
138
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$3.6M
|
-$432K
|
-5,505
|
-11%
|
|
|
139
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$3.5M
|
+$36.3K
|
+463
|
+1%
|
|
|
140
|
Bernicke Wealth Management
Altoona,
Wisconsin
|
$3.48M
|
+$3.31M
|
+42,236
|
New
|
|
|
141
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$3.42M
|
+$3.24M
|
+41,353
|
New
|
|
|
142
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$3.41M
|
-$941
|
-12
|
-0%
|
|
|
143
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$3.4M
|
-$629K
|
-8,025
|
-16%
|
|
|
144
|
Corrigan Financial
Middletown,
Rhode Island
|
$3.34M
|
-$58.1K
|
-741
|
-2%
|
|
|
145
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$3.28M
|
+$91.4K
|
+1,166
|
+3%
|
|
|
146
|
Cordasco Financial Network
Naples,
Florida
|
$3.25M
|
-$4.64M
|
-59,173
|
-60%
|
|
|
147
|
Avior Wealth Management
Omaha,
Nebraska
|
$3.15M
|
+$421K
|
+5,372
|
+16%
|
|
|
148
|
Colony Group
Boston,
Massachusetts
|
$3.1M
|
-$1.71M
|
-21,764
|
-37%
|
|
|
149
|
Wolverine Asset Management
Chicago,
Illinois
|
$3.1M
|
+$1M
|
+12,818
|
+52%
|
|
|
150
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$3.03M
|
–
|
–
|
–
|
|
