|
151
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$538K
|
+$48K
|
+3,335
|
+10%
|
|
|
152
|
Focus Partners Wealth
Boston,
Massachusetts
|
$536K
|
+$248K
|
+17,235
|
+94%
|
|
|
153
|
Sage Rhino Capital
Menlo Park,
California
|
$535K
|
-$5.41K
|
-376
|
-1%
|
|
|
154
|
Lazard Asset Management
New York
|
$521K
|
+$6.53K
|
+454
|
+1%
|
|
|
155
|
Chevy Chase Trust
Bethesda,
Maryland
|
$503K
|
-$6.11K
|
-425
|
-1%
|
|
|
156
|
Mather Group
Chicago,
Illinois
|
$494K
|
–
|
–
|
–
|
|
|
157
|
Summit Global Investments
Bountiful,
Utah
|
$491K
|
-$1.03M
|
-71,810
|
-69%
|
|
|
158
|
Sivia Capital Partners
Mill Valley,
California
|
$490K
|
+$142K
|
+9,876
|
+44%
|
|
|
159
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$485K
|
+$351K
|
+24,384
|
+315%
|
|
|
160
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$474K
|
-$14.9K
|
-1,036
|
-3%
|
|
|
161
|
Versant Capital Management
Phoenix,
Arizona
|
$462K
|
-$32.6K
|
-2,264
|
-7%
|
|
|
162
|
Pitcairn
Conshohocken,
Pennsylvania
|
$460K
|
-$103K
|
-7,151
|
-19%
|
|
|
163
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$443K
|
+$6.23K
|
+433
|
+1%
|
|
|
164
|
Global Retirement Partners
San Rafael,
California
|
$442K
|
+$421K
|
+29,254
|
New
|
|
|
165
|
GAMMA Investing
Foster City,
California
|
$441K
|
+$20.7K
|
+1,439
|
+5%
|
|
|
166
|
Schroder Investment Management Group
London,
United Kingdom
|
$432K
|
-$403
|
-28
|
-0.1%
|
|
|
167
|
Bailard
Foster City,
California
|
$427K
|
+$12.1K
|
+842
|
+3%
|
|
|
168
|
Shelton Capital Management
Denver,
Colorado
|
$423K
|
-$2.57K
|
-179
|
-0.6%
|
|
|
169
|
|
$420K
|
-$767K
|
-53,340
|
-66%
|
|
|
170
|
Diversify Advisory Services
Sandy,
Utah
|
$419K
|
+$72K
|
+5,009
|
+24%
|
|
|
171
|
HB Wealth Management
Atlanta,
Georgia
|
$415K
|
+$131K
|
+9,123
|
+50%
|
|
|
172
|
Louisbourg Investments
Dieppe,
New Brunswick, Canada
|
$403K
|
–
|
–
|
–
|
|
|
173
|
|
$389K
|
+$370K
|
+25,735
|
New
|
|
|
174
|
Traveka Wealth
Los Altos,
California
|
$388K
|
-$32.3K
|
-2,245
|
-8%
|
|
|
175
|
Csenge Advisory Group
Clearwater,
Florida
|
$387K
|
-$762
|
-53
|
-0.2%
|
|
