|
201
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$1.02M
|
+$515K
|
+15,201
|
+93%
|
|
|
202
|
Asset Dedication LLC
San Francisco,
California
|
$1.01M
|
+$572K
|
+16,872
|
+117%
|
|
|
203
|
Blue Edge Capital
Richmond,
Virginia
|
$1M
|
+$11.5K
|
+338
|
+1%
|
|
|
204
|
Private Advisor Group
Morristown,
New Jersey
|
$1M
|
-$643K
|
-18,977
|
-38%
|
|
|
205
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$1M
|
-$8.48M
|
-250,134
|
-89%
|
|
|
206
|
Liberty Wealth Management
Oakland,
California
|
$994K
|
-$1.99M
|
-58,571
|
-66%
|
|
|
207
|
Neumann Capital Management
Foster City,
California
|
$987K
|
+$238K
|
+7,025
|
+30%
|
|
|
208
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$983K
|
–
|
–
|
–
|
|
|
209
|
Axxcess Wealth Management
Carlsbad,
California
|
$980K
|
+$171K
|
+5,044
|
+20%
|
|
|
210
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$971K
|
-$1.03M
|
-30,384
|
-50%
|
|
|
211
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$970K
|
-$1.1M
|
-32,588
|
-52%
|
|
|
212
|
Focus Financial Network
Minneapolis,
Minnesota
|
$946K
|
+$365K
|
+10,753
|
+58%
|
|
|
213
|
Day & Ennis
Macon,
Georgia
|
$944K
|
-$2.06M
|
-60,810
|
-68%
|
|
|
214
|
Morling Financial Advisors
Fremont,
California
|
$936K
|
-$78.5K
|
-2,315
|
-7%
|
|
|
215
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$931K
|
-$23.7K
|
-700
|
-2%
|
|
|
216
|
DOHJ LLC
Seattle,
Washington
|
$927K
|
+$490K
|
+14,461
|
+102%
|
|
|
217
|
|
$924K
|
-$451K
|
-13,296
|
-91%
|
|
|
218
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$923K
|
+$484K
|
+14,262
|
+100%
|
|
|
219
|
FDx Advisors
Chicago,
Illinois
|
$921K
|
+$67K
|
+1,976
|
+7%
|
|
|
220
|
AssetMark Inc
Concord,
California
|
$903K
|
-$2.92M
|
-86,234
|
-76%
|
|
|
221
|
Willow Creek Wealth Management
Sebastopol,
California
|
$879K
|
+$45.6K
|
+1,346
|
+5%
|
|
|
222
|
AllianceBernstein
Nashville,
Tennessee
|
$879K
|
+$73K
|
+2,153
|
+9%
|
|
|
223
|
PFG Advisors
Phoenix,
Arizona
|
$876K
|
-$586K
|
-17,284
|
-39%
|
|
|
224
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$870K
|
-$3.77M
|
-111,057
|
-80%
|
|
|
225
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$867K
|
+$276K
|
+8,140
|
+44%
|
|
