|
126
|
WBI Investments
Red Bank,
New Jersey
|
$9.98M
|
+$9.84M
|
+560,640
|
New
|
|
|
127
|
Personal Capital Advisors
Redwood City,
California
|
$9.93M
|
-$1.39M
|
-79,242
|
-12%
|
|
|
128
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
$9.93M
|
-$2.95M
|
-167,916
|
-23%
|
|
|
129
|
Islay Capital Management
Lubbock,
Texas
|
$9.48M
|
+$510K
|
+29,052
|
+6%
|
|
|
130
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$9.4M
|
-$1.29M
|
-73,458
|
-12%
|
|
|
131
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$9.28M
|
+$457K
|
+26,043
|
+5%
|
|
|
132
|
Everhart Financial Group
Dublin,
Ohio
|
$9.18M
|
+$105K
|
+5,994
|
+1%
|
|
|
133
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$9.12M
|
+$91.2K
|
+5,193
|
+1%
|
|
|
134
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$9.1M
|
+$1.5M
|
+85,209
|
+20%
|
|
|
135
|
Weinberger Asset Management
Los Angeles,
California
|
$8.91M
|
+$336K
|
+19,164
|
+4%
|
|
|
136
|
Regis Management Company
Menlo Park,
California
|
$8.67M
|
+$1.02M
|
+58,212
|
+14%
|
|
|
137
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$8.57M
|
+$108K
|
+6,144
|
+1%
|
|
|
138
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$8.54M
|
–
|
–
|
–
|
|
|
139
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$8.46M
|
-$98.7K
|
-5,622
|
-1%
|
|
|
140
|
Trellis Advisors
Ellensburg,
Washington
|
$8.44M
|
+$128K
|
+7,269
|
+2%
|
|
|
141
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$8.34M
|
-$4.13M
|
-235,248
|
-33%
|
|
|
142
|
Atria Wealth Solutions
New York
|
$8.29M
|
+$8.18M
|
+465,831
|
New
|
|
|
143
|
Danda Trouve Investment Management
Prairie Village,
Kansas
|
$8.23M
|
-$17.1K
|
-975
|
-0.2%
|
|
|
144
|
|
$8.2M
|
+$7.29M
|
+415,392
|
+916%
|
|
|
145
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$8.15M
|
+$155K
|
+8,850
|
+2%
|
|
|
146
|
Opes Wealth Management
Menlo Park,
California
|
$8.14M
|
+$220K
|
+12,546
|
+3%
|
|
|
147
|
Portfolio Solutions
Royal Oak,
Michigan
|
$8.06M
|
-$77.8K
|
-4,431
|
-1%
|
|
|
148
|
Apriem Advisors
Irvine,
California
|
$8.05M
|
+$298K
|
+16,995
|
+4%
|
|
|
149
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$8.03M
|
–
|
–
|
–
|
|
|
150
|
Cardiff Park Advisors
Carlsbad,
California
|
$8.03M
|
+$2.96M
|
+168,435
|
+60%
|
|
