|
151
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$759K
|
+$173K
|
+11,621
|
+30%
|
|
|
152
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$755K
|
+$52.4K
|
+3,518
|
+8%
|
|
|
153
|
Creative Planning
Overland Park,
Kansas
|
$749K
|
-$127K
|
-8,515
|
-15%
|
|
|
154
|
Oxbow Advisors
Austin,
Texas
|
$747K
|
-$2.49K
|
-167
|
-0.3%
|
|
|
155
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$732K
|
+$103K
|
+6,948
|
+17%
|
|
|
156
|
McMillion Capital Management
Greensboro,
North Carolina
|
$729K
|
–
|
–
|
–
|
|
|
157
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$725K
|
+$3.14K
|
+211
|
+0.4%
|
|
|
158
|
Calton & Associates
Tampa,
Florida
|
$714K
|
+$707K
|
+47,504
|
New
|
|
|
159
|
White Pine Capital
Bloomington,
Minnesota
|
$713K
|
-$2.98K
|
-200
|
-0.4%
|
|
|
160
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$712K
|
+$134K
|
+9,009
|
+23%
|
|
|
161
|
Western Wealth Management
Golden,
Colorado
|
$704K
|
+$67.4K
|
+4,527
|
+11%
|
|
|
162
|
Sanchez Wealth Management Group
Jacksonville,
Florida
|
$689K
|
+$4.3K
|
+289
|
+0.6%
|
|
|
163
|
Bank of New York Mellon
New York
|
$680K
|
+$159K
|
+10,698
|
+31%
|
|
|
164
|
Regal Investment Advisors
Kentwood,
Michigan
|
$676K
|
-$30.4K
|
-2,040
|
-4%
|
|
|
165
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$663K
|
+$103K
|
+6,890
|
+18%
|
|
|
166
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$662K
|
+$13.5K
|
+906
|
+2%
|
|
|
167
|
Baker Avenue Asset Management
San Francisco,
California
|
$611K
|
+$201K
|
+13,500
|
+50%
|
|
|
168
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$608K
|
-$141K
|
-9,454
|
-19%
|
|
|
169
|
Cohen Klingenstein
New York
|
$601K
|
–
|
–
|
–
|
|
|
170
|
Pinnacle Associates
New York
|
$594K
|
-$7.37K
|
-495
|
-1%
|
|
|
171
|
Raymond James Trust
St. Petersburg,
Florida
|
$586K
|
-$30.3K
|
-2,035
|
-5%
|
|
|
172
|
Madrona Financial Services
Everett,
Washington
|
$586K
|
–
|
–
|
–
|
|
|
173
|
Madrona Funds
Everett,
Washington
|
$586K
|
+$580K
|
+38,992
|
New
|
|
|
174
|
Arax Advisory Partners
Denver,
Colorado
|
$575K
|
-$39.9K
|
-2,680
|
-7%
|
|
|
175
|
Summit X LLC
Chesterfield,
Missouri
|
$575K
|
+$60.2K
|
+4,045
|
+12%
|
|
