|
76
|
Lido Advisors
Los Angeles,
California
|
$252K
|
+$250K
|
+8,200
|
New
|
|
|
77
|
Private Ocean
San Rafael,
California
|
$229K
|
+$139K
|
+4,560
|
+159%
|
|
|
78
|
Verition Fund Management
Greenwich,
Connecticut
|
$220K
|
+$218K
|
+7,159
|
New
|
|
|
79
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$219K
|
+$8.17K
|
+268
|
+4%
|
|
|
80
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$204K
|
–
|
–
|
–
|
|
|
81
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$203K
|
-$8.87K
|
-291
|
-4%
|
|
|
82
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$200K
|
–
|
–
|
–
|
|
|
83
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$183K
|
+$93K
|
+3,051
|
+104%
|
|
|
84
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$175K
|
+$172K
|
+5,643
|
+8,817%
|
|
|
85
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$138K
|
+$38.5K
|
+1,264
|
+39%
|
|
|
86
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$137K
|
+$51.7K
|
+1,694
|
+61%
|
|
|
87
|
Versant Capital Management
Phoenix,
Arizona
|
$119K
|
+$18.3K
|
+600
|
+18%
|
|
|
88
|
Wells Fargo
San Francisco,
California
|
$109K
|
-$65.8K
|
-2,157
|
-38%
|
|
|
89
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$104K
|
+$274
|
+9
|
+0.3%
|
|
|
90
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$88K
|
-$9.61K
|
-315
|
-10%
|
|
|
91
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$82K
|
+$30
|
+1
|
+0%
|
|
|
92
|
Fidelity Investments
Boston,
Massachusetts
|
$80K
|
+$32.7K
|
+1,072
|
+69%
|
|
|
93
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$79K
|
-$6.5K
|
-213
|
-8%
|
|
|
94
|
Valeo Financial Advisors
Carmel,
Indiana
|
$79K
|
+$10.7K
|
+350
|
+16%
|
|
|
95
|
TrueWealth LLC
Atlanta,
Georgia
|
$75K
|
+$74.5K
|
+2,443
|
+27,144%
|
|
|
96
|
Denver PWM
Denver,
Colorado
|
$45.3K
|
+$45K
|
+1,477
|
New
|
|
|
97
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$38K
|
+$38.2K
|
+1,252
|
New
|
|
|
98
|
First Personal Financial Services
Charlotte,
North Carolina
|
$33K
|
–
|
–
|
–
|
|
|
99
|
LifePlan Financial Group
Dayton,
Ohio
|
$23K
|
+$22.9K
|
+752
|
New
|
|
|
100
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$21K
|
–
|
–
|
–
|
|
