|
51
|
EP Wealth Advisors
Torrance,
California
|
$259K
|
-$91.6K
|
-1,750
|
-26%
|
|
|
52
|
Excalibur Management
Waltham,
Massachusetts
|
$256K
|
+$256K
|
+4,880
|
New
|
|
|
53
|
Columbus Macro
New Castle,
Pennsylvania
|
$252K
|
+$252K
|
+4,816
|
New
|
|
|
54
|
Beam Wealth Advisors
Covington,
Louisiana
|
$242K
|
+$242K
|
+4,621
|
New
|
|
|
55
|
Valmark Advisers
Akron,
Ohio
|
$238K
|
+$8.74K
|
+167
|
+4%
|
|
|
56
|
Renaissance Technologies
New York
|
$236K
|
+$236K
|
+4,500
|
New
|
|
|
57
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$233K
|
-$12.1K
|
-232
|
-5%
|
|
|
58
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$229K
|
–
|
–
|
–
|
|
|
59
|
Advisor Group
Phoenix,
Arizona
|
$207K
|
–
|
–
|
–
|
|
|
60
|
Disciplined Investments
Tulsa,
Oklahoma
|
$154K
|
+$154K
|
+2,937
|
New
|
|
|
61
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$138K
|
–
|
–
|
–
|
|
|
62
|
Covington Capital Management
Los Angeles,
California
|
$128K
|
–
|
–
|
–
|
|
|
63
|
William Blair & Company
Chicago,
Illinois
|
$106K
|
–
|
–
|
–
|
|
|
64
|
Financial Enhancement Group
Anderson,
Indiana
|
$98K
|
–
|
–
|
–
|
|
|
65
|
|
$93K
|
-$12.5K
|
-238
|
-12%
|
|
|
66
|
Zions Bancorporation
Salt Lake City,
Utah
|
$89K
|
-$91.5K
|
-1,748
|
-51%
|
|
|
67
|
New Capital Management
Houston,
Texas
|
$84K
|
+$576
|
+11
|
+0.7%
|
|
|
68
|
Versant Capital Management
Phoenix,
Arizona
|
$82K
|
–
|
–
|
–
|
|
|
69
|
TrueWealth LLC
Atlanta,
Georgia
|
$79K
|
-$53.2K
|
-1,016
|
-40%
|
|
|
70
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$77K
|
-$73.2K
|
-1,398
|
-49%
|
|
|
71
|
US Bancorp
Minneapolis,
Minnesota
|
$74K
|
–
|
–
|
–
|
|
|
72
|
Personal Wealth Partners
Bloomington,
Minnesota
|
$61K
|
–
|
–
|
–
|
|
|
73
|
Community Bank
Dewitt,
New York
|
$55K
|
–
|
–
|
–
|
|
|
74
|
Parallel Advisors
San Francisco,
California
|
$48K
|
–
|
–
|
–
|
|
|
75
|
Global Retirement Partners
San Rafael,
California
|
$38K
|
–
|
–
|
–
|
|
