|
101
|
SVB Wealth
Boston,
Massachusetts
|
$452K
|
-$93K
|
-1,830
|
-18%
|
|
|
102
|
Custos Family Office
Austin,
Texas
|
$447K
|
-$12.5K
|
-246
|
-3%
|
|
|
103
|
Renaissance Technologies
New York
|
$446K
|
+$432K
|
+8,500
|
New
|
|
|
104
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$436K
|
-$37.3K
|
-733
|
-8%
|
|
|
105
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$435K
|
+$90.6K
|
+1,782
|
+28%
|
|
|
106
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$425K
|
-$1.78K
|
-35
|
-0.4%
|
|
|
107
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$422K
|
+$123K
|
+2,418
|
+43%
|
|
|
108
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$418K
|
+$404K
|
+7,955
|
New
|
|
|
109
|
|
$407K
|
+$394K
|
+7,748
|
New
|
|
|
110
|
Syon Capital
San Francisco,
California
|
$382K
|
+$370K
|
+7,279
|
New
|
|
|
111
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$380K
|
-$62.7K
|
-1,234
|
-15%
|
|
|
112
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$371K
|
+$359K
|
+7,065
|
New
|
|
|
113
|
Raymond James Trust
St. Petersburg,
Florida
|
$358K
|
+$34K
|
+668
|
+11%
|
|
|
114
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$354K
|
-$344K
|
-6,777
|
-50%
|
|
|
115
|
Horizon Family Wealth
Chicago,
Illinois
|
$354K
|
+$66.3K
|
+1,304
|
+24%
|
|
|
116
|
Argent Trust Co
Nashville,
Tennessee
|
$347K
|
+$18K
|
+354
|
+6%
|
|
|
117
|
Wealthfront Advisers
Palo Alto,
California
|
$344K
|
-$42.6K
|
-839
|
-11%
|
|
|
118
|
HBW Advisory Services
Simi Valley,
California
|
$344K
|
+$75.1K
|
+1,477
|
+29%
|
|
|
119
|
Harbour Investments
Madison,
Wisconsin
|
$327K
|
+$36K
|
+709
|
+13%
|
|
|
120
|
Cooksen Wealth
The Woodlands,
Texas
|
$322K
|
+$312K
|
+6,131
|
New
|
|
|
121
|
SWMG LLC
Fort Worth,
Texas
|
$319K
|
-$2.59K
|
-51
|
-0.8%
|
|
|
122
|
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
|
$306K
|
+$296K
|
+5,821
|
New
|
|
|
123
|
Cresset Asset Management
Chicago,
Illinois
|
$305K
|
–
|
–
|
–
|
|
|
124
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$297K
|
–
|
–
|
–
|
|
|
125
|
Continuum Advisory
Eagle,
Idaho
|
$297K
|
-$15K
|
-296
|
-5%
|
|
