|
401
|
Private Ocean
San Rafael,
California
|
$176K
|
+$210K
|
+2,792
|
+25,382%
|
|
|
402
|
Liberty Wealth Management
Oakland,
California
|
$169K
|
+$528
|
+7
|
+0.3%
|
|
|
403
|
Global Retirement Partners
San Rafael,
California
|
$166K
|
–
|
–
|
–
|
|
|
404
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$164K
|
–
|
–
|
–
|
|
|
405
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$162K
|
-$4.45K
|
-59
|
-2%
|
|
|
406
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$159K
|
–
|
–
|
–
|
|
|
407
|
Harding Loevner
Bridgewater,
New Jersey
|
$157K
|
+$179K
|
+2,372
|
+1,928%
|
|
|
408
|
Independence Advisors
Wayne,
Pennsylvania
|
$156K
|
-$94.8K
|
-1,258
|
-34%
|
|
|
409
|
Avior Wealth Management
Omaha,
Nebraska
|
$156K
|
-$18.2K
|
-242
|
-9%
|
|
|
410
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
$154K
|
-$156K
|
-2,068
|
-46%
|
|
|
411
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$152K
|
-$322K
|
-4,270
|
-64%
|
|
|
412
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$149K
|
+$179K
|
+2,375
|
New
|
|
|
413
|
Capital International Investors
Los Angeles,
California
|
$145K
|
+$158K
|
+2,097
|
+1,087%
|
|
|
414
|
MBE Wealth Management
Tomah,
Wisconsin
|
$142K
|
+$171K
|
+2,275
|
New
|
|
|
415
|
Geneos Wealth Management
Englewood,
Colorado
|
$130K
|
–
|
–
|
–
|
|
|
416
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$126K
|
-$61.8K
|
-820
|
-29%
|
|
|
417
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$121K
|
-$394K
|
-5,232
|
-73%
|
|
|
418
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$114K
|
+$452
|
+6
|
+0.3%
|
|
|
419
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$110K
|
+$73.5K
|
+975
|
+125%
|
|
|
420
|
Centaurus Financial
Anaheim,
California
|
$103K
|
-$10.4K
|
-138
|
-8%
|
|
|
421
|
William Blair & Company
Chicago,
Illinois
|
$98K
|
+$11.3K
|
+150
|
+11%
|
|
|
422
|
Salomon & Ludwin
Richmond,
Virginia
|
$97K
|
+$1.21K
|
+16
|
+1%
|
|
|
423
|
Central Trust Company
Jefferson City,
Missouri
|
$96K
|
–
|
–
|
–
|
|
|
424
|
Verus Capital Partners
Scottsdale,
Arizona
|
$94K
|
-$8.06K
|
-107
|
-7%
|
|
|
425
|
Procyon Advisors
Shelton,
Connecticut
|
$89K
|
+$36.3K
|
+482
|
+51%
|
|
