|
201
|
Waypoint Wealth Partners
Mill Valley,
California
|
$458K
|
–
|
–
|
–
|
|
|
202
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$454K
|
+$93K
|
+1,618
|
+26%
|
|
|
203
|
WESPAC Advisors SoCal
Pasadena,
California
|
$450K
|
+$150K
|
+2,601
|
+49%
|
|
|
204
|
Nautilus Advisors
La Jolla,
California
|
$450K
|
+$451K
|
+7,850
|
New
|
|
|
205
|
Catalina Capital Group
Torrance,
California
|
$422K
|
+$123K
|
+2,147
|
+41%
|
|
|
206
|
Golden State Wealth Management
Santa Ana,
California
|
$415K
|
+$417K
|
+7,248
|
New
|
|
|
207
|
North Berkeley Wealth Management
Berkeley,
California
|
$410K
|
+$411K
|
+7,152
|
New
|
|
|
208
|
|
$409K
|
-$28.9K
|
-502
|
-7%
|
|
|
209
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$402K
|
–
|
–
|
–
|
|
|
210
|
Sovran Advisors
San Diego,
California
|
$401K
|
+$409K
|
+7,110
|
New
|
|
|
211
|
GAMMA Investing
Foster City,
California
|
$395K
|
+$87.3K
|
+1,519
|
+28%
|
|
|
212
|
Perigon Wealth Management
San Francisco,
California
|
$394K
|
+$401K
|
+6,968
|
New
|
|
|
213
|
Highline Wealth Partners
Sherman Oaks,
California
|
$393K
|
+$3.74K
|
+65
|
+1%
|
|
|
214
|
Strategic Financial Services
Utica,
New York
|
$392K
|
–
|
–
|
–
|
|
|
215
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$386K
|
-$40.7K
|
-708
|
-10%
|
|
|
216
|
Private Trust Company
Cleveland,
Ohio
|
$384K
|
+$690
|
+12
|
+0.2%
|
|
|
217
|
Maxwell Wealth Strategies
Pleasanton,
California
|
$383K
|
+$2.53K
|
+44
|
+0.7%
|
|
|
218
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$382K
|
–
|
–
|
–
|
|
|
219
|
Sanchez Wealth Management Group
Jacksonville,
Florida
|
$382K
|
+$383K
|
+6,665
|
New
|
|
|
220
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$378K
|
-$14.1K
|
-245
|
-4%
|
|
|
221
|
Summit Wealth Group
White River Junction,
Vermont
|
$369K
|
+$370K
|
+6,436
|
New
|
|
|
222
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$364K
|
–
|
–
|
–
|
|
|
223
|
AQR Capital Management
Greenwich,
Connecticut
|
$361K
|
–
|
–
|
–
|
|
|
224
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$361K
|
–
|
–
|
–
|
|
|
225
|
Prosperitas Financial
Valencia,
California
|
$359K
|
–
|
–
|
–
|
|
