|
126
|
Veritable
Wilmington,
Delaware
|
$5.53M
|
+$475K
|
+7,094
|
+10%
|
|
|
127
|
Fidelity Investments
Boston,
Massachusetts
|
$5.23M
|
+$4.58M
|
+68,373
|
+845%
|
|
|
128
|
Counsel Portfolio Services
Mississauga,
Ontario, Canada
|
$5.18M
|
+$128K
|
+1,918
|
+3%
|
|
|
129
|
KCM Investment Advisors
Greenbrae,
California
|
$5.09M
|
+$1.4M
|
+20,868
|
+39%
|
|
|
130
|
Capital Investment Advisors
Atlanta,
Georgia
|
$5.03M
|
+$628K
|
+9,390
|
+15%
|
|
|
131
|
Martin & Co
Knoxville,
Tennessee
|
$5M
|
+$56.2K
|
+840
|
+1%
|
|
|
132
|
Archford Capital Strategies
Swansea,
Illinois
|
$4.87M
|
+$188K
|
+2,816
|
+4%
|
|
|
133
|
Strategic Income Management
Seattle,
Washington
|
$4.82M
|
+$4.72M
|
+70,525
|
New
|
|
|
134
|
Toth Financial Advisory
Leesburg,
Virginia
|
$4.74M
|
-$567K
|
-8,466
|
-11%
|
|
|
135
|
|
$4.67M
|
+$3.73M
|
+55,712
|
+441%
|
|
|
136
|
Ken Stern & Associates
San Diego,
California
|
$4.56M
|
+$4.46M
|
+66,692
|
New
|
|
|
137
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.51M
|
+$2.12M
|
+31,700
|
+93%
|
|
|
138
|
First Mercantile Trust
Cordova,
Tennessee
|
$4.44M
|
-$230K
|
-3,434
|
-5%
|
|
|
139
|
Numeric Investors
Boston,
Massachusetts
|
$4.26M
|
+$1.85M
|
+27,700
|
+80%
|
|
|
140
|
Sabal Trust
St. Petersburg,
Florida
|
$4.26M
|
+$508K
|
+7,589
|
+14%
|
|
|
141
|
Sunflower Bank Wealth Management
Scottsdale,
Arizona
|
$4.13M
|
-$60.6K
|
-905
|
-1%
|
|
|
142
|
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
|
$3.98M
|
-$41.4K
|
-619
|
-1%
|
|
|
143
|
MSI Financial Services
Springfield,
Massachusetts
|
$3.94M
|
+$815K
|
+12,177
|
+27%
|
|
|
144
|
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
$3.89M
|
–
|
–
|
–
|
|
|
145
|
Affiance Financial
St. Louis Park,
Minnesota
|
$3.84M
|
+$3.76M
|
+56,203
|
New
|
|
|
146
|
Segment Wealth Management
Houston,
Texas
|
$3.84M
|
-$12.7K
|
-189
|
-0.3%
|
|
|
147
|
TD Asset Management
Toronto,
Ontario, Canada
|
$3.79M
|
-$2.09M
|
-31,155
|
-36%
|
|
|
148
|
HighTower Advisors
Chicago,
Illinois
|
$3.69M
|
+$232K
|
+3,469
|
+7%
|
|
|
149
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$3.64M
|
-$107K
|
-1,593
|
-3%
|
|
|
150
|
Foothills Asset Management
Scottsdale,
Arizona
|
$3.57M
|
-$181K
|
-2,700
|
-5%
|
|
