|
126
|
Lucia Wealth Services
San Diego,
California
|
$477K
|
-$150K
|
-3,176
|
-24%
|
|
|
127
|
ClearBridge Investments
New York
|
$474K
|
-$17.6K
|
-371
|
-4%
|
|
|
128
|
Creative Planning
Overland Park,
Kansas
|
$471K
|
-$270K
|
-5,714
|
-37%
|
|
|
129
|
US Bancorp
Minneapolis,
Minnesota
|
$454K
|
–
|
–
|
–
|
|
|
130
|
Gradient Investments
Arden Hills,
Minnesota
|
$423K
|
-$13.9K
|
-293
|
-3%
|
|
|
131
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$412K
|
-$5.18M
|
-109,477
|
-93%
|
|
|
132
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$397K
|
+$94.6K
|
+2,000
|
+32%
|
|
|
133
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$397K
|
+$94.6K
|
+2,000
|
+32%
|
|
|
134
|
SNS Financial Group
Minneapolis,
Minnesota
|
$397K
|
+$390K
|
+8,250
|
New
|
|
|
135
|
Paracle Advisors
Mercer Island,
Washington
|
$383K
|
+$377K
|
+7,972
|
New
|
|
|
136
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$377K
|
+$371K
|
+7,832
|
New
|
|
|
137
|
Diligent Investors
Redlands,
California
|
$372K
|
-$663
|
-14
|
-0.2%
|
|
|
138
|
William Blair & Company
Chicago,
Illinois
|
$368K
|
+$362K
|
+7,651
|
New
|
|
|
139
|
Comerica Bank
Dallas,
Texas
|
$367K
|
–
|
–
|
–
|
|
|
140
|
Magnus Financial Group
New York
|
$364K
|
+$358K
|
+7,560
|
New
|
|
|
141
|
Wealth & Pension Services Group
Atlanta,
Georgia
|
$353K
|
-$50K
|
-1,056
|
-13%
|
|
|
142
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$351K
|
+$345K
|
+7,300
|
New
|
|
|
143
|
Old Port Advisors
Portland,
Maine
|
$350K
|
+$343K
|
+7,242
|
New
|
|
|
144
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$344K
|
+$19.9K
|
+420
|
+6%
|
|
|
145
|
Continuum Advisory
Eagle,
Idaho
|
$343K
|
+$337K
|
+7,129
|
New
|
|
|
146
|
Harvest Capital Management
Concord,
New Hampshire
|
$331K
|
–
|
–
|
–
|
|
|
147
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$309K
|
+$304K
|
+6,429
|
New
|
|
|
148
|
Wealthcare Capital Management
Richmond,
Virginia
|
$300K
|
-$5.61M
|
-118,547
|
-95%
|
|
|
149
|
Baker Avenue Asset Management
San Francisco,
California
|
$298K
|
-$206K
|
-4,350
|
-41%
|
|
|
150
|
WealthShield Partners
Cary,
North Carolina
|
$297K
|
+$13.5K
|
+285
|
+5%
|
|
