|
51
|
Perigon Wealth Management
San Francisco,
California
|
$389K
|
+$407K
|
+22,820
|
New
|
|
|
52
|
Wells Fargo
San Francisco,
California
|
$383K
|
-$68.9K
|
-3,866
|
-15%
|
|
|
53
|
Phocas Financial Corp
Alameda,
California
|
$381K
|
+$4.1K
|
+230
|
+1%
|
|
|
54
|
Bank of America
Charlotte,
North Carolina
|
$360K
|
+$45.6K
|
+2,558
|
+14%
|
|
|
55
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$358K
|
+$49K
|
+2,750
|
+15%
|
|
|
56
|
Gemmer Asset Management
Walnut Creek,
California
|
$355K
|
+$33.9K
|
+1,900
|
+10%
|
|
|
57
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$348K
|
+$129K
|
+7,228
|
+55%
|
|
|
58
|
Evanson Asset Management
Carmel,
California
|
$317K
|
-$59.8K
|
-3,354
|
-15%
|
|
|
59
|
Ameriprise
Minneapolis,
Minnesota
|
$294K
|
+$13.4K
|
+750
|
+5%
|
|
|
60
|
Timber Hill
Greenwich,
Connecticut
|
$279K
|
-$2K
|
-112
|
-0.7%
|
|
|
61
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$276K
|
+$1.75K
|
+98
|
+0.6%
|
|
|
62
|
Tower Research Capital (TRC)
New York
|
$270K
|
-$899K
|
-50,434
|
-76%
|
|
|
63
|
Private Advisor Group
Morristown,
New Jersey
|
$253K
|
-$13.4K
|
-750
|
-5%
|
|
|
64
|
Wealthfront
Palo Alto,
California
|
$243K
|
+$253K
|
+14,220
|
+59,250%
|
|
|
65
|
Friedenthal Financial
Marlton,
New Jersey
|
$223K
|
+$11K
|
+620
|
+5%
|
|
|
66
|
One Capital Management
Westlake Village,
California
|
$218K
|
+$8.05K
|
+452
|
+4%
|
|
|
67
|
BOK Financial Private Wealth
Denver,
Colorado
|
$217K
|
+$3.28K
|
+184
|
+1%
|
|
|
68
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$213K
|
-$4.95K
|
-278
|
-2%
|
|
|
69
|
Creative Planning
Overland Park,
Kansas
|
$67K
|
+$56.3K
|
+3,160
|
+408%
|
|
|
70
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$62K
|
+$6.49K
|
+364
|
+11%
|
|
|
71
|
Advisors Preferred
Rockville,
Maryland
|
$58.6K
|
+$34.4K
|
+1,928
|
+127%
|
|
|
72
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$53K
|
-$14.1K
|
-790
|
-22%
|
|
|
73
|
Evensky & Katz
Coral Gables,
Florida
|
$53K
|
+$55.4K
|
+3,106
|
New
|
|
|
74
|
Tompkins Financial
Ithaca,
New York
|
$50K
|
–
|
–
|
–
|
|
|
75
|
Wealthcare Capital Management
Richmond,
Virginia
|
$50K
|
+$107
|
+6
|
+0.2%
|
|
