|
101
|
LifeSteps Financial
Claremont,
California
|
$233K
|
–
|
–
|
–
|
|
|
102
|
Vienna Asset Management
Saratoga,
California
|
$232K
|
–
|
–
|
–
|
|
|
103
|
Charles Schwab Trust
Henderson,
Nevada
|
$229K
|
–
|
–
|
–
|
|
|
104
|
Perigon Wealth Management
San Francisco,
California
|
$229K
|
-$3.6K
|
-50
|
-2%
|
|
|
105
|
Savant Capital
Rockford,
Illinois
|
$228K
|
–
|
–
|
–
|
|
|
106
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$226K
|
–
|
–
|
–
|
|
|
107
|
SVB Wealth
Boston,
Massachusetts
|
$226K
|
+$231K
|
+3,200
|
New
|
|
|
108
|
HighTower Advisors
Chicago,
Illinois
|
$225K
|
-$8.43K
|
-117
|
-4%
|
|
|
109
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$222K
|
–
|
–
|
–
|
|
|
110
|
Fidelis Capital Partners
Tampa,
Florida
|
$219K
|
+$221K
|
+3,065
|
New
|
|
|
111
|
Empire Financial Management Company
New York
|
$216K
|
+$4.68K
|
+65
|
+2%
|
|
|
112
|
MKT Advisors
Escondido,
California
|
$215K
|
–
|
–
|
–
|
|
|
113
|
ORBA Wealth Advisors
Chicago,
Illinois
|
$212K
|
–
|
–
|
–
|
|
|
114
|
BOK Financial
Tulsa,
Oklahoma
|
$209K
|
–
|
–
|
–
|
|
|
115
|
Cozad Asset Management
Champaign,
Illinois
|
$203K
|
–
|
–
|
–
|
|
|
116
|
Investors Research Corp
Atlanta,
Georgia
|
$203K
|
+$2.74K
|
+38
|
+1%
|
|
|
117
|
Financial Counselors Inc
Overland Park,
Kansas
|
$201K
|
–
|
–
|
–
|
|
|
118
|
Private Trust Company
Cleveland,
Ohio
|
$193K
|
–
|
–
|
–
|
|
|
119
|
Evermay Wealth Management
Arlington,
Virginia
|
$166K
|
–
|
–
|
–
|
|
|
120
|
First Financial Corp
Terre Haute,
Indiana
|
$155K
|
–
|
–
|
–
|
|
|
121
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$142K
|
–
|
–
|
–
|
|
|
122
|
Tower Research Capital (TRC)
New York
|
$124K
|
-$446K
|
-6,188
|
-78%
|
|
|
123
|
Farther Finance Advisors
San Francisco,
California
|
$112K
|
+$721
|
+10
|
+0.6%
|
|
|
124
|
Hollencrest Capital Management
Newport Beach,
California
|
$92.1K
|
–
|
–
|
–
|
|
|
125
|
West Oak Capital
Westlake Village,
California
|
$91.7K
|
–
|
–
|
–
|
|
