|
201
|
Meritas Wealth Management
Larkspur,
California
|
$1.67M
|
+$767
|
+32
|
+0%
|
|
|
202
|
Linscomb Wealth
Houston,
Texas
|
$1.66M
|
+$1.61M
|
+67,319
|
New
|
|
|
203
|
Yoder Wealth Management
Walnut Creek,
California
|
$1.66M
|
+$134K
|
+5,572
|
+9%
|
|
|
204
|
City State Bank
Norwalk,
Iowa
|
$1.63M
|
+$138K
|
+5,775
|
+10%
|
|
|
205
|
Aviance Capital Partners
Naples,
Florida
|
$1.6M
|
+$270K
|
+11,276
|
+21%
|
|
|
206
|
Blue Trust Inc
Alpharetta,
Georgia
|
$1.6M
|
+$318K
|
+13,288
|
+26%
|
|
|
207
|
Gradient Capital Advisors
San Diego,
California
|
$1.59M
|
-$17.6K
|
-733
|
-1%
|
|
|
208
|
Breakwater Capital Group
Paramus,
New Jersey
|
$1.59M
|
-$6.93K
|
-289
|
-0.4%
|
|
|
209
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$1.57M
|
–
|
–
|
–
|
|
|
210
|
Beta Wealth Group
San Diego,
California
|
$1.56M
|
+$63.8K
|
+2,664
|
+4%
|
|
|
211
|
Pathstone Holdings
Englewood,
New Jersey
|
$1.56M
|
-$604K
|
-25,185
|
-29%
|
|
|
212
|
American Investment Services
Great Barrington,
Massachusetts
|
$1.55M
|
-$598K
|
-24,943
|
-29%
|
|
|
213
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$1.55M
|
+$318K
|
+13,274
|
+27%
|
|
|
214
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$1.54M
|
-$1.02M
|
-42,557
|
-41%
|
|
|
215
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$1.5M
|
+$275K
|
+11,479
|
+23%
|
|
|
216
|
Heritage Financial Services
Westwood,
Massachusetts
|
$1.5M
|
+$163K
|
+6,800
|
+13%
|
|
|
217
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$1.5M
|
+$171K
|
+7,145
|
+13%
|
|
|
218
|
Krilogy Financial
St. Louis,
Missouri
|
$1.49M
|
–
|
–
|
–
|
|
|
219
|
Wealthspire Advisors (New York)
New York
|
$1.48M
|
+$59.6K
|
+2,488
|
+4%
|
|
|
220
|
Waddell & Associates
Memphis,
Tennessee
|
$1.46M
|
-$731K
|
-30,483
|
-34%
|
|
|
221
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.44M
|
-$489K
|
-20,415
|
-26%
|
|
|
222
|
Hutchinson Capital Management
San Rafael,
California
|
$1.44M
|
+$82.8K
|
+3,456
|
+6%
|
|
|
223
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.43M
|
-$295K
|
-12,309
|
-17%
|
|
|
224
|
Evanson Asset Management
Carmel,
California
|
$1.42M
|
-$67.8K
|
-2,828
|
-5%
|
|
|
225
|
PrairieView Partners
St. Paul,
Minnesota
|
$1.42M
|
-$312
|
-13
|
-0%
|
|
