|
101
|
Perigon Wealth Management
San Francisco,
California
|
$3.53M
|
+$70.9K
|
+1,356
|
+2%
|
|
|
102
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$3.45M
|
–
|
–
|
–
|
|
|
103
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$3.39M
|
+$30.2K
|
+577
|
+0.9%
|
|
|
104
|
BOK Financial
Tulsa,
Oklahoma
|
$3.36M
|
-$18.4K
|
-353
|
-0.6%
|
|
|
105
|
Harbour Investments
Madison,
Wisconsin
|
$3.3M
|
+$55.8K
|
+1,067
|
+2%
|
|
|
106
|
SoFi Wealth
San Francisco,
California
|
$3.23M
|
+$616K
|
+11,785
|
+25%
|
|
|
107
|
Crux Wealth Advisors
Long Beach,
California
|
$3.23M
|
-$81.9K
|
-1,567
|
-3%
|
|
|
108
|
Archer Investment Management
Austin,
Texas
|
$3.19M
|
-$79.3K
|
-1,518
|
-3%
|
|
|
109
|
True Blue Financial
Stevensville,
Michigan
|
$3.18M
|
+$818K
|
+15,651
|
+37%
|
|
|
110
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$3.18M
|
-$45.2K
|
-864
|
-1%
|
|
|
111
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$3.13M
|
–
|
–
|
–
|
|
|
112
|
Blue Edge Capital
Richmond,
Virginia
|
$3.06M
|
+$166K
|
+3,184
|
+6%
|
|
|
113
|
Avise Financial Cooperative
Los Angeles,
California
|
$2.94M
|
-$1.06M
|
-20,378
|
-27%
|
|
|
114
|
Advisory Services Network
Atlanta,
Georgia
|
$2.93M
|
-$400K
|
-7,658
|
-13%
|
|
|
115
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$2.91M
|
-$140K
|
-2,677
|
-5%
|
|
|
116
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.9M
|
-$441K
|
-8,435
|
-14%
|
|
|
117
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$2.79M
|
-$417K
|
-7,971
|
-14%
|
|
|
118
|
Affiance Financial
St. Louis Park,
Minnesota
|
$2.78M
|
-$25.1K
|
-480
|
-0.9%
|
|
|
119
|
Impact Investors
San Francisco,
California
|
$2.78M
|
-$102K
|
-1,953
|
-4%
|
|
|
120
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.77M
|
-$206K
|
-3,941
|
-7%
|
|
|
121
|
Citadel Advisors
Miami,
Florida
|
$2.76M
|
+$2.64M
|
+50,519
|
New
|
|
|
122
|
KeyBank National Association
Cleveland,
Ohio
|
$2.75M
|
-$170K
|
-3,262
|
-6%
|
|
|
123
|
HB Wealth Management
Atlanta,
Georgia
|
$2.64M
|
+$170K
|
+3,250
|
+7%
|
|
|
124
|
One Wealth Advisors
San Francisco,
California
|
$2.57M
|
-$422K
|
-8,084
|
-15%
|
|
|
125
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$2.56M
|
+$331K
|
+6,341
|
+16%
|
|
