|
226
|
Stonegate Investment Group
Birmingham,
Alabama
|
$5.23M
|
+$176K
|
+863
|
+4%
|
|
|
227
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$5.16M
|
-$155K
|
-760
|
-3%
|
|
|
228
|
Capital Planning
Bellevue,
Washington
|
$5.14M
|
+$605K
|
+2,960
|
+14%
|
|
|
229
|
Sage Financial Management Group
Mclean,
Virginia
|
$5.11M
|
+$266K
|
+1,303
|
+6%
|
|
|
230
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5.07M
|
+$434K
|
+2,123
|
+10%
|
|
|
231
|
Tortoise Investment Management
White Plains,
New York
|
$5.06M
|
+$205K
|
+1,002
|
+5%
|
|
|
232
|
Pioneer Wealth Management Group
Austin,
Texas
|
$5.05M
|
-$1.62M
|
-7,931
|
-26%
|
|
|
233
|
Natixis Advisors
Boston,
Massachusetts
|
$5M
|
-$95.7K
|
-468
|
-2%
|
|
|
234
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$4.95M
|
-$188K
|
-920
|
-4%
|
|
|
235
|
Modera Wealth Management
Westwood,
New Jersey
|
$4.91M
|
-$89.1K
|
-436
|
-2%
|
|
|
236
|
Kendall Capital Management
Rockville,
Maryland
|
$4.86M
|
–
|
–
|
–
|
|
|
237
|
Adero Partners
Pleasanton,
California
|
$4.84M
|
+$313K
|
+1,530
|
+7%
|
|
|
238
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$4.83M
|
+$167K
|
+815
|
+4%
|
|
|
239
|
|
$4.82M
|
–
|
–
|
–
|
|
|
240
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$4.75M
|
+$551K
|
+2,698
|
+14%
|
|
|
241
|
Central Trust Company
Jefferson City,
Missouri
|
$4.68M
|
-$30.7K
|
-150
|
-0.7%
|
|
|
242
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$4.67M
|
-$64.4K
|
-315
|
-1%
|
|
|
243
|
Vontobel Holding
Zurich,
Switzerland
|
$4.63M
|
+$20.6K
|
+101
|
+0.5%
|
|
|
244
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$4.52M
|
-$409
|
-2
|
-0%
|
|
|
245
|
US Bancorp
Minneapolis,
Minnesota
|
$4.5M
|
+$262K
|
+1,281
|
+7%
|
|
|
246
|
Gradient Capital Advisors
San Diego,
California
|
$4.39M
|
+$28.8K
|
+141
|
+0.7%
|
|
|
247
|
Marietta Wealth Management
Marietta,
Georgia
|
$4.38M
|
+$51.1K
|
+250
|
+1%
|
|
|
248
|
Black Diamond Financial
Towson,
Maryland
|
$4.36M
|
-$204
|
-1
|
-0%
|
|
|
249
|
Soundwatch Capital
Rowayton,
Connecticut
|
$4.28M
|
-$1.93M
|
-9,463
|
-33%
|
|
|
250
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$4.28M
|
+$256K
|
+1,250
|
+7%
|
|
