|
126
|
Williams Financial
North Bennington,
Vermont
|
$4.25M
|
+$168K
|
+3,802
|
+4%
|
|
|
127
|
NWAM LLC
Mercer Island,
Washington
|
$4.02M
|
-$336K
|
-7,579
|
-8%
|
|
|
128
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$3.94M
|
+$3.58M
|
+80,956
|
+1,277%
|
|
|
129
|
Tradition Wealth Management
Edina,
Minnesota
|
$3.56M
|
+$101K
|
+2,270
|
+3%
|
|
|
130
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$3.56M
|
+$595K
|
+13,429
|
+21%
|
|
|
131
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$3.55M
|
+$557K
|
+12,578
|
+19%
|
|
|
132
|
Trek Financial
Scottsdale,
Arizona
|
$3.55M
|
+$354K
|
+7,987
|
+11%
|
|
|
133
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$3.54M
|
+$592K
|
+13,377
|
+21%
|
|
|
134
|
Mutual Advisors
Omaha,
Nebraska
|
$3.51M
|
+$2.83M
|
+63,897
|
+459%
|
|
|
135
|
Regal Investment Advisors
Kentwood,
Michigan
|
$3.48M
|
+$3.41M
|
+77,063
|
New
|
|
|
136
|
Howland Capital Management
Boston,
Massachusetts
|
$3.42M
|
+$110K
|
+2,477
|
+3%
|
|
|
137
|
Wealth Alliance
Mellville,
New York
|
$3.28M
|
+$1.64M
|
+37,006
|
+104%
|
|
|
138
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$3.23M
|
+$1.23M
|
+27,863
|
+64%
|
|
|
139
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$3.21M
|
-$820K
|
-18,528
|
-21%
|
|
|
140
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$3.17M
|
+$28.3K
|
+639
|
+0.9%
|
|
|
141
|
United Capital Financial Advisors
Irving,
Texas
|
$3.17M
|
+$2.81M
|
+63,460
|
+952%
|
|
|
142
|
Rockefeller Capital Management
New York
|
$3.13M
|
+$2.02M
|
+45,619
|
+192%
|
|
|
143
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$3.13M
|
+$887K
|
+20,022
|
+41%
|
|
|
144
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$3.06M
|
+$40.2K
|
+908
|
+1%
|
|
|
145
|
Transcend Capital Advisors
Madison,
New Jersey
|
$3.02M
|
+$268K
|
+6,054
|
+10%
|
|
|
146
|
Allianz Asset Management
Munich,
Germany
|
$3.02M
|
–
|
–
|
–
|
|
|
147
|
Sand Hill Global Advisors
Palo Alto,
California
|
$2.99M
|
+$117K
|
+2,645
|
+4%
|
|
|
148
|
SigFig Wealth Management
San Francisco,
California
|
$2.98M
|
+$714K
|
+16,128
|
+32%
|
|
|
149
|
Private Advisor Group
Morristown,
New Jersey
|
$2.73M
|
-$168K
|
-3,804
|
-6%
|
|
|
150
|
First Horizon Advisors
Memphis,
Tennessee
|
$2.65M
|
+$449K
|
+10,140
|
+21%
|
|
