|
151
|
Sovran Advisors
San Diego,
California
|
$770K
|
+$768K
|
+10,258
|
New
|
|
|
152
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$763K
|
–
|
–
|
–
|
|
|
153
|
KCM Investment Advisors
Greenbrae,
California
|
$758K
|
–
|
–
|
–
|
|
|
154
|
One Capital Management
Westlake Village,
California
|
$755K
|
+$823
|
+11
|
+0.1%
|
|
|
155
|
SteelPeak Wealth
Woodland Hills,
California
|
$745K
|
+$75
|
+1
|
+0%
|
|
|
156
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$728K
|
+$716K
|
+9,567
|
New
|
|
|
157
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$703K
|
-$46K
|
-614
|
-6%
|
|
|
158
|
Secure Asset Management
Troy,
Michigan
|
$690K
|
+$679K
|
+9,069
|
New
|
|
|
159
|
Parallel Advisors
San Francisco,
California
|
$643K
|
–
|
–
|
–
|
|
|
160
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$643K
|
+$4.87K
|
+65
|
+0.8%
|
|
|
161
|
Greenhouse Wealth Management
Westport,
Connecticut
|
$618K
|
–
|
–
|
–
|
|
|
162
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$618K
|
+$22.5K
|
+300
|
+4%
|
|
|
163
|
Summit X LLC
Chesterfield,
Missouri
|
$604K
|
+$595K
|
+7,945
|
New
|
|
|
164
|
MAI Capital Management
Independence,
Ohio
|
$597K
|
-$22.1K
|
-295
|
-4%
|
|
|
165
|
EP Wealth Advisors
Torrance,
California
|
$586K
|
+$42.4K
|
+566
|
+8%
|
|
|
166
|
Samalin Investment Counsel
Chappaqua,
New York
|
$572K
|
-$487K
|
-6,505
|
-46%
|
|
|
167
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
$563K
|
+$554K
|
+7,396
|
New
|
|
|
168
|
Ironwood Financial
Tucson,
Arizona
|
$543K
|
–
|
–
|
–
|
|
|
169
|
HUB Investment Partners
Austin,
Texas
|
$538K
|
–
|
–
|
–
|
|
|
170
|
Round Rock Advisors
Wilton,
Connecticut
|
$535K
|
-$24.7K
|
-330
|
-4%
|
|
|
171
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$531K
|
+$49.5K
|
+661
|
+10%
|
|
|
172
|
Verus Capital Partners
Scottsdale,
Arizona
|
$529K
|
+$5.84K
|
+78
|
+1%
|
|
|
173
|
Verity Asset Management
Durham,
North Carolina
|
$494K
|
-$563K
|
-7,517
|
-54%
|
|
|
174
|
Northern Trust
Chicago,
Illinois
|
$479K
|
–
|
–
|
–
|
|
|
175
|
Bailard
Foster City,
California
|
$479K
|
-$5.84K
|
-78
|
-1%
|
|
