|
101
|
Falcon Wealth Planning
Ontario,
California
|
$709K
|
-$44.5K
|
-717
|
-6%
|
|
|
102
|
Financial Connections Group
Corte Madera,
California
|
$705K
|
+$703K
|
+11,318
|
New
|
|
|
103
|
Avantax Advisory Services
Dallas,
Texas
|
$688K
|
–
|
–
|
–
|
|
|
104
|
Stifel Financial
St. Louis,
Missouri
|
$667K
|
+$9.88K
|
+159
|
+2%
|
|
|
105
|
Empirical Wealth Management
Seattle,
Washington
|
$656K
|
+$57.2K
|
+920
|
+10%
|
|
|
106
|
Glassman Wealth Services
Vienna,
Virginia
|
$651K
|
+$649K
|
+10,446
|
New
|
|
|
107
|
Beacon Pointe Advisors
Newport Beach,
California
|
$638K
|
+$636K
|
+10,236
|
New
|
|
|
108
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$632K
|
-$52.6K
|
-846
|
-8%
|
|
|
109
|
Choreo LLC
Rockford,
Illinois
|
$603K
|
+$3.11K
|
+50
|
+0.5%
|
|
|
110
|
Perkins Coie Trust Company
Seattle,
Washington
|
$561K
|
–
|
–
|
–
|
|
|
111
|
Emery Howard Portfolio Management
Burlingame,
California
|
$554K
|
+$2.86K
|
+46
|
+0.5%
|
|
|
112
|
Affinity Capital Advisors
Berkeley,
California
|
$545K
|
+$28.7K
|
+462
|
+6%
|
|
|
113
|
Wedbush Securities
Los Angeles,
California
|
$542K
|
–
|
–
|
–
|
|
|
114
|
NWAM LLC
Mercer Island,
Washington
|
$517K
|
-$241K
|
-3,878
|
-32%
|
|
|
115
|
IMPACTfolio
Denver,
Colorado
|
$516K
|
+$514K
|
+8,279
|
New
|
|
|
116
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$510K
|
+$508K
|
+8,177
|
New
|
|
|
117
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$507K
|
+$505K
|
+8,126
|
New
|
|
|
118
|
|
$499K
|
-$46K
|
-740
|
-8%
|
|
|
119
|
Caerus Investment Advisors
West Lake Hills,
Texas
|
$499K
|
+$497K
|
+8,000
|
New
|
|
|
120
|
BNP Paribas Financial Markets
Paris,
France
|
$499K
|
+$497K
|
+8,004
|
New
|
|
|
121
|
Rinkey Investments
San Diego,
California
|
$483K
|
+$487K
|
+7,837
|
New
|
|
|
122
|
Litman Gregory Wealth Management
Larkspur,
California
|
$482K
|
-$123K
|
-1,977
|
-20%
|
|
|
123
|
Reilly Financial Advisors
La Mesa,
California
|
$480K
|
+$10.7K
|
+172
|
+2%
|
|
|
124
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$472K
|
–
|
–
|
–
|
|
|
125
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$457K
|
+$1.24K
|
+20
|
+0.3%
|
|
