|
151
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$207K
|
–
|
–
|
–
|
|
|
152
|
Gradient Capital Advisors
San Diego,
California
|
$206K
|
–
|
–
|
–
|
|
|
153
|
Rice Hall James & Associates
San Diego,
California
|
$202K
|
-$1.38M
|
-10,738
|
-87%
|
|
|
154
|
WP Advisors
San Francisco,
California
|
$202K
|
-$24.8K
|
-193
|
-11%
|
|
|
155
|
Allworth Financial
Folsom,
California
|
$181K
|
–
|
–
|
–
|
|
|
156
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$180K
|
-$257
|
-2
|
-0.1%
|
|
|
157
|
Biltmore Family Office
Charlotte,
North Carolina
|
$180K
|
+$180K
|
+1,400
|
New
|
|
|
158
|
Belpointe Asset Management
Reno,
Nevada
|
$165K
|
+$164K
|
+1,279
|
New
|
|
|
159
|
Rockefeller Capital Management
New York
|
$161K
|
–
|
–
|
–
|
|
|
160
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$154K
|
–
|
–
|
–
|
|
|
161
|
Angeles Wealth Management
Santa Monica,
California
|
$152K
|
+$151K
|
+1,179
|
New
|
|
|
162
|
American Portfolios Advisors
Holbrook,
New York
|
$148K
|
–
|
–
|
–
|
|
|
163
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$136K
|
–
|
–
|
–
|
|
|
164
|
Geneos Wealth Management
Englewood,
Colorado
|
$134K
|
–
|
–
|
–
|
|
|
165
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$133K
|
–
|
–
|
–
|
|
|
166
|
Parallel Advisors
San Francisco,
California
|
$127K
|
-$60.8K
|
-473
|
-33%
|
|
|
167
|
Cutler Group
San Francisco,
California
|
$126K
|
+$126K
|
+979
|
New
|
|
|
168
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$119K
|
-$4.24K
|
-33
|
-3%
|
|
|
169
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$118K
|
–
|
–
|
–
|
|
|
170
|
Glassman Wealth Services
Vienna,
Virginia
|
$118K
|
+$128
|
+1
|
+0.1%
|
|
|
171
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$117K
|
+$116K
|
+905
|
New
|
|
|
172
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$116K
|
–
|
–
|
–
|
|
|
173
|
Private Capital Group
West Hartford,
Connecticut
|
$113K
|
–
|
–
|
–
|
|
|
174
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$102K
|
–
|
–
|
–
|
|
|
175
|
Franklin Resources
San Mateo,
California
|
$95K
|
-$9.63K
|
-75
|
-9%
|
|
