|
126
|
BOK Financial
Tulsa,
Oklahoma
|
$561K
|
+$329K
|
+3,274
|
+142%
|
|
|
127
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$543K
|
–
|
–
|
–
|
|
|
128
|
Perigon Wealth Management
San Francisco,
California
|
$526K
|
+$254K
|
+2,527
|
+93%
|
|
|
129
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$520K
|
-$2.75M
|
-27,308
|
-84%
|
|
|
130
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$520K
|
+$6.74K
|
+67
|
+1%
|
|
|
131
|
Confluence Investment Management
St. Louis,
Missouri
|
$501K
|
–
|
–
|
–
|
|
|
132
|
Tarbox Family Office
Newport Beach,
California
|
$486K
|
+$487K
|
+4,839
|
New
|
|
|
133
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$441K
|
-$28M
|
-278,178
|
-98%
|
|
|
134
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$438K
|
+$905
|
+9
|
+0.2%
|
|
|
135
|
Brouwer & Janachowski
Mill Valley,
California
|
$418K
|
+$109K
|
+1,082
|
+35%
|
|
|
136
|
Sage Rhino Capital
Menlo Park,
California
|
$384K
|
-$49.9K
|
-496
|
-11%
|
|
|
137
|
L.J. Altfest & Co
New York
|
$349K
|
+$349K
|
+3,473
|
New
|
|
|
138
|
SEI Investments
Oaks,
Pennsylvania
|
$348K
|
+$64.3K
|
+639
|
+23%
|
|
|
139
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$338K
|
-$312K
|
-3,105
|
-48%
|
|
|
140
|
Gofen & Glossberg
Chicago,
Illinois
|
$333K
|
-$25.1K
|
-250
|
-7%
|
|
|
141
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$319K
|
+$319K
|
+3,176
|
New
|
|
|
142
|
Davidson Trust Company
Seattle,
Washington
|
$311K
|
+$30.2K
|
+300
|
+11%
|
|
|
143
|
Snowden Capital Advisors
New York
|
$278K
|
-$52.8K
|
-525
|
-16%
|
|
|
144
|
American Portfolios Advisors
Holbrook,
New York
|
$265K
|
+$226K
|
+2,248
|
+575%
|
|
|
145
|
Bank of New York Mellon
New York
|
$262K
|
-$6.33K
|
-63
|
-2%
|
|
|
146
|
Waverly Advisors
Birmingham,
Alabama
|
$253K
|
-$53.1K
|
-528
|
-17%
|
|
|
147
|
|
$252K
|
+$51.3K
|
+510
|
+26%
|
|
|
148
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$211K
|
–
|
–
|
–
|
|
|
149
|
Integrated Advisors Network
Dallas,
Texas
|
$210K
|
–
|
–
|
–
|
|
|
150
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$203K
|
+$203K
|
+2,023
|
New
|
|
