|
151
|
Eclectic Associates
Fullerton,
California
|
$265K
|
–
|
–
|
–
|
|
|
152
|
Verus Capital Partners
Scottsdale,
Arizona
|
$265K
|
+$285K
|
+4,737
|
New
|
|
|
153
|
Columbia Trust
Portland,
Oregon
|
$264K
|
-$99.3K
|
-1,650
|
-26%
|
|
|
154
|
Perigon Wealth Management
San Francisco,
California
|
$252K
|
+$19K
|
+315
|
+8%
|
|
|
155
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$247K
|
-$140K
|
-2,326
|
-35%
|
|
|
156
|
EPG Wealth Management
Atlanta,
Georgia
|
$247K
|
+$722
|
+12
|
+0.3%
|
|
|
157
|
Joel Isaacson & Co
New York
|
$234K
|
–
|
–
|
–
|
|
|
158
|
Equitable Holdings
New York
|
$233K
|
-$21.9K
|
-364
|
-8%
|
|
|
159
|
Mission Creek Capital Partners
San Francisco,
California
|
$233K
|
–
|
–
|
–
|
|
|
160
|
IFP Advisors
Tampa,
Florida
|
$232K
|
+$239K
|
+3,968
|
New
|
|
|
161
|
Financial Advocates Investment Management
Olympia,
Washington
|
$227K
|
+$4.93K
|
+82
|
+2%
|
|
|
162
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$224K
|
-$225K
|
-3,735
|
-49%
|
|
|
163
|
Forum Financial Management
Lombard,
Illinois
|
$221K
|
–
|
–
|
–
|
|
|
164
|
HBW Advisory Services
Simi Valley,
California
|
$221K
|
+$2.05K
|
+34
|
+0.9%
|
|
|
165
|
55I LLC
Boston,
Massachusetts
|
$218K
|
-$122K
|
-2,032
|
-35%
|
|
|
166
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$217K
|
+$542
|
+9
|
+0.2%
|
|
|
167
|
Rockefeller Capital Management
New York
|
$215K
|
+$175K
|
+2,900
|
+360%
|
|
|
168
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$213K
|
-$90.6K
|
-1,505
|
-29%
|
|
|
169
|
Calton & Associates
Tampa,
Florida
|
$213K
|
-$70.2K
|
-1,166
|
-24%
|
|
|
170
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$207K
|
+$602
|
+10
|
+0.3%
|
|
|
171
|
|
$205K
|
-$561K
|
-9,317
|
-73%
|
|
|
172
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$192K
|
-$7.28K
|
-121
|
-4%
|
|
|
173
|
Main Management
San Francisco,
California
|
$175K
|
–
|
–
|
–
|
|
|
174
|
|
$172K
|
–
|
–
|
–
|
|
|
175
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$166K
|
–
|
–
|
–
|
|
