|
401
|
Planning Directions
Glen Mills,
Pennsylvania
|
$1.63M
|
+$52.9K
|
+1,908
|
+3%
|
|
|
402
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$1.62M
|
+$198K
|
+7,146
|
+14%
|
|
|
403
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$1.62M
|
+$7.49K
|
+270
|
+0.5%
|
|
|
404
|
Whittier Trust
South Pasadena,
California
|
$1.59M
|
-$359K
|
-12,930
|
-18%
|
|
|
405
|
SeaCrest Wealth Management
Purchase,
New York
|
$1.56M
|
+$410K
|
+14,766
|
+35%
|
|
|
406
|
Institute for Wealth Management
Denver,
Colorado
|
$1.56M
|
-$2.75M
|
-99,132
|
-64%
|
|
|
407
|
Bernicke Wealth Management
Altoona,
Wisconsin
|
$1.55M
|
-$87.9K
|
-3,168
|
-5%
|
|
|
408
|
Evanson Asset Management
Carmel,
California
|
$1.54M
|
-$18.6K
|
-672
|
-1%
|
|
|
409
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.54M
|
+$32.5K
|
+1,170
|
+2%
|
|
|
410
|
Freestone Capital Holdings
Seattle,
Washington
|
$1.54M
|
–
|
–
|
–
|
|
|
411
|
Reynders McVeigh Capital Management
Boston,
Massachusetts
|
$1.53M
|
-$49.4K
|
-1,782
|
-3%
|
|
|
412
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$1.53M
|
-$10.8K
|
-390
|
-0.7%
|
|
|
413
|
Two Sigma Advisers
New York
|
$1.53M
|
+$1.53M
|
+55,200
|
New
|
|
|
414
|
Great Lakes Advisors
Chicago,
Illinois
|
$1.51M
|
–
|
–
|
–
|
|
|
415
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$1.49M
|
+$166
|
+6
|
+0%
|
|
|
416
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$1.48M
|
-$212K
|
-7,626
|
-12%
|
|
|
417
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.48M
|
-$60.8K
|
-2,190
|
-4%
|
|
|
418
|
L & S Advisors
Los Angeles,
California
|
$1.46M
|
-$28.8K
|
-1,038
|
-2%
|
|
|
419
|
BOK Financial
Tulsa,
Oklahoma
|
$1.45M
|
+$85.1K
|
+3,066
|
+6%
|
|
|
420
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$1.41M
|
-$754K
|
-27,174
|
-35%
|
|
|
421
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$1.39M
|
+$755K
|
+27,228
|
+119%
|
|
|
422
|
Park Avenue Securities
New York
|
$1.38M
|
+$1.39M
|
+49,932
|
New
|
|
|
423
|
|
$1.37M
|
-$32.8K
|
-1,182
|
-2%
|
|
|
424
|
Krilogy Financial
St. Louis,
Missouri
|
$1.37M
|
-$188K
|
-6,768
|
-12%
|
|
|
425
|
Claro Advisors
Boston,
Massachusetts
|
$1.36M
|
-$832
|
-30
|
-0.1%
|
|
