|
101
|
WestHill Financial Advisors
San Rafael,
California
|
$1.02M
|
+$908K
|
+12,846
|
New
|
|
|
102
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$1.01M
|
-$583K
|
-8,254
|
-39%
|
|
|
103
|
|
$1M
|
+$112K
|
+1,590
|
+14%
|
|
|
104
|
Goldstein Munger & Associates
San Ramon,
California
|
$980K
|
+$2.26K
|
+32
|
+0.3%
|
|
|
105
|
Bank of New York Mellon
New York
|
$954K
|
–
|
–
|
–
|
|
|
106
|
Venturi Wealth Management
Austin,
Texas
|
$952K
|
+$851K
|
+12,036
|
New
|
|
|
107
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$890K
|
-$12K
|
-170
|
-1%
|
|
|
108
|
NexWave Capital Partners
New York
|
$870K
|
+$778K
|
+11,004
|
New
|
|
|
109
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$843K
|
-$145K
|
-2,058
|
-16%
|
|
|
110
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$827K
|
+$405K
|
+5,724
|
+121%
|
|
|
111
|
180 Wealth Advisors
Federal Way,
Washington
|
$814K
|
+$36.9K
|
+522
|
+6%
|
|
|
112
|
Parametric Portfolio Associates
Seattle,
Washington
|
$810K
|
+$42K
|
+594
|
+6%
|
|
|
113
|
Strategic Financial Services
Utica,
New York
|
$791K
|
–
|
–
|
–
|
|
|
114
|
Park Avenue Securities
New York
|
$771K
|
-$76.7K
|
-1,086
|
-10%
|
|
|
115
|
Tobias Financial Advisors
Plantation,
Florida
|
$770K
|
–
|
–
|
–
|
|
|
116
|
Prudential Financial
Newark,
New Jersey
|
$770K
|
+$688K
|
+9,734
|
New
|
|
|
117
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$764K
|
–
|
–
|
–
|
|
|
118
|
Telemus Capital
Southfield,
Michigan
|
$758K
|
+$848
|
+12
|
+0.1%
|
|
|
119
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$746K
|
+$28.3K
|
+400
|
+4%
|
|
|
120
|
Vivaldi Capital Management
Chicago,
Illinois
|
$736K
|
–
|
–
|
–
|
|
|
121
|
Citizens Financial Group
Providence,
Rhode Island
|
$730K
|
–
|
–
|
–
|
|
|
122
|
Vantage Investment Partners
Kansas City,
Missouri
|
$717K
|
-$1.51M
|
-21,298
|
-70%
|
|
|
123
|
Zuckerman Investment Group
Chicago,
Illinois
|
$713K
|
+$216K
|
+3,058
|
+51%
|
|
|
124
|
Stifel Financial
St. Louis,
Missouri
|
$708K
|
+$633K
|
+8,954
|
New
|
|
|
125
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$702K
|
–
|
–
|
–
|
|
