|
101
|
Laurel Wealth Planning
Edina,
Minnesota
|
$640K
|
+$115K
|
+2,506
|
+22%
|
|
|
102
|
CIBC World Market
Toronto,
Ontario, Canada
|
$637K
|
+$29.6K
|
+645
|
+5%
|
|
|
103
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$597K
|
-$8.39K
|
-183
|
-1%
|
|
|
104
|
Parsec Financial Management
Asheville,
North Carolina
|
$596K
|
-$37.9K
|
-827
|
-6%
|
|
|
105
|
My Legacy Advisors
Bend,
Oregon
|
$582K
|
+$23.8K
|
+518
|
+4%
|
|
|
106
|
Simon Quick Advisors
Morristown,
New Jersey
|
$562K
|
+$46
|
+1
|
+0%
|
|
|
107
|
Matisse Capital
Portland,
Oregon
|
$527K
|
+$528K
|
+11,518
|
New
|
|
|
108
|
RPG Investment Advisory
Pleasanton,
California
|
$513K
|
–
|
–
|
–
|
|
|
109
|
Corient Private Wealth
Miami,
Florida
|
$491K
|
+$76.1K
|
+1,660
|
+18%
|
|
|
110
|
Davenport & Co
Richmond,
Virginia
|
$490K
|
-$11.5K
|
-250
|
-2%
|
|
|
111
|
United Capital Financial Advisors
Irving,
Texas
|
$489K
|
-$1.88K
|
-41
|
-0.4%
|
|
|
112
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$489K
|
+$8.35K
|
+182
|
+2%
|
|
|
113
|
Bank OZK
Little Rock,
Arkansas
|
$468K
|
–
|
–
|
–
|
|
|
114
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$457K
|
-$9.68K
|
-211
|
-2%
|
|
|
115
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$421K
|
-$34.1K
|
-744
|
-8%
|
|
|
116
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$412K
|
–
|
–
|
–
|
|
|
117
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$405K
|
+$229
|
+5
|
+0.1%
|
|
|
118
|
KLR Investment Advisors
Providence,
Rhode Island
|
$379K
|
+$9.58K
|
+209
|
+3%
|
|
|
119
|
Colorado Capital Management
Boulder,
Colorado
|
$374K
|
-$10.5K
|
-229
|
-3%
|
|
|
120
|
Leavell Investment Management
Mobile,
Alabama
|
$351K
|
+$11K
|
+240
|
+3%
|
|
|
121
|
RFG Advisory
Birmingham,
Alabama
|
$348K
|
-$5.87K
|
-128
|
-2%
|
|
|
122
|
Meridian Financial Partners
Warrenton,
Virginia
|
$346K
|
-$20K
|
-436
|
-6%
|
|
|
123
|
True Wealth Design
Akron,
Ohio
|
$344K
|
-$3.81K
|
-83
|
-1%
|
|
|
124
|
Huntington National Bank
Columbus,
Ohio
|
$336K
|
–
|
–
|
–
|
|
|
125
|
WhitTier Trust Company
Reno,
Nevada
|
$326K
|
–
|
–
|
–
|
|
