|
201
|
Surevest
Los Angeles,
California
|
$425K
|
+$436K
|
+9,011
|
New
|
|
|
202
|
Hollencrest Capital Management
Newport Beach,
California
|
$419K
|
–
|
–
|
–
|
|
|
203
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$418K
|
–
|
–
|
–
|
|
|
204
|
Miracle Mile Advisors
Los Angeles,
California
|
$417K
|
+$427K
|
+8,832
|
New
|
|
|
205
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$397K
|
–
|
–
|
–
|
|
|
206
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$388K
|
+$1.06K
|
+22
|
+0.3%
|
|
|
207
|
Landsberg Bennett & Dubbaneh
Punta Gorda,
Florida
|
$367K
|
+$372K
|
+7,698
|
New
|
|
|
208
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$362K
|
-$290
|
-6
|
-0.1%
|
|
|
209
|
Tiedemann Advisors
New York
|
$355K
|
–
|
–
|
–
|
|
|
210
|
Grandfield & Dodd
New York
|
$350K
|
–
|
–
|
–
|
|
|
211
|
Private Management Group
Irvine,
California
|
$350K
|
–
|
–
|
–
|
|
|
212
|
Efficient Advisors
Mason,
Ohio
|
$346K
|
+$532
|
+11
|
+0.2%
|
|
|
213
|
Private Portfolio Partners
Paramus,
New Jersey
|
$341K
|
-$6.05K
|
-125
|
-2%
|
|
|
214
|
Frank Rimerman Advisors
Palo Alto,
California
|
$339K
|
–
|
–
|
–
|
|
|
215
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$323K
|
–
|
–
|
–
|
|
|
216
|
Evercore Wealth Management
New York
|
$321K
|
+$329K
|
+6,799
|
New
|
|
|
217
|
Versant Capital Management
Phoenix,
Arizona
|
$319K
|
+$327K
|
+6,759
|
New
|
|
|
218
|
Portfolio Solutions
Royal Oak,
Michigan
|
$318K
|
-$22.3K
|
-460
|
-6%
|
|
|
219
|
Busey Bank
Urbana,
Illinois
|
$318K
|
–
|
–
|
–
|
|
|
220
|
Whittier Trust
South Pasadena,
California
|
$314K
|
–
|
–
|
–
|
|
|
221
|
GSB Wealth Management
Guilford,
Connecticut
|
$307K
|
-$6.14K
|
-127
|
-2%
|
|
|
222
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$307K
|
–
|
–
|
–
|
|
|
223
|
Brookstone Capital Management
Wheaton,
Illinois
|
$306K
|
–
|
–
|
–
|
|
|
224
|
Principal Street Partners
Memphis,
Tennessee
|
$305K
|
-$315K
|
-6,520
|
-50%
|
|
|
225
|
Gradient Investments
Arden Hills,
Minnesota
|
$305K
|
–
|
–
|
–
|
|
