|
201
|
SigFig Wealth Management
San Francisco,
California
|
$4.71M
|
+$844K
|
+7,710
|
+21%
|
|
|
202
|
Private Advisor Group
Morristown,
New Jersey
|
$4.7M
|
-$3.38M
|
-30,898
|
-42%
|
|
|
203
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$4.67M
|
+$4.64M
|
+42,340
|
New
|
|
|
204
|
Perigon Wealth Management
San Francisco,
California
|
$4.67M
|
+$485K
|
+4,432
|
+12%
|
|
|
205
|
TD Private Client Wealth
New York
|
$4.58M
|
+$2.23M
|
+20,351
|
+96%
|
|
|
206
|
First Horizon Advisors
Memphis,
Tennessee
|
$4.54M
|
+$643K
|
+5,868
|
+17%
|
|
|
207
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$4.49M
|
+$716K
|
+6,541
|
+19%
|
|
|
208
|
MA Private Wealth
San Carlos,
California
|
$4.47M
|
+$21.1K
|
+193
|
+0.5%
|
|
|
209
|
Omega Financial Group
Santa Barbara,
California
|
$4.32M
|
+$20.5K
|
+187
|
+0.5%
|
|
|
210
|
Golden State Wealth Management
Santa Ana,
California
|
$4.23M
|
+$272K
|
+2,487
|
+7%
|
|
|
211
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$4.2M
|
+$369K
|
+3,373
|
+10%
|
|
|
212
|
Huntington National Bank
Columbus,
Ohio
|
$4.19M
|
-$2.09M
|
-19,064
|
Closed
|
|
|
213
|
NorthRock Partners
Minneapolis,
Minnesota
|
$4.14M
|
+$5.91K
|
+54
|
+0.1%
|
|
|
214
|
One Capital Management
Westlake Village,
California
|
$4.12M
|
-$135K
|
-1,236
|
-3%
|
|
|
215
|
Harbour Investments
Madison,
Wisconsin
|
$4.06M
|
-$549K
|
-5,013
|
-12%
|
|
|
216
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$3.95M
|
+$3.92M
|
+35,799
|
New
|
|
|
217
|
Disciplined Investments
Tulsa,
Oklahoma
|
$3.94M
|
+$160K
|
+1,461
|
+4%
|
|
|
218
|
Keebeck Wealth Management
Chicago,
Illinois
|
$3.93M
|
+$76.2K
|
+696
|
+2%
|
|
|
219
|
Cassaday & Co
Mclean,
Virginia
|
$3.93M
|
+$499K
|
+4,557
|
+15%
|
|
|
220
|
Neuberger Berman Group
New York
|
$3.84M
|
+$3.81M
|
+34,820
|
New
|
|
|
221
|
Bogart Wealth LLC
Mclean,
Virginia
|
$3.82M
|
+$657
|
+6
|
+0%
|
|
|
222
|
SOA Wealth Advisors
New York
|
$3.74M
|
-$22.6K
|
-206
|
-0.6%
|
|
|
223
|
BlackDiamond Wealth Management
New York
|
$3.71M
|
+$3.68M
|
+33,590
|
New
|
|
|
224
|
Provence Wealth Management Group
Irvine,
California
|
$3.65M
|
+$3.63M
|
+33,122
|
New
|
|
|
225
|
Avidian Wealth Enterprises
Houston,
Texas
|
$3.63M
|
+$2.2M
|
+20,095
|
+157%
|
|
