|
151
|
EP Wealth Advisors
Torrance,
California
|
$351K
|
+$351K
|
+7,321
|
New
|
|
|
152
|
Harbour Investments
Madison,
Wisconsin
|
$340K
|
-$20.6K
|
-431
|
-6%
|
|
|
153
|
Oppenheimer & Co
New York
|
$333K
|
–
|
–
|
–
|
|
|
154
|
Wingate Wealth Advisors
Lexington,
Massachusetts
|
$313K
|
–
|
–
|
–
|
|
|
155
|
Insigneo Advisory Services
Miami,
Florida
|
$309K
|
-$44.9K
|
-938
|
-13%
|
|
|
156
|
Atomi Financial Group
New York
|
$306K
|
-$189K
|
-3,954
|
-38%
|
|
|
157
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$305K
|
+$10.4K
|
+218
|
+4%
|
|
|
158
|
Alesco Advisors
Pittsford,
New York
|
$303K
|
–
|
–
|
–
|
|
|
159
|
Guerra Pan Advisors
Montclair,
New Jersey
|
$302K
|
–
|
–
|
–
|
|
|
160
|
Lodestone Wealth Management
Spokane,
Washington
|
$300K
|
–
|
–
|
–
|
|
|
161
|
EFG International
Zurich,
|
$297K
|
+$297K
|
+6,195
|
New
|
|
|
162
|
ADE LLC
Baltimore,
Maryland
|
$293K
|
+$48
|
+1
|
+0%
|
|
|
163
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$291K
|
+$58K
|
+1,211
|
+25%
|
|
|
164
|
Principal Securities
Des Moines,
Iowa
|
$287K
|
+$22.7K
|
+474
|
+9%
|
|
|
165
|
Weaver Consulting Group
Huntington Beach,
California
|
$278K
|
-$335
|
-7
|
-0.1%
|
|
|
166
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$277K
|
–
|
–
|
–
|
|
|
167
|
West Michigan Advisors
Holland,
Michigan
|
$264K
|
+$37.7K
|
+787
|
+17%
|
|
|
168
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$251K
|
–
|
–
|
–
|
|
|
169
|
Soltis Investment Advisors
St. George,
Utah
|
$244K
|
+$244K
|
+5,094
|
New
|
|
|
170
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$232K
|
+$232K
|
+4,834
|
New
|
|
|
171
|
Summit Financial
Parsippany,
New Jersey
|
$221K
|
-$4.55K
|
-95
|
-2%
|
|
|
172
|
Astoria Portfolio Advisors
New York
|
$215K
|
+$196K
|
+4,092
|
New
|
|
|
173
|
Fortune Financial Advisors
Overland Park,
Kansas
|
$214K
|
+$214K
|
+4,458
|
New
|
|
|
174
|
Cresset Asset Management
Chicago,
Illinois
|
$213K
|
+$213K
|
+4,437
|
New
|
|
|
175
|
Lazari Capital Management
Woodland Hills,
California
|
$210K
|
-$36.5K
|
-763
|
-15%
|
|
