|
101
|
Mission Wealth Management
Santa Barbara,
California
|
$210K
|
–
|
–
|
–
|
|
|
102
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$209K
|
+$16.4K
|
+1,904
|
+8%
|
|
|
103
|
Pathstone Family Office
Englewood,
New Jersey
|
$208K
|
+$233K
|
+27,000
|
New
|
|
|
104
|
Kestra Private Wealth Services
Austin,
Texas
|
$208K
|
+$35.7K
|
+4,143
|
+18%
|
|
|
105
|
Kingsbury Capital Investment Advisors
Wilmette,
Illinois
|
$199K
|
-$12.6K
|
-1,458
|
-5%
|
|
|
106
|
|
$199K
|
+$223K
|
+25,897
|
New
|
|
|
107
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$197K
|
–
|
–
|
–
|
|
|
108
|
Huntington National Bank
Columbus,
Ohio
|
$192K
|
–
|
–
|
–
|
|
|
109
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$185K
|
+$1.19K
|
+138
|
+0.6%
|
|
|
110
|
Diligent Investors
Redlands,
California
|
$176K
|
+$7.74K
|
+897
|
+4%
|
|
|
111
|
Focus Financial Network
Minneapolis,
Minnesota
|
$173K
|
+$2.64K
|
+306
|
+1%
|
|
|
112
|
Axxcess Wealth Management
Carlsbad,
California
|
$166K
|
-$11.3K
|
-1,311
|
-6%
|
|
|
113
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$166K
|
+$186K
|
+21,520
|
New
|
|
|
114
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$161K
|
+$49.5K
|
+5,744
|
+38%
|
|
|
115
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$154K
|
–
|
–
|
–
|
|
|
116
|
Cetera Advisors
Denver,
Colorado
|
$152K
|
+$15.6K
|
+1,803
|
+10%
|
|
|
117
|
Envestnet Asset Management
Chicago,
Illinois
|
$151K
|
-$309K
|
-35,856
|
-65%
|
|
|
118
|
Alpha Cubed Investments
Irvine,
California
|
$150K
|
-$9.49K
|
-1,100
|
-5%
|
|
|
119
|
Copperwynd Financial
Scottsdale,
Arizona
|
$146K
|
-$22.1K
|
-2,563
|
-12%
|
|
|
120
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$146K
|
+$37.9K
|
+4,398
|
+37%
|
|
|
121
|
Personal Capital Advisors
Redwood City,
California
|
$146K
|
+$164K
|
+19,000
|
New
|
|
|
122
|
Ford Financial Group
Fresno,
California
|
$145K
|
+$2.05K
|
+238
|
+1%
|
|
|
123
|
Waterfront Wealth
Overland Park,
Kansas
|
$144K
|
–
|
–
|
–
|
|
|
124
|
Franklin Resources
San Mateo,
California
|
$140K
|
+$4.5K
|
+522
|
+3%
|
|
|
125
|
Horizon Wealth Management
La Grange,
Illinois
|
$136K
|
–
|
–
|
–
|
|
