|
101
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$312K
|
+$28.5K
|
+4,415
|
+10%
|
|
|
102
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$308K
|
+$24.1K
|
+3,729
|
+9%
|
|
|
103
|
One Wealth Advisors
San Francisco,
California
|
$303K
|
+$3.51K
|
+544
|
+1%
|
|
|
104
|
Creative Planning
Overland Park,
Kansas
|
$300K
|
+$136K
|
+21,130
|
+87%
|
|
|
105
|
BOK Financial
Tulsa,
Oklahoma
|
$290K
|
+$284K
|
+43,985
|
New
|
|
|
106
|
St. Johns Investment Management
Jacksonville,
Florida
|
$288K
|
-$6.46K
|
-1,000
|
-2%
|
|
|
107
|
West Family Investments
Carlsbad,
California
|
$288K
|
+$49.7K
|
+7,702
|
+21%
|
|
|
108
|
American National Insurance
Galveston,
Texas
|
$284K
|
–
|
–
|
–
|
|
|
109
|
Kestra Advisory Services
Austin,
Texas
|
$280K
|
+$4.64K
|
+718
|
+2%
|
|
|
110
|
JBF Capital
Aspen,
Colorado
|
$270K
|
-$74.3K
|
-11,500
|
-22%
|
|
|
111
|
|
$267K
|
+$262K
|
+40,590
|
New
|
|
|
112
|
SignatureFD
Atlanta,
Georgia
|
$266K
|
+$52.6K
|
+8,141
|
+25%
|
|
|
113
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$255K
|
+$5.87K
|
+909
|
+2%
|
|
|
114
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$248K
|
+$243K
|
+37,599
|
New
|
|
|
115
|
HighTower Advisors
Chicago,
Illinois
|
$238K
|
+$4.55K
|
+705
|
+2%
|
|
|
116
|
LPL Financial
San Diego,
California
|
$236K
|
+$41.8K
|
+6,479
|
+22%
|
|
|
117
|
Altium Wealth Management
Purchase,
New York
|
$235K
|
+$5.81K
|
+900
|
+3%
|
|
|
118
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$235K
|
+$93.7K
|
+14,514
|
+70%
|
|
|
119
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$234K
|
–
|
–
|
–
|
|
|
120
|
Shilanski & Associates
Anchorage,
Alaska
|
$217K
|
+$5.26K
|
+814
|
+3%
|
|
|
121
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$215K
|
+$23.8K
|
+3,692
|
+13%
|
|
|
122
|
Bailard
Foster City,
California
|
$208K
|
+$3.92K
|
+607
|
+2%
|
|
|
123
|
|
$208K
|
+$63.3K
|
+9,799
|
+45%
|
|
|
124
|
First Horizon Advisors
Memphis,
Tennessee
|
$200K
|
+$187K
|
+28,947
|
+1,918%
|
|
|
125
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$196K
|
+$192K
|
+29,687
|
New
|
|
