|
101
|
Pacific Sage Partners
Edmonds,
Washington
|
$4.77M
|
+$4.97M
|
+95,769
|
New
|
|
|
102
|
Nelson Capital Management
Menlo Park,
California
|
$4.74M
|
+$4.93M
|
+95,057
|
New
|
|
|
103
|
MBL Wealth
Charlotte,
North Carolina
|
$4.73M
|
+$1.42M
|
+27,402
|
+41%
|
|
|
104
|
Columbia Trust
Portland,
Oregon
|
$4.67M
|
+$179K
|
+3,444
|
+4%
|
|
|
105
|
Regions Financial Corp
Birmingham,
Alabama
|
$4.6M
|
-$134K
|
-2,578
|
-3%
|
|
|
106
|
Beam Wealth Advisors
Covington,
Louisiana
|
$4.52M
|
+$4.71M
|
+90,743
|
New
|
|
|
107
|
Fiduciary Alliance
Greenville,
South Carolina
|
$4.4M
|
+$133K
|
+2,569
|
+3%
|
|
|
108
|
Legacy Financial Advisors
Covington,
Kentucky
|
$4.37M
|
-$847K
|
-16,323
|
-16%
|
|
|
109
|
New Potomac Partners
Bethesda,
Maryland
|
$4.35M
|
+$69.3K
|
+1,335
|
+2%
|
|
|
110
|
D.A. Davidson & Co
Great Falls,
Montana
|
$4.35M
|
-$1.32M
|
-25,516
|
-23%
|
|
|
111
|
Quattro Financial Advisors
The Woodlands,
Texas
|
$4.3M
|
+$3.51M
|
+67,610
|
+361%
|
|
|
112
|
Sterling Investment Counsel
Buffalo,
New York
|
$4.29M
|
+$4.47M
|
+86,112
|
New
|
|
|
113
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$4.12M
|
+$156K
|
+3,014
|
+4%
|
|
|
114
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$4.09M
|
+$3.47M
|
+66,853
|
+439%
|
|
|
115
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$4.06M
|
+$91.4K
|
+1,761
|
+2%
|
|
|
116
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$4.05M
|
+$200K
|
+3,854
|
+5%
|
|
|
117
|
Courier Capital
Buffalo,
New York
|
$4.04M
|
+$3.49M
|
+67,209
|
+488%
|
|
|
118
|
Montecito Bank & Trust
Santa Barbara,
California
|
$3.98M
|
+$92.2K
|
+1,776
|
+2%
|
|
|
119
|
Graypoint LLC
Albany,
New York
|
$3.91M
|
+$697K
|
+13,422
|
+21%
|
|
|
120
|
Credit Suisse
Zurich,
Switzerland
|
$3.81M
|
+$3.97M
|
+76,551
|
New
|
|
|
121
|
Wellington Management Group
Boston,
Massachusetts
|
$3.81M
|
+$3.97M
|
+76,551
|
New
|
|
|
122
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$3.77M
|
+$506K
|
+9,745
|
+15%
|
|
|
123
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$3.72M
|
+$3.87M
|
+74,646
|
New
|
|
|
124
|
Blue Trust Inc
Alpharetta,
Georgia
|
$3.58M
|
+$467K
|
+9,000
|
+15%
|
|
|
125
|
GSB Wealth Management
Guilford,
Connecticut
|
$3.56M
|
+$635K
|
+12,244
|
+21%
|
|
