|
151
|
EP Wealth Advisors
Torrance,
California
|
$4.3M
|
+$4.08M
|
+58,576
|
+3,966%
|
|
|
152
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$4.23M
|
+$4.12M
|
+59,193
|
New
|
|
|
153
|
WESCAP Management Group
Glendale,
California
|
$4.2M
|
+$96.2K
|
+1,383
|
+2%
|
|
|
154
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.17M
|
-$352K
|
-5,061
|
-8%
|
|
|
155
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$4.16M
|
+$24.5K
|
+352
|
+0.6%
|
|
|
156
|
Portland Global Advisors
Portland,
Maine
|
$4.05M
|
+$94.1K
|
+1,353
|
+2%
|
|
|
157
|
Allianz Asset Management
Munich,
Germany
|
$4M
|
-$10.4M
|
-149,810
|
-73%
|
|
|
158
|
Performa Ltd (US)
Charleston,
South Carolina
|
$3.97M
|
+$59.1K
|
+850
|
+2%
|
|
|
159
|
Jasper Ridge Partners
Menlo Park,
California
|
$3.93M
|
–
|
–
|
–
|
|
|
160
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$3.76M
|
+$3.66M
|
+52,555
|
New
|
|
|
161
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$3.49M
|
-$231K
|
-3,321
|
-6%
|
|
|
162
|
MBL Wealth
Charlotte,
North Carolina
|
$3.47M
|
+$6.26K
|
+90
|
+0.2%
|
|
|
163
|
Oppenheimer Asset Management
New York
|
$3.46M
|
+$3.37M
|
+48,433
|
New
|
|
|
164
|
Circle Wealth Management
Summit,
New Jersey
|
$3.35M
|
–
|
–
|
–
|
|
|
165
|
ProShare Advisors
Bethesda,
Maryland
|
$3.31M
|
–
|
–
|
–
|
|
|
166
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.26M
|
-$877K
|
-12,609
|
-22%
|
|
|
167
|
Tocqueville Asset Management
New York
|
$3.23M
|
+$209K
|
+3,000
|
+7%
|
|
|
168
|
Creative Planning
Overland Park,
Kansas
|
$3.16M
|
+$126K
|
+1,816
|
+4%
|
|
|
169
|
FPC Investment Advisory
Petaluma,
California
|
$3.12M
|
+$430K
|
+6,181
|
+16%
|
|
|
170
|
Elyxium Wealth
San Mateo,
California
|
$3.04M
|
+$2.96M
|
+42,501
|
New
|
|
|
171
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$3.01M
|
-$1.21M
|
-17,343
|
-29%
|
|
|
172
|
Black Maple Capital Management
Milwaukee,
Wisconsin
|
$2.9M
|
+$139K
|
+2,000
|
+5%
|
|
|
173
|
US Bancorp
Minneapolis,
Minnesota
|
$2.89M
|
-$18.8K
|
-270
|
-0.7%
|
|
|
174
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.88M
|
-$1.04M
|
-14,914
|
-27%
|
|
|
175
|
Insigneo Advisory Services
Miami,
Florida
|
$2.85M
|
-$191K
|
-2,751
|
-6%
|
|
