|
151
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$355K
|
+$355K
|
+14,234
|
New
|
|
|
152
|
Koshinski Asset Management
Decatur,
Illinois
|
$354K
|
-$231K
|
-9,274
|
-40%
|
|
|
153
|
Tortoise Investment Management
White Plains,
New York
|
$353K
|
-$39.9K
|
-1,600
|
-10%
|
|
|
154
|
Lido Advisors
Los Angeles,
California
|
$350K
|
+$351K
|
+14,070
|
New
|
|
|
155
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$346K
|
-$22.8K
|
-914
|
-6%
|
|
|
156
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$339K
|
+$339K
|
+13,594
|
New
|
|
|
157
|
Wealth Architects
Mountain View,
California
|
$332K
|
+$8.77K
|
+352
|
+3%
|
|
|
158
|
Menlo Advisors
Menlo Park,
California
|
$321K
|
-$27.9K
|
-1,120
|
-8%
|
|
|
159
|
Centaurus Financial
Anaheim,
California
|
$312K
|
+$312K
|
+12,524
|
New
|
|
|
160
|
Denver PWM
Denver,
Colorado
|
$310K
|
+$312K
|
+12,518
|
New
|
|
|
161
|
Evensky & Katz
Coral Gables,
Florida
|
$306K
|
-$183K
|
-7,324
|
-37%
|
|
|
162
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$306K
|
+$306K
|
+12,282
|
New
|
|
|
163
|
IMA Advisory Services
Denver,
Colorado
|
$305K
|
+$7.33K
|
+294
|
+2%
|
|
|
164
|
|
$299K
|
+$50K
|
+2,004
|
+20%
|
|
|
165
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$298K
|
-$40.5K
|
-1,624
|
-12%
|
|
|
166
|
SRH Advisors
Salina,
Kansas
|
$298K
|
–
|
–
|
–
|
|
|
167
|
Arete Wealth Advisors
Chicago,
Illinois
|
$298K
|
+$298K
|
+11,956
|
New
|
|
|
168
|
IFP Advisors
Tampa,
Florida
|
$293K
|
–
|
–
|
–
|
|
|
169
|
Optimum Investment Advisors
Chicago,
Illinois
|
$281K
|
-$64.8K
|
-2,600
|
-19%
|
|
|
170
|
Mirador Capital Partners
Pleasanton,
California
|
$268K
|
-$483K
|
-19,390
|
-64%
|
|
|
171
|
CreativeOne Wealth
Overland Park,
Kansas
|
$245K
|
+$245K
|
+9,828
|
New
|
|
|
172
|
Merriman Wealth Management
Seattle,
Washington
|
$240K
|
+$240K
|
+9,614
|
New
|
|
|
173
|
Diversified Investment Strategies
Baton Rouge,
Louisiana
|
$239K
|
–
|
–
|
–
|
|
|
174
|
Rock Point Advisors
Burlington,
Vermont
|
$231K
|
+$27.4K
|
+1,100
|
+13%
|
|
|
175
|
Avidian Wealth Enterprises
Houston,
Texas
|
$227K
|
-$1.07M
|
-42,802
|
-32%
|
|
