|
176
|
EP Wealth Advisors
Torrance,
California
|
$3.75M
|
-$161M
|
-629,963
|
-98%
|
|
|
177
|
Lutz Financial Services
Omaha,
Nebraska
|
$3.74M
|
–
|
–
|
–
|
|
|
178
|
Edge Capital Group
Atlanta,
Georgia
|
$3.7M
|
-$673K
|
-2,634
|
-15%
|
|
|
179
|
Raffa Wealth Management
Washington,
District of Columbia
|
$3.62M
|
–
|
–
|
–
|
|
|
180
|
Pathstone Family Office
Englewood,
New Jersey
|
$3.6M
|
+$3.76M
|
+14,696
|
New
|
|
|
181
|
Cetera Advisors
Denver,
Colorado
|
$3.6M
|
+$793K
|
+3,105
|
+27%
|
|
|
182
|
Cozad Asset Management
Champaign,
Illinois
|
$3.57M
|
–
|
–
|
–
|
|
|
183
|
Cedar Wealth Management
Walnut Creek,
California
|
$3.52M
|
+$51.1K
|
+200
|
+1%
|
|
|
184
|
Valeo Financial Advisors
Carmel,
Indiana
|
$3.51M
|
+$3.66M
|
+14,343
|
New
|
|
|
185
|
Summit Trail Advisors
New York
|
$3.5M
|
–
|
–
|
–
|
|
|
186
|
Blue Fin Capital
Warren,
Rhode Island
|
$3.38M
|
-$5.37K
|
-21
|
-0.2%
|
|
|
187
|
Country Club Bank
Kansas City,
Missouri
|
$3.3M
|
-$31.9K
|
-125
|
-0.9%
|
|
|
188
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$3.25M
|
–
|
–
|
–
|
|
|
189
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$3.25M
|
–
|
–
|
–
|
|
|
190
|
Greenline Partners
New York
|
$3.25M
|
–
|
–
|
–
|
|
|
191
|
WBI Investments
Red Bank,
New Jersey
|
$3.14M
|
+$282K
|
+1,105
|
+9%
|
|
|
192
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$3.09M
|
+$2.17M
|
+8,500
|
+207%
|
|
|
193
|
Beacon Pointe Advisors
Newport Beach,
California
|
$3.03M
|
+$88.7K
|
+347
|
+3%
|
|
|
194
|
Simon Quick Advisors
Morristown,
New Jersey
|
$2.87M
|
–
|
–
|
–
|
|
|
195
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$2.82M
|
–
|
–
|
–
|
|
|
196
|
Wealthcare Capital Management
Richmond,
Virginia
|
$2.82M
|
-$119K
|
-464
|
-4%
|
|
|
197
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$2.76M
|
-$949K
|
-3,713
|
-25%
|
|
|
198
|
|
$2.76M
|
-$11.3M
|
-44,307
|
-80%
|
|
|
199
|
Sand Hill Global Advisors
Palo Alto,
California
|
$2.75M
|
-$219K
|
-857
|
-7%
|
|
|
200
|
JMG Financial Group
Downers Grove,
Illinois
|
$2.74M
|
–
|
–
|
–
|
|
