|
51
|
Bank of New York Mellon
New York
|
$401K
|
-$97K
|
-1,652
|
-20%
|
|
|
52
|
Dimension Capital Management
Coral Gables,
Florida
|
$383K
|
+$383K
|
+6,514
|
New
|
|
|
53
|
|
$380K
|
-$333K
|
-5,670
|
-47%
|
|
|
54
|
Rand Wealth
Baltimore,
Maryland
|
$372K
|
–
|
–
|
–
|
|
|
55
|
Portfolio Solutions
Royal Oak,
Michigan
|
$366K
|
+$366K
|
+6,228
|
New
|
|
|
56
|
Bank of Stockton
Stockton,
California
|
$340K
|
–
|
–
|
–
|
|
|
57
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$338K
|
–
|
–
|
–
|
|
|
58
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$337K
|
+$335K
|
+5,700
|
New
|
|
|
59
|
Litman Gregory Wealth Management
Larkspur,
California
|
$293K
|
–
|
–
|
–
|
|
|
60
|
EP Wealth Advisors
Torrance,
California
|
$292K
|
-$324K
|
-5,526
|
-53%
|
|
|
61
|
Cetera Advisor Networks
El Segundo,
California
|
$290K
|
-$14.7K
|
-250
|
-5%
|
|
|
62
|
Bank of the West
Monterey Park,
California
|
$284K
|
+$29.4K
|
+500
|
+12%
|
|
|
63
|
Corient Capital Partners
Newport Beach,
California
|
$282K
|
–
|
–
|
–
|
|
|
64
|
Stifel Financial
St. Louis,
Missouri
|
$276K
|
-$10.6K
|
-180
|
-4%
|
|
|
65
|
Westside Investment Management
Santa Monica,
California
|
$270K
|
+$65.1K
|
+1,108
|
+32%
|
|
|
66
|
Coe Capital Management
Highland Park,
Illinois
|
$233K
|
–
|
–
|
–
|
|
|
67
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$232K
|
+$18.8K
|
+320
|
+9%
|
|
|
68
|
Partnervest Advisory Services
Santa Barbara,
California
|
$230K
|
+$822
|
+14
|
+0.4%
|
|
|
69
|
Boston Advisors
Boston,
Massachusetts
|
$221K
|
+$220K
|
+3,750
|
New
|
|
|
70
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$220K
|
+$220K
|
+3,738
|
New
|
|
|
71
|
Raymond James & Associates
St Petersburg,
Florida
|
$216K
|
+$215K
|
+3,668
|
New
|
|
|
72
|
Global Retirement Partners
San Rafael,
California
|
$164K
|
–
|
–
|
–
|
|
|
73
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$124K
|
+$1.76K
|
+30
|
+1%
|
|
|
74
|
US Bancorp
Minneapolis,
Minnesota
|
$109K
|
+$49.9K
|
+850
|
+84%
|
|
|
75
|
Steward Partners Investment Advisory
New York
|
$107K
|
–
|
–
|
–
|
|
