|
101
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$1.4M
|
+$1.68M
|
+50,977
|
New
|
|
|
102
|
Montecito Bank & Trust
Santa Barbara,
California
|
$1.35M
|
+$1.37M
|
+41,512
|
+539%
|
|
|
103
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1.23M
|
+$1.48M
|
+44,950
|
New
|
|
|
104
|
Copperleaf Capital
Raleigh,
North Carolina
|
$1.18M
|
+$1.42M
|
+42,988
|
New
|
|
|
105
|
Steward Partners Investment Advisory
New York
|
$1.16M
|
+$1.29M
|
+38,931
|
+1,106%
|
|
|
106
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$1.14M
|
+$594K
|
+17,984
|
+76%
|
|
|
107
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
$1.1M
|
+$1.32M
|
+39,900
|
+11,532%
|
|
|
108
|
Equitable Holdings
New York
|
$1.1M
|
+$1.32M
|
+40,108
|
New
|
|
|
109
|
Vivid Financial Management
Orcutt,
California
|
$1.05M
|
+$373K
|
+11,305
|
+42%
|
|
|
110
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$1.04M
|
+$294K
|
+8,902
|
+30%
|
|
|
111
|
HSBC Holdings
London,
United Kingdom
|
$1.04M
|
–
|
–
|
–
|
|
|
112
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$1.04M
|
+$1.25M
|
+38,005
|
New
|
|
|
113
|
Savant Capital
Rockford,
Illinois
|
$1.01M
|
+$395K
|
+11,956
|
+48%
|
|
|
114
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$1M
|
+$1.19M
|
+36,049
|
+6,542%
|
|
|
115
|
Venturi Wealth Management
Austin,
Texas
|
$980K
|
+$1.18M
|
+35,802
|
New
|
|
|
116
|
Bailard
Foster City,
California
|
$971K
|
-$118K
|
-3,561
|
-9%
|
|
|
117
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$956K
|
+$1.15M
|
+34,929
|
New
|
|
|
118
|
KeyBank National Association
Cleveland,
Ohio
|
$926K
|
-$419K
|
-12,698
|
-27%
|
|
|
119
|
Tiedemann Advisors
New York
|
$902K
|
+$1.09M
|
+32,972
|
New
|
|
|
120
|
Financial Advocates Investment Management
Olympia,
Washington
|
$893K
|
+$1.08M
|
+32,624
|
New
|
|
|
121
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$874K
|
+$1.05M
|
+31,946
|
New
|
|
|
122
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$805K
|
+$972K
|
+29,430
|
New
|
|
|
123
|
Keel Point
Huntsville,
Alabama
|
$801K
|
+$7.96K
|
+241
|
+0.8%
|
|
|
124
|
Stifel Financial
St. Louis,
Missouri
|
$771K
|
+$930K
|
+28,163
|
New
|
|
|
125
|
C-J Advisory
San Jose,
California
|
$769K
|
+$239K
|
+7,228
|
+35%
|
|
