|
101
|
Sequoia Financial Advisors
Akron,
Ohio
|
$278K
|
-$126K
|
-5,401
|
-32%
|
|
|
102
|
EP Wealth Advisors
Torrance,
California
|
$268K
|
-$640K
|
-27,445
|
-71%
|
|
|
103
|
|
$268K
|
-$20.7K
|
-889
|
-7%
|
|
|
104
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$264K
|
+$259K
|
+11,119
|
New
|
|
|
105
|
Aveo Capital Partners
Englewood,
Colorado
|
$225K
|
-$1.14K
|
-49
|
-0.5%
|
|
|
106
|
Perigon Wealth Management
San Francisco,
California
|
$221K
|
-$32.3K
|
-1,385
|
-13%
|
|
|
107
|
William Blair & Company
Chicago,
Illinois
|
$218K
|
+$35.8K
|
+1,534
|
+20%
|
|
|
108
|
Larson Financial Group
St Louis,
Missouri
|
$204K
|
-$86.6K
|
-3,714
|
-30%
|
|
|
109
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$159K
|
+$156K
|
+6,685
|
New
|
|
|
110
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$153K
|
+$6.2K
|
+266
|
+4%
|
|
|
111
|
Clear Investment Research
Alpharetta,
Georgia
|
$150K
|
+$1.61K
|
+69
|
+1%
|
|
|
112
|
Ballew Advisors
Jackson,
Mississippi
|
$119K
|
+$117K
|
+5,000
|
New
|
|
|
113
|
KWMG LLC
Overland Park,
Kansas
|
$100K
|
+$10.6K
|
+455
|
+12%
|
|
|
114
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$98K
|
-$88.4K
|
-3,789
|
-48%
|
|
|
115
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$95K
|
–
|
–
|
–
|
|
|
116
|
Creative Financial Designs
Kokomo,
Indiana
|
$94K
|
–
|
–
|
–
|
|
|
117
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$73K
|
-$36.8K
|
-1,576
|
-34%
|
|
|
118
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$69K
|
+$68K
|
+2,914
|
New
|
|
|
119
|
NumerixS Investment Technologies
Vancouver,
British Columbia, Canada
|
$63K
|
+$158K
|
+6,786
|
New
|
|
|
120
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$57K
|
-$8.72K
|
-374
|
-13%
|
|
|
121
|
Steward Partners Investment Advisory
New York
|
$56K
|
–
|
–
|
–
|
|
|
122
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$51K
|
–
|
–
|
–
|
|
|
123
|
First Interstate Bank
Billings,
Montana
|
$47K
|
–
|
–
|
–
|
|
|
124
|
Regions Financial Corp
Birmingham,
Alabama
|
$45K
|
–
|
–
|
–
|
|
|
125
|
Asset Dedication LLC
San Francisco,
California
|
$43K
|
+$2.1K
|
+90
|
+5%
|
|
