|
201
|
|
$1.3M
|
+$1.3M
|
+41,451
|
New
|
|
|
202
|
Gradient Capital Advisors
San Diego,
California
|
$1.28M
|
+$22.9K
|
+731
|
+2%
|
|
|
203
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.26M
|
-$209K
|
-6,672
|
-14%
|
|
|
204
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$1.25M
|
+$621K
|
+19,818
|
+98%
|
|
|
205
|
SkyOak Wealth
Southfield,
Michigan
|
$1.25M
|
-$92.9K
|
-2,963
|
-7%
|
|
|
206
|
Wells Financial Advisors
Framingham,
Massachusetts
|
$1.25M
|
+$580K
|
+18,493
|
+87%
|
|
|
207
|
Orion Capital Management
Coronado,
California
|
$1.2M
|
+$38.1K
|
+1,217
|
+3%
|
|
|
208
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$1.18M
|
+$148K
|
+4,712
|
+14%
|
|
|
209
|
Better Money Decisions
Santa Fe,
New Mexico
|
$1.16M
|
+$1.16M
|
+36,925
|
New
|
|
|
210
|
Eclectic Associates
Fullerton,
California
|
$1.15M
|
–
|
–
|
–
|
|
|
211
|
Optimum Investment Advisors
Chicago,
Illinois
|
$1.15M
|
-$21.9K
|
-700
|
-2%
|
|
|
212
|
Franklin Resources
San Mateo,
California
|
$1.14M
|
–
|
–
|
–
|
|
|
213
|
Stillwater Capital Advisors
Devon,
Pennsylvania
|
$1.13M
|
+$122K
|
+3,895
|
+12%
|
|
|
214
|
|
$1.12M
|
+$1.12M
|
+35,835
|
New
|
|
|
215
|
HSBC Holdings
London,
United Kingdom
|
$1.1M
|
-$1.33M
|
-42,500
|
Closed
|
|
|
216
|
Retirement Group
San Diego,
California
|
$1.07M
|
-$38.3K
|
-1,221
|
-3%
|
|
|
217
|
Princeton Portfolio Strategies Group
Princeton,
New Jersey
|
$1.03M
|
+$62.7K
|
+2,000
|
+6%
|
|
|
218
|
Financial Sense Advisors
San Diego,
California
|
$1M
|
-$79.7K
|
-2,544
|
-7%
|
|
|
219
|
WhitTier Trust Company
Reno,
Nevada
|
$989K
|
–
|
–
|
–
|
|
|
220
|
20/20 Capital Management
Costa Mesa,
California
|
$981K
|
-$81.3K
|
-2,594
|
-8%
|
|
|
221
|
360 Financial
Wayzata,
Minnesota
|
$967K
|
+$32.9K
|
+1,050
|
+4%
|
|
|
222
|
Mutual Advisors
Omaha,
Nebraska
|
$950K
|
+$108K
|
+3,439
|
+13%
|
|
|
223
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$949K
|
–
|
–
|
–
|
|
|
224
|
Centaurus Financial
Anaheim,
California
|
$929K
|
+$397K
|
+12,665
|
+75%
|
|
|
225
|
RFG Advisory
Birmingham,
Alabama
|
$929K
|
+$424K
|
+13,524
|
+84%
|
|
