|
126
|
Perigon Wealth Management
San Francisco,
California
|
$202K
|
+$192K
|
+8,495
|
New
|
|
|
127
|
Pathstone Family Office
Englewood,
New Jersey
|
$181K
|
–
|
–
|
–
|
|
|
128
|
Valeo Financial Advisors
Carmel,
Indiana
|
$166K
|
+$38.2K
|
+1,692
|
+32%
|
|
|
129
|
Oxford Financial Group
Carmel,
Indiana
|
$141K
|
-$21.6K
|
-956
|
-14%
|
|
|
130
|
Vigilant Capital Management
Portland,
Maine
|
$130K
|
-$36.2K
|
-1,605
|
-23%
|
|
|
131
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$119K
|
-$25.4K
|
-1,126
|
-18%
|
|
|
132
|
Advisornet Financial
Minnetonka,
Minnesota
|
$116K
|
-$133K
|
-5,912
|
-55%
|
|
|
133
|
Hoover Financial Advisors
Malvern,
Pennsylvania
|
$106K
|
+$100K
|
+4,446
|
New
|
|
|
134
|
American Portfolios Advisors
Holbrook,
New York
|
$103K
|
-$16.6K
|
-736
|
-14%
|
|
|
135
|
Wells Fargo
San Francisco,
California
|
$90K
|
-$40K
|
-1,771
|
-32%
|
|
|
136
|
Townsend Asset Management
Raleigh,
North Carolina
|
$90K
|
-$2.35K
|
-104
|
-3%
|
|
|
137
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$88K
|
+$83.9K
|
+3,718
|
New
|
|
|
138
|
Lindbrook Capital
Calabasas,
California
|
$78K
|
+$74.3K
|
+3,293
|
New
|
|
|
139
|
US Bancorp
Minneapolis,
Minnesota
|
$72K
|
-$26K
|
-1,151
|
-27%
|
|
|
140
|
CVA Family Office
Denver,
Colorado
|
$70K
|
-$367K
|
-16,275
|
-85%
|
|
|
141
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$68K
|
–
|
–
|
–
|
|
|
142
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$64K
|
+$9.71K
|
+430
|
+19%
|
|
|
143
|
Howe & Rusling
Rochester,
New York
|
$63K
|
–
|
–
|
–
|
|
|
144
|
Litman Gregory Wealth Management
Larkspur,
California
|
$57K
|
–
|
–
|
–
|
|
|
145
|
Trust Company
Manhattan,
Kansas
|
$50K
|
+$47.3K
|
+2,095
|
New
|
|
|
146
|
Retirement Group
San Diego,
California
|
$45K
|
+$42.6K
|
+1,887
|
New
|
|
|
147
|
Rockefeller Capital Management
New York
|
$44K
|
-$1.02K
|
-45
|
-2%
|
|
|
148
|
LifePlan Financial Group
Dayton,
Ohio
|
$42K
|
–
|
–
|
–
|
|
|
149
|
Spectrum Management Group
Indianapolis,
Indiana
|
$40K
|
–
|
–
|
–
|
|
|
150
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$33K
|
-$453K
|
-20,060
|
-94%
|
|
