|
176
|
Portside Wealth Group
Provo,
Utah
|
$575K
|
+$19.5K
|
+1,356
|
+4%
|
|
|
177
|
Focus Partners Wealth
Boston,
Massachusetts
|
$573K
|
+$278K
|
+19,326
|
+108%
|
|
|
178
|
Versant Capital Management
Phoenix,
Arizona
|
$570K
|
+$13.8K
|
+959
|
+3%
|
|
|
179
|
Congress Wealth Management
Boston,
Massachusetts
|
$566K
|
+$530K
|
+36,808
|
New
|
|
|
180
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$554K
|
-$178K
|
-12,367
|
-26%
|
|
|
181
|
D'Orazio & Associates
Falls Church,
Virginia
|
$554K
|
-$11.1K
|
-771
|
-2%
|
|
|
182
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$549K
|
+$13.9K
|
+965
|
+3%
|
|
|
183
|
Iconiq Capital
San Francisco,
California
|
$547K
|
+$9.28K
|
+644
|
+2%
|
|
|
184
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$536K
|
+$14K
|
+969
|
+3%
|
|
|
185
|
Sage Rhino Capital
Menlo Park,
California
|
$535K
|
-$5.43K
|
-377
|
-1%
|
|
|
186
|
West Family Investments
Carlsbad,
California
|
$533K
|
+$499K
|
+34,671
|
New
|
|
|
187
|
Personal CFO Solutions
Chester,
New Jersey
|
$521K
|
+$37.1K
|
+2,577
|
+8%
|
|
|
188
|
HUB Investment Partners
Austin,
Texas
|
$520K
|
+$488K
|
+33,855
|
New
|
|
|
189
|
One Wealth Advisors
San Francisco,
California
|
$507K
|
+$10.9K
|
+758
|
+2%
|
|
|
190
|
RNC Capital Management
Los Angeles,
California
|
$504K
|
+$55.9K
|
+3,880
|
+13%
|
|
|
191
|
PDS Planning
Dublin,
Ohio
|
$490K
|
-$58
|
-4
|
-0%
|
|
|
192
|
Engineers Gate Manager
New York
|
$475K
|
-$1.3M
|
-90,506
|
-75%
|
|
|
193
|
Brighton Jones LLC
Seattle,
Washington
|
$463K
|
+$19.2K
|
+1,333
|
+5%
|
|
|
194
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$461K
|
–
|
–
|
–
|
|
|
195
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$443K
|
-$2.74K
|
-190
|
-0.7%
|
|
|
196
|
BSW Wealth Partners
Boulder,
Colorado
|
$441K
|
-$5.92K
|
-411
|
-1%
|
|
|
197
|
Glenmede Investment Management
Philadelphia,
Pennsylvania
|
$437K
|
+$409K
|
+28,406
|
New
|
|
|
198
|
Parallel Advisors
San Francisco,
California
|
$432K
|
+$12.4K
|
+861
|
+3%
|
|
|
199
|
William Blair & Company
Chicago,
Illinois
|
$430K
|
+$82.7K
|
+5,742
|
+26%
|
|
|
200
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$430K
|
+$35K
|
+2,433
|
+10%
|
|
