|
151
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$378K
|
+$162K
|
+2,850
|
+75%
|
|
|
152
|
Gemmer Asset Management
Walnut Creek,
California
|
$374K
|
+$1.71K
|
+30
|
+0.5%
|
|
|
153
|
Wedbush Securities
Los Angeles,
California
|
$372K
|
–
|
–
|
–
|
|
|
154
|
NewEdge Advisors
New Orleans,
Louisiana
|
$371K
|
-$931K
|
-16,334
|
-71%
|
|
|
155
|
Lido Advisors
Los Angeles,
California
|
$369K
|
–
|
–
|
–
|
|
|
156
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$360K
|
+$9.97K
|
+175
|
+3%
|
|
|
157
|
Van Strum & Towne
San Francisco,
California
|
$347K
|
-$285K
|
-5,000
|
-45%
|
|
|
158
|
Eclectic Associates
Fullerton,
California
|
$339K
|
-$28.1K
|
-493
|
-8%
|
|
|
159
|
Kestra Advisory Services
Austin,
Texas
|
$338K
|
+$1.37K
|
+24
|
+0.4%
|
|
|
160
|
Calton & Associates
Tampa,
Florida
|
$335K
|
-$20.2K
|
-354
|
-6%
|
|
|
161
|
Davidson Investment Advisors
Great Falls,
Montana
|
$331K
|
+$50.1K
|
+880
|
+18%
|
|
|
162
|
Private Trust Company
Cleveland,
Ohio
|
$323K
|
+$56.6K
|
+994
|
+21%
|
|
|
163
|
Oppenheimer & Co
New York
|
$314K
|
–
|
–
|
–
|
|
|
164
|
Prospera Financial Services
Dallas,
Texas
|
$302K
|
–
|
–
|
–
|
|
|
165
|
KM Capital Management
Austin,
Texas
|
$302K
|
+$302K
|
+5,300
|
New
|
|
|
166
|
Westshore Wealth
Newport Beach,
California
|
$300K
|
+$1.14K
|
+20
|
+0.4%
|
|
|
167
|
Glassman Wealth Services
Vienna,
Virginia
|
$297K
|
–
|
–
|
–
|
|
|
168
|
|
$285K
|
-$171
|
-3
|
-0.1%
|
|
|
169
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$284K
|
+$2.9K
|
+51
|
+1%
|
|
|
170
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$271K
|
-$75.1K
|
-1,319
|
-22%
|
|
|
171
|
Weil Company
San Diego,
California
|
$267K
|
–
|
–
|
–
|
|
|
172
|
Root Financial Partners
Encinitas,
California
|
$260K
|
-$7.86K
|
-138
|
-3%
|
|
|
173
|
Equitable Holdings
New York
|
$258K
|
+$17.7K
|
+310
|
+7%
|
|
|
174
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$258K
|
-$15.7K
|
-276
|
-6%
|
|
|
175
|
|
$255K
|
-$160K
|
-2,800
|
-38%
|
|
