|
201
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$222K
|
–
|
–
|
–
|
|
|
202
|
Personal Capital Advisors
Redwood City,
California
|
$222K
|
+$210K
|
+3,580
|
New
|
|
|
203
|
Old Mission Capital
Chicago,
Illinois
|
$220K
|
-$19.7K
|
-336
|
-9%
|
|
|
204
|
Western Wealth Management
Golden,
Colorado
|
$200K
|
+$189K
|
+3,232
|
New
|
|
|
205
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$192K
|
+$35.4K
|
+604
|
+24%
|
|
|
206
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$183K
|
–
|
–
|
–
|
|
|
207
|
Private Ocean
San Rafael,
California
|
$138K
|
+$234
|
+4
|
+0.2%
|
|
|
208
|
US Bancorp
Minneapolis,
Minnesota
|
$136K
|
–
|
–
|
–
|
|
|
209
|
Belpointe Asset Management
Reno,
Nevada
|
$129K
|
+$13.4K
|
+228
|
+12%
|
|
|
210
|
EP Wealth Advisors
Torrance,
California
|
$125K
|
+$118K
|
+2,012
|
New
|
|
|
211
|
Tectonic Advisors
Frisco,
Texas
|
$123K
|
+$117K
|
+1,992
|
New
|
|
|
212
|
Pathstone Family Office
Englewood,
New Jersey
|
$122K
|
–
|
–
|
–
|
|
|
213
|
Oder Investment Management
Woodland Hills,
California
|
$120K
|
+$113K
|
+1,936
|
New
|
|
|
214
|
Firestone Capital Management
Coral Gables,
Florida
|
$103K
|
+$234
|
+4
|
+0.2%
|
|
|
215
|
Asset Dedication LLC
San Francisco,
California
|
$93K
|
+$234
|
+4
|
+0.3%
|
|
|
216
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$89K
|
–
|
–
|
–
|
|
|
217
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$88K
|
–
|
–
|
–
|
|
|
218
|
First Horizon Corporation
Memphis,
Tennessee
|
$88K
|
+$84.1K
|
+1,436
|
New
|
|
|
219
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$87K
|
–
|
–
|
–
|
|
|
220
|
Global Retirement Partners
San Rafael,
California
|
$75K
|
+$70.7K
|
+1,208
|
New
|
|
|
221
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$63K
|
–
|
–
|
–
|
|
|
222
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$59K
|
–
|
–
|
–
|
|
|
223
|
Larson Financial Group
St Louis,
Missouri
|
$57K
|
+$29.5K
|
+504
|
+121%
|
|
|
224
|
HCR Wealth Advisors
Los Angeles,
California
|
$50K
|
–
|
–
|
–
|
|
|
225
|
FourThought Financial
Venice,
Florida
|
$49K
|
+$46.6K
|
+796
|
New
|
|
