|
126
|
Callan Capital
La Jolla,
California
|
$354K
|
+$118K
|
+24,048
|
+46%
|
|
|
127
|
Gabelli Funds
Rye,
New York
|
$347K
|
–
|
–
|
–
|
|
|
128
|
Golden State Equity Partners
South Coast Metro,
California
|
$347K
|
+$369K
|
+74,994
|
New
|
|
|
129
|
CIBC World Market
Toronto,
Ontario, Canada
|
$347K
|
+$369K
|
+75,010
|
New
|
|
|
130
|
Leuthold Group
Minneapolis,
Minnesota
|
$346K
|
-$5.31K
|
-1,079
|
-1%
|
|
|
131
|
Private Advisor Group
Morristown,
New Jersey
|
$342K
|
+$8.78K
|
+1,783
|
+2%
|
|
|
132
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$340K
|
+$18.1K
|
+3,675
|
+5%
|
|
|
133
|
SVB Wealth
Boston,
Massachusetts
|
$337K
|
-$62.7K
|
-12,723
|
-15%
|
|
|
134
|
Parallel Advisors
San Francisco,
California
|
$332K
|
+$7.77K
|
+1,578
|
+2%
|
|
|
135
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$329K
|
-$105K
|
-21,384
|
-23%
|
|
|
136
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$322K
|
+$88.4K
|
+17,945
|
+35%
|
|
|
137
|
Arjuna Capital
Durham,
North Carolina
|
$321K
|
+$3.12K
|
+634
|
+0.9%
|
|
|
138
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$316K
|
–
|
–
|
–
|
|
|
139
|
Five Oceans Advisors
Santa Monica,
California
|
$292K
|
-$28.5K
|
-5,791
|
-8%
|
|
|
140
|
Allspring Global Investments
Charlotte,
North Carolina
|
$289K
|
+$147K
|
+29,821
|
+92%
|
|
|
141
|
Clifford Capital Partners
Alpine,
Utah
|
$286K
|
–
|
–
|
–
|
|
|
142
|
Adero Partners
Pleasanton,
California
|
$285K
|
+$14.8K
|
+3,000
|
+5%
|
|
|
143
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$280K
|
+$270K
|
+54,733
|
New
|
|
|
144
|
Avantax Advisory Services
Dallas,
Texas
|
$278K
|
+$229K
|
+46,568
|
+344%
|
|
|
145
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$278K
|
–
|
–
|
–
|
|
|
146
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$274K
|
+$34.4K
|
+6,988
|
+13%
|
|
|
147
|
Sivia Capital Partners
Mill Valley,
California
|
$269K
|
+$12K
|
+2,433
|
+4%
|
|
|
148
|
Sage Rhino Capital
Menlo Park,
California
|
$242K
|
+$5.41K
|
+1,098
|
+2%
|
|
|
149
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$236K
|
+$119K
|
+24,202
|
+91%
|
|
|
150
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$233K
|
-$2.45M
|
-497,790
|
-91%
|
|
