|
101
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$657K
|
-$209K
|
-3,104
|
-25%
|
|
|
102
|
D'Orazio & Associates
Falls Church,
Virginia
|
$655K
|
–
|
–
|
–
|
|
|
103
|
SimplyRich
Carlsbad,
California
|
$645K
|
-$876
|
-13
|
-0.1%
|
|
|
104
|
United Bank (Virginia)
Vienna,
Virginia
|
$625K
|
-$103K
|
-1,525
|
-15%
|
|
|
105
|
TrueWealth LLC
Atlanta,
Georgia
|
$623K
|
+$2.02K
|
+30
|
+0.3%
|
|
|
106
|
Private Vista
Chicago,
Illinois
|
$618K
|
–
|
–
|
–
|
|
|
107
|
Creative Planning
Overland Park,
Kansas
|
$614K
|
-$72.9K
|
-1,081
|
-11%
|
|
|
108
|
Rockefeller Capital Management
New York
|
$607K
|
+$266K
|
+3,946
|
+86%
|
|
|
109
|
Managed Account Services
Coconut Grove,
Florida
|
$589K
|
-$90.6K
|
-1,344
|
-14%
|
|
|
110
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$587K
|
-$303K
|
-4,487
|
-35%
|
|
|
111
|
|
$575K
|
+$2.63K
|
+39
|
+0.5%
|
|
|
112
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$573K
|
+$28.3K
|
+420
|
+6%
|
|
|
113
|
RDA Financial Network
Akron,
Iowa
|
$558K
|
+$18.5K
|
+275
|
+4%
|
|
|
114
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$513K
|
+$85.3K
|
+1,265
|
+21%
|
|
|
115
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$493K
|
+$6.13K
|
+91
|
+1%
|
|
|
116
|
Winning Points Advisors
Boca Raton,
Florida
|
$485K
|
+$20.2K
|
+300
|
+5%
|
|
|
117
|
Brown Advisory
Baltimore,
Maryland
|
$483K
|
–
|
–
|
–
|
|
|
118
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$482K
|
+$67
|
+1
|
+0%
|
|
|
119
|
Matisse Capital
Portland,
Oregon
|
$472K
|
+$3.91K
|
+58
|
+0.9%
|
|
|
120
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$465K
|
-$63.2K
|
-938
|
-12%
|
|
|
121
|
Pinnacle Associates
New York
|
$456K
|
–
|
–
|
–
|
|
|
122
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$452K
|
+$22.6K
|
+335
|
+6%
|
|
|
123
|
American Portfolios Advisors
Holbrook,
New York
|
$442K
|
-$36.1K
|
-535
|
-8%
|
|
|
124
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$439K
|
–
|
–
|
–
|
|
|
125
|
SignalPoint Asset Management
Springfield,
Missouri
|
$438K
|
-$10.1K
|
-150
|
-2%
|
|
