|
101
|
Comerica Bank
Dallas,
Texas
|
$344K
|
+$51.5K
|
+500
|
+18%
|
|
|
102
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$333K
|
+$332K
|
+3,225
|
New
|
|
|
103
|
Wealthspire Advisors (New York)
New York
|
$305K
|
–
|
–
|
–
|
|
|
104
|
Focus Partners Wealth
Boston,
Massachusetts
|
$297K
|
+$27.8K
|
+270
|
+10%
|
|
|
105
|
One Day In July LLC
Burlington,
Vermont
|
$285K
|
–
|
–
|
–
|
|
|
106
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$268K
|
+$54.7K
|
+532
|
+26%
|
|
|
107
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$266K
|
–
|
–
|
–
|
|
|
108
|
Vontobel Holding
Zurich,
Switzerland
|
$260K
|
–
|
–
|
–
|
|
|
109
|
Davidson Trust Company
Seattle,
Washington
|
$259K
|
–
|
–
|
–
|
|
|
110
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$257K
|
-$399K
|
-3,880
|
-61%
|
|
|
111
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$255K
|
+$27.4K
|
+266
|
+12%
|
|
|
112
|
Moors & Cabot
Boston,
Massachusetts
|
$253K
|
–
|
–
|
–
|
|
|
113
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$246K
|
+$19.4K
|
+189
|
+9%
|
|
|
114
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$238K
|
–
|
–
|
–
|
|
|
115
|
Creekside Partners
Petaluma,
California
|
$238K
|
+$237K
|
+2,305
|
New
|
|
|
116
|
|
$238K
|
-$360K
|
-3,500
|
-60%
|
|
|
117
|
LCW Services
Virginia Beach,
Virginia
|
$226K
|
+$225K
|
+2,182
|
New
|
|
|
118
|
AssetMark Inc
Concord,
California
|
$220K
|
-$2.47K
|
-24
|
-1%
|
|
|
119
|
Creative Planning
Overland Park,
Kansas
|
$212K
|
-$53.9K
|
-524
|
-20%
|
|
|
120
|
Axxcess Wealth Management
Carlsbad,
California
|
$210K
|
+$1.13K
|
+11
|
+0.5%
|
|
|
121
|
HM Payson & Co
Portland,
Maine
|
$207K
|
+$206K
|
+2,000
|
New
|
|
|
122
|
John W. Brooker & Co
Oakland,
California
|
$201K
|
–
|
–
|
–
|
|
|
123
|
William Blair & Company
Chicago,
Illinois
|
$199K
|
-$40K
|
-389
|
-17%
|
|
|
124
|
Kestra Advisory Services
Austin,
Texas
|
$171K
|
+$170K
|
+1,650
|
New
|
|
|
125
|
Centaurus Financial
Anaheim,
California
|
$170K
|
-$926
|
-9
|
-0.5%
|
|
