|
76
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$184K
|
+$22.9K
|
+2,130
|
+14%
|
|
|
77
|
Tortuga Wealth Management
Torrance,
California
|
$180K
|
+$183K
|
+17,000
|
New
|
|
|
78
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$175K
|
–
|
–
|
–
|
|
|
79
|
Creative Planning
Overland Park,
Kansas
|
$175K
|
-$233K
|
-21,739
|
-57%
|
|
|
80
|
Kestra Private Wealth Services
Austin,
Texas
|
$159K
|
+$161K
|
+15,010
|
New
|
|
|
81
|
Capital Investment Advisors
Atlanta,
Georgia
|
$150K
|
-$49K
|
-4,562
|
-24%
|
|
|
82
|
Snowden Capital Advisors
New York
|
$145K
|
+$1.05K
|
+98
|
+0.7%
|
|
|
83
|
Realta Investment Advisors
Wilmington,
Delaware
|
$145K
|
–
|
–
|
–
|
|
|
84
|
Mission Wealth Management
Santa Barbara,
California
|
$142K
|
+$143K
|
+13,350
|
New
|
|
|
85
|
Permanent Capital Management
Chicago,
Illinois
|
$140K
|
+$142K
|
+13,206
|
New
|
|
|
86
|
Closed-End Fund Advisors
Richmond,
Virginia
|
$133K
|
+$134K
|
+12,509
|
New
|
|
|
87
|
|
$129K
|
+$131K
|
+12,212
|
New
|
|
|
88
|
Golden State Equity Partners
South Coast Metro,
California
|
$129K
|
–
|
–
|
–
|
|
|
89
|
EP Wealth Advisors
Torrance,
California
|
$126K
|
+$127K
|
+11,846
|
New
|
|
|
90
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$119K
|
–
|
–
|
–
|
|
|
91
|
Moody National Bank Trust Division
Galveston,
Texas
|
$114K
|
+$115K
|
+10,718
|
New
|
|
|
92
|
Perigon Wealth Management
San Francisco,
California
|
$113K
|
-$50.8K
|
-4,735
|
-31%
|
|
|
93
|
Decision Investments
San Diego,
California
|
$110K
|
+$112K
|
+10,401
|
New
|
|
|
94
|
Williams Jones Wealth Management
New York
|
$109K
|
–
|
–
|
–
|
|
|
95
|
Summit Trail Advisors
New York
|
$109K
|
+$110K
|
+10,253
|
New
|
|
|
96
|
Westshore Wealth
Newport Beach,
California
|
$108K
|
-$88.6K
|
-8,247
|
-45%
|
|
|
97
|
Pasadena Private Wealth
Pasadena,
California
|
$106K
|
+$107K
|
+10,000
|
New
|
|
|
98
|
Elyxium Wealth
San Mateo,
California
|
$68.9K
|
+$69.8K
|
+6,498
|
New
|
|
|
99
|
WFA of San Diego
San Diego,
California
|
$26.6K
|
–
|
–
|
–
|
|
|
100
|
LM Advisors
San Diego,
California
|
$21.8K
|
-$272K
|
-25,351
|
-99%
|
|
