|
201
|
Rockbridge Investment Management
Syracuse,
New York
|
$501K
|
–
|
–
|
–
|
|
|
202
|
EP Wealth Advisors
Torrance,
California
|
$501K
|
+$499K
|
+13,656
|
New
|
|
|
203
|
Scotia Capital
Toronto,
Ontario, Canada
|
$493K
|
+$35.7K
|
+978
|
+8%
|
|
|
204
|
Advisor Partners
Walnut Creek,
California
|
$487K
|
-$63.8K
|
-1,748
|
-12%
|
|
|
205
|
Institute for Wealth Management
Denver,
Colorado
|
$481K
|
-$30.6K
|
-839
|
-6%
|
|
|
206
|
Cresset Asset Management
Chicago,
Illinois
|
$481K
|
–
|
–
|
–
|
|
|
207
|
Vivid Financial Management
Orcutt,
California
|
$468K
|
-$724K
|
-19,822
|
-61%
|
|
|
208
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$463K
|
-$51.6K
|
-1,413
|
-10%
|
|
|
209
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$462K
|
-$576K
|
-15,780
|
-56%
|
|
|
210
|
Fidelity Investments
Boston,
Massachusetts
|
$460K
|
+$110K
|
+3,021
|
+32%
|
|
|
211
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$449K
|
+$42.9K
|
+1,176
|
+11%
|
|
|
212
|
Financial Engines Advisors
Santa Clara,
California
|
$444K
|
+$7.04K
|
+193
|
+2%
|
|
|
213
|
ProVise Management Group
Clearwater,
Florida
|
$433K
|
+$431K
|
+11,794
|
New
|
|
|
214
|
Clearview Wealth Advisors
Salem,
Oregon
|
$417K
|
-$600K
|
-16,440
|
-59%
|
|
|
215
|
1492 Capital Management
Milwaukee,
Wisconsin
|
$411K
|
+$87.1K
|
+2,386
|
+27%
|
|
|
216
|
Reilly Financial Advisors
La Mesa,
California
|
$409K
|
+$16.6K
|
+454
|
+4%
|
|
|
217
|
BHK Investment Advisors
Birmingham,
Alabama
|
$404K
|
+$36.5K
|
+1,000
|
+10%
|
|
|
218
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$402K
|
+$73
|
+2
|
+0%
|
|
|
219
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$396K
|
+$1.53K
|
+42
|
+0.4%
|
|
|
220
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$395K
|
+$365
|
+10
|
+0.1%
|
|
|
221
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$394K
|
+$475
|
+13
|
+0.1%
|
|
|
222
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$379K
|
-$15.4K
|
-422
|
-4%
|
|
|
223
|
IFG Advisory
Atlanta,
Georgia
|
$378K
|
+$9.71K
|
+266
|
+3%
|
|
|
224
|
Cetera Advisor Networks
El Segundo,
California
|
$375K
|
+$8.21K
|
+225
|
+2%
|
|
|
225
|
Whittier Trust
South Pasadena,
California
|
$373K
|
–
|
–
|
–
|
|
