|
51
|
Perigon Wealth Management
San Francisco,
California
|
$286K
|
–
|
–
|
–
|
|
|
52
|
Nuveen
Charlotte,
North Carolina
|
$285K
|
–
|
–
|
–
|
|
|
53
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$283K
|
+$285K
|
+4,968
|
New
|
|
|
54
|
Gould Asset Management
Claremont,
California
|
$280K
|
+$16.9K
|
+295
|
+6%
|
|
|
55
|
Cetera Advisor Networks
El Segundo,
California
|
$274K
|
+$62.4K
|
+1,089
|
+29%
|
|
|
56
|
Evanson Asset Management
Carmel,
California
|
$271K
|
–
|
–
|
–
|
|
|
57
|
Samalin Investment Counsel
Chappaqua,
New York
|
$268K
|
+$33.7K
|
+588
|
+14%
|
|
|
58
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$243K
|
-$3.27K
|
-57
|
-1%
|
|
|
59
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$242K
|
–
|
–
|
–
|
|
|
60
|
Eaton Vance Management
Boston,
Massachusetts
|
$237K
|
–
|
–
|
–
|
|
|
61
|
MML Investors Services
Springfield,
Massachusetts
|
$231K
|
+$233K
|
+4,060
|
New
|
|
|
62
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$224K
|
-$275K
|
-4,802
|
-55%
|
|
|
63
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$217K
|
-$134K
|
-2,330
|
-38%
|
|
|
64
|
Coldstream Capital Management
Bellevue,
Washington
|
$209K
|
–
|
–
|
–
|
|
|
65
|
Atria Wealth Solutions
New York
|
$207K
|
+$208K
|
+3,626
|
New
|
|
|
66
|
Osaic Holdings
Scottsdale,
Arizona
|
$200K
|
+$44.8K
|
+782
|
+40%
|
|
|
67
|
GHP Investment Advisors
Denver,
Colorado
|
$160K
|
+$161K
|
+2,810
|
New
|
|
|
68
|
UMB Bank
Kansas City,
Missouri
|
$159K
|
–
|
–
|
–
|
|
|
69
|
Tortoise Investment Management
White Plains,
New York
|
$151K
|
+$6.99K
|
+122
|
+5%
|
|
|
70
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$145K
|
–
|
–
|
–
|
|
|
71
|
Allworth Financial
Folsom,
California
|
$142K
|
–
|
–
|
–
|
|
|
72
|
Steward Partners Investment Advisory
New York
|
$135K
|
-$459
|
-8
|
-0.3%
|
|
|
73
|
Global Retirement Partners
San Rafael,
California
|
$83K
|
+$92.1K
|
+1,606
|
New
|
|
|
74
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$53K
|
–
|
–
|
–
|
|
|
75
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$45K
|
–
|
–
|
–
|
|
