|
126
|
Boston Family Office
Boston,
Massachusetts
|
$1.09M
|
+$15.2K
|
+157
|
+1%
|
|
|
127
|
Vista Capital Partners
Portland,
Oregon
|
$1.08M
|
–
|
–
|
–
|
|
|
128
|
Evanson Asset Management
Carmel,
California
|
$1.06M
|
+$55.8K
|
+576
|
+5%
|
|
|
129
|
|
$1.05M
|
-$418K
|
-4,312
|
-28%
|
|
|
130
|
IberiaBank
Lafayette,
Louisiana
|
$1.04M
|
–
|
–
|
–
|
|
|
131
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$1M
|
+$505K
|
+5,216
|
+98%
|
|
|
132
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$959K
|
+$29K
|
+300
|
+3%
|
|
|
133
|
Callan Capital
La Jolla,
California
|
$955K
|
+$58.7K
|
+606
|
+6%
|
|
|
134
|
United Asset Strategies
Garden City,
New York
|
$912K
|
-$32.4K
|
-335
|
-3%
|
|
|
135
|
Neuberger Berman Group
New York
|
$905K
|
+$102K
|
+1,050
|
+12%
|
|
|
136
|
MSI Financial Services
Springfield,
Massachusetts
|
$876K
|
+$47.5K
|
+491
|
+6%
|
|
|
137
|
M&T Bank
Buffalo,
New York
|
$875K
|
-$33.9K
|
-350
|
-4%
|
|
|
138
|
Suntrust Banks
Atlanta,
Georgia
|
$874K
|
+$595K
|
+6,147
|
+200%
|
|
|
139
|
New England Asset Management
Farmington,
Connecticut
|
$873K
|
-$126K
|
-1,300
|
-12%
|
|
|
140
|
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
|
$855K
|
–
|
–
|
–
|
|
|
141
|
Covington Capital Management
Los Angeles,
California
|
$819K
|
+$837K
|
+8,640
|
New
|
|
|
142
|
BOK Financial
Tulsa,
Oklahoma
|
$803K
|
+$492K
|
+5,081
|
+150%
|
|
|
143
|
American International Group
New York
|
$776K
|
-$773K
|
-7,988
|
-49%
|
|
|
144
|
CIBC Bank USA
Chicago,
Illinois
|
$772K
|
-$77.9K
|
-805
|
-9%
|
|
|
145
|
Wealthfront
Palo Alto,
California
|
$767K
|
+$771K
|
+7,962
|
+6,319%
|
|
|
146
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$764K
|
+$30.5K
|
+315
|
+4%
|
|
|
147
|
First Allied Advisory Services
San Diego,
California
|
$761K
|
+$21K
|
+217
|
+3%
|
|
|
148
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$748K
|
-$17.9K
|
-185
|
-2%
|
|
|
149
|
Cobblestone Capital Advisors
Rochester,
New York
|
$717K
|
-$7.75K
|
-80
|
-1%
|
|
|
150
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$713K
|
+$5.23K
|
+54
|
+0.7%
|
|
