|
151
|
NWAM LLC
Mercer Island,
Washington
|
$274K
|
+$268K
|
+7,104
|
New
|
|
|
152
|
Parcion Private Wealth
Bellevue,
Washington
|
$266K
|
-$3.39K
|
-90
|
-1%
|
|
|
153
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$261K
|
+$255K
|
+6,780
|
New
|
|
|
154
|
Steward Partners Investment Advisory
New York
|
$259K
|
+$138K
|
+3,658
|
+119%
|
|
|
155
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$258K
|
–
|
–
|
–
|
|
|
156
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$254K
|
–
|
–
|
–
|
|
|
157
|
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
$251K
|
–
|
–
|
–
|
|
|
158
|
AssetMark Inc
Concord,
California
|
$246K
|
+$23K
|
+611
|
+11%
|
|
|
159
|
Bank of New York Mellon
New York
|
$239K
|
+$234K
|
+6,200
|
New
|
|
|
160
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$235K
|
-$59.6K
|
-1,581
|
-21%
|
|
|
161
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$233K
|
+$229K
|
+6,066
|
New
|
|
|
162
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$232K
|
+$301
|
+8
|
+0.1%
|
|
|
163
|
Veritable
Wilmington,
Delaware
|
$222K
|
+$217K
|
+5,750
|
New
|
|
|
164
|
Perigon Wealth Management
San Francisco,
California
|
$219K
|
-$41.4K
|
-1,099
|
-16%
|
|
|
165
|
GW & Wade
Wellesley,
Massachusetts
|
$218K
|
+$213K
|
+5,657
|
New
|
|
|
166
|
Ramiah Investment Group
Brookfield,
Wisconsin
|
$217K
|
+$212K
|
+5,618
|
New
|
|
|
167
|
tru Independence
Portland,
Oregon
|
$215K
|
+$139K
|
+3,691
|
+215%
|
|
|
168
|
|
$213K
|
+$209K
|
+5,536
|
New
|
|
|
169
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$212K
|
+$207K
|
+5,500
|
New
|
|
|
170
|
Asset Dedication LLC
San Francisco,
California
|
$202K
|
-$9.04K
|
-240
|
-4%
|
|
|
171
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$196K
|
+$64.4K
|
+1,710
|
+51%
|
|
|
172
|
Creative Financial Designs
Kokomo,
Indiana
|
$167K
|
+$126K
|
+3,335
|
+336%
|
|
|
173
|
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
|
$160K
|
+$156K
|
+4,145
|
New
|
|
|
174
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$142K
|
–
|
–
|
–
|
|
|
175
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$135K
|
+$52.3K
|
+1,388
|
+66%
|
|
