|
151
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$1.33M
|
-$25.7M
|
-839,941
|
-95%
|
|
|
152
|
Roundview Capital
Princeton,
New Jersey
|
$1.29M
|
+$178K
|
+5,811
|
+16%
|
|
|
153
|
Cooper Financial Group
Irvine,
California
|
$1.26M
|
+$584K
|
+19,100
|
+85%
|
|
|
154
|
Gradient Capital Advisors
San Diego,
California
|
$1.22M
|
-$100K
|
-3,271
|
-8%
|
|
|
155
|
Naples Global Advisors
Naples,
Florida
|
$1.21M
|
-$87K
|
-2,847
|
-7%
|
|
|
156
|
Bailard
Foster City,
California
|
$1.18M
|
-$36.2M
|
-1,183,792
|
-97%
|
|
|
157
|
Wealthstar Advisors
Plano,
Texas
|
$1.15M
|
-$20.1K
|
-659
|
-2%
|
|
|
158
|
RiverGlades Family Offices
Naples,
Florida
|
$1.13M
|
+$127K
|
+4,140
|
+12%
|
|
|
159
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$1.1M
|
+$70.2K
|
+2,297
|
+7%
|
|
|
160
|
Bank of New York Mellon
New York
|
$1.08M
|
-$687K
|
-22,465
|
-39%
|
|
|
161
|
HighTower Advisors
Chicago,
Illinois
|
$1.05M
|
-$191K
|
-6,248
|
-15%
|
|
|
162
|
Financial Enhancement Group
Anderson,
Indiana
|
$1.04M
|
-$16.1M
|
-526,819
|
-94%
|
|
|
163
|
Two Sigma Securities
New York
|
$1.04M
|
+$1.05M
|
+34,365
|
New
|
|
|
164
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$1.03M
|
-$9.2M
|
-300,900
|
-90%
|
|
|
165
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1M
|
-$473K
|
-15,473
|
-32%
|
|
|
166
|
United Capital Financial Advisors
Irving,
Texas
|
$1M
|
-$171K
|
-5,606
|
-14%
|
|
|
167
|
WhitTier Trust Company
Reno,
Nevada
|
$968K
|
–
|
–
|
–
|
|
|
168
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$967K
|
-$16.2M
|
-530,265
|
-94%
|
|
|
169
|
ETrade Capital Management
Arlington,
Virginia
|
$964K
|
-$366K
|
-11,985
|
-27%
|
|
|
170
|
CreativeOne Wealth
Overland Park,
Kansas
|
$964K
|
+$773K
|
+25,293
|
+384%
|
|
|
171
|
Atria Investments
Charlotte,
North Carolina
|
$944K
|
-$295K
|
-9,660
|
-24%
|
|
|
172
|
Strategic Wealth Management Group
Fulton,
Maryland
|
$933K
|
-$3K
|
-98
|
-0.3%
|
|
|
173
|
Whittier Trust
South Pasadena,
California
|
$926K
|
-$95.8K
|
-3,135
|
-9%
|
|
|
174
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$921K
|
+$264K
|
+8,620
|
+40%
|
|
|
175
|
Ausdal Financial Partners
Davenport,
Iowa
|
$914K
|
-$46.4K
|
-1,517
|
-5%
|
|
