|
101
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$281K
|
+$161K
|
+13,134
|
+145%
|
|
|
102
|
Evanson Asset Management
Carmel,
California
|
$280K
|
–
|
–
|
–
|
|
|
103
|
Donor Advised Charitable Giving
San Francisco,
California
|
$275K
|
+$1.47K
|
+120
|
+0.6%
|
|
|
104
|
Camelot Portfolios
Maumee,
Ohio
|
$274K
|
+$266K
|
+21,654
|
New
|
|
|
105
|
Cedar Wealth Management
Walnut Creek,
California
|
$267K
|
+$248K
|
+20,193
|
+2,297%
|
|
|
106
|
Mercer Global Advisors
Denver,
Colorado
|
$254K
|
+$247K
|
+20,073
|
New
|
|
|
107
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$245K
|
-$8.04K
|
-654
|
-3%
|
|
|
108
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$228K
|
+$1.07K
|
+87
|
+0.5%
|
|
|
109
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$227K
|
-$1.14M
|
-92,742
|
-84%
|
|
|
110
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$220K
|
–
|
–
|
–
|
|
|
111
|
Trek Financial
Scottsdale,
Arizona
|
$212K
|
+$206K
|
+16,788
|
New
|
|
|
112
|
Next Capital Management
New York
|
$201K
|
-$21.6K
|
-1,755
|
-10%
|
|
|
113
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$194K
|
+$36.9K
|
+3,000
|
+24%
|
|
|
114
|
Private Ocean
San Rafael,
California
|
$147K
|
-$993K
|
-80,826
|
-87%
|
|
|
115
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$94K
|
+$91.2K
|
+7,425
|
New
|
|
|
116
|
First Horizon Advisors
Memphis,
Tennessee
|
$90K
|
–
|
–
|
–
|
|
|
117
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$77K
|
-$74.1K
|
-6,030
|
-59%
|
|
|
118
|
Front Row Advisors
Tiburon,
California
|
$76K
|
–
|
–
|
–
|
|
|
119
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$65K
|
–
|
–
|
–
|
|
|
120
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$61K
|
-$2.21K
|
-180
|
-4%
|
|
|
121
|
US Bancorp
Minneapolis,
Minnesota
|
$56K
|
-$14.9K
|
-1,209
|
-21%
|
|
|
122
|
Wells Fargo
San Francisco,
California
|
$55K
|
-$39.4K
|
-3,207
|
-43%
|
|
|
123
|
Baystate Wealth Management
Boston,
Massachusetts
|
$52K
|
-$3.8K
|
-309
|
-7%
|
|
|
124
|
Fidelity Investments
Boston,
Massachusetts
|
$50K
|
+$31.3K
|
+2,544
|
+174%
|
|
|
125
|
Destination Wealth Management
Walnut Creek,
California
|
$44K
|
-$38.7K
|
-3,153
|
-47%
|
|
