|
101
|
Client First Capital
San Diego,
California
|
$996K
|
-$60.3K
|
-1,086
|
-6%
|
|
|
102
|
Private Asset Management
San Diego,
California
|
$948K
|
+$166K
|
+3,000
|
+22%
|
|
|
103
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$899K
|
-$683K
|
-12,312
|
-43%
|
|
|
104
|
Parcion Private Wealth
Bellevue,
Washington
|
$856K
|
-$944K
|
-17,016
|
-53%
|
|
|
105
|
Apella Capital
West Hartford,
Connecticut
|
$851K
|
-$162K
|
-2,924
|
-16%
|
|
|
106
|
Coldstream Capital Management
Bellevue,
Washington
|
$843K
|
+$833K
|
+15,019
|
New
|
|
|
107
|
KWB Wealth
Redlands,
California
|
$758K
|
–
|
–
|
–
|
|
|
108
|
Integris Wealth Management
Monterey,
California
|
$752K
|
+$743K
|
+13,396
|
New
|
|
|
109
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$744K
|
-$292K
|
-5,267
|
-28%
|
|
|
110
|
HSBC Holdings
London,
United Kingdom
|
$731K
|
+$723K
|
+13,034
|
New
|
|
|
111
|
One Capital Management
Westlake Village,
California
|
$728K
|
-$277
|
-5
|
-0%
|
|
|
112
|
CreativeOne Wealth
Overland Park,
Kansas
|
$719K
|
+$711K
|
+12,810
|
New
|
|
|
113
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$714K
|
-$35K
|
-630
|
-5%
|
|
|
114
|
Valmark Advisers
Akron,
Ohio
|
$708K
|
–
|
–
|
–
|
|
|
115
|
Peninsula Wealth
San Francisco,
California
|
$696K
|
-$397K
|
-7,148
|
-37%
|
|
|
116
|
Tillman Hartley LLC
Denver,
Colorado
|
$693K
|
+$686K
|
+12,357
|
New
|
|
|
117
|
Raymond James & Associates
St Petersburg,
Florida
|
$689K
|
-$681K
|
-12,265
|
-50%
|
|
|
118
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$671K
|
-$30K
|
-541
|
-4%
|
|
|
119
|
Cresset Asset Management
Chicago,
Illinois
|
$668K
|
+$661K
|
+11,912
|
New
|
|
|
120
|
Allspring Global Investments
Charlotte,
North Carolina
|
$665K
|
+$591K
|
+10,646
|
+887%
|
|
|
121
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$642K
|
+$635K
|
+11,443
|
New
|
|
|
122
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$640K
|
+$633K
|
+11,406
|
New
|
|
|
123
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$626K
|
–
|
–
|
–
|
|
|
124
|
Van Strum & Towne
San Francisco,
California
|
$623K
|
-$166K
|
-3,000
|
-21%
|
|
|
125
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$590K
|
+$98.5K
|
+1,775
|
+20%
|
|
