|
101
|
|
$369K
|
-$7.04K
|
-186
|
-2%
|
|
|
102
|
Personal CFO Solutions
Chester,
New Jersey
|
$354K
|
-$59.2K
|
-1,565
|
-12%
|
|
|
103
|
SignalPoint Asset Management
Springfield,
Missouri
|
$342K
|
+$19.7K
|
+520
|
+5%
|
|
|
104
|
SVB Wealth
Boston,
Massachusetts
|
$333K
|
-$578K
|
-15,283
|
-58%
|
|
|
105
|
Perigon Wealth Management
San Francisco,
California
|
$311K
|
-$424K
|
-11,200
|
-54%
|
|
|
106
|
Baystate Wealth Management
Boston,
Massachusetts
|
$308K
|
-$22.3K
|
-590
|
-6%
|
|
|
107
|
Squar Milner Financial Services
Irvine,
California
|
$305K
|
-$75.7K
|
-2,000
|
-17%
|
|
|
108
|
Windsor Creek Advisors
Bethel,
Vermont
|
$305K
|
+$378K
|
+10,000
|
New
|
|
|
109
|
Prudential Financial
Newark,
New Jersey
|
$273K
|
+$131K
|
+3,460
|
+63%
|
|
|
110
|
Brookstone Capital Management
Wheaton,
Illinois
|
$271K
|
-$275K
|
-7,257
|
-45%
|
|
|
111
|
EFG Asset Management (Americas)
Miami,
Florida
|
$267K
|
–
|
–
|
–
|
|
|
112
|
Eaton Vance Management
Boston,
Massachusetts
|
$261K
|
–
|
–
|
–
|
|
|
113
|
First Allied Advisory Services
San Diego,
California
|
$243K
|
-$76.6K
|
-2,025
|
-20%
|
|
|
114
|
R.M. Davis Inc
Portland,
Maine
|
$235K
|
+$291K
|
+7,701
|
New
|
|
|
115
|
Truist Financial
Charlotte,
North Carolina
|
$231K
|
-$163K
|
-4,317
|
-36%
|
|
|
116
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$229K
|
-$3.31M
|
-87,594
|
-92%
|
|
|
117
|
US Bancorp
Minneapolis,
Minnesota
|
$227K
|
-$2.23K
|
-59
|
-0.8%
|
|
|
118
|
|
$209K
|
+$260K
|
+6,882
|
New
|
|
|
119
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$207K
|
–
|
–
|
–
|
|
|
120
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$203K
|
-$202K
|
-5,337
|
-45%
|
|
|
121
|
|
$203K
|
–
|
–
|
–
|
|
|
122
|
Geneos Wealth Management
Englewood,
Colorado
|
$187K
|
–
|
–
|
–
|
|
|
123
|
William Blair & Company
Chicago,
Illinois
|
$172K
|
-$109K
|
-2,869
|
-34%
|
|
|
124
|
Selective Wealth Management
Forest,
Virginia
|
$152K
|
–
|
–
|
–
|
|
|
125
|
Bessemer Group
Woodbridge,
New Jersey
|
$150K
|
–
|
–
|
–
|
|
