|
101
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3.34M
|
+$138K
|
+504
|
+4%
|
|
|
102
|
Penserra Capital Management
Orinda,
California
|
$3.32M
|
+$3.38M
|
+12,347
|
New
|
|
|
103
|
Fidelity Investments
Boston,
Massachusetts
|
$3.3M
|
+$172K
|
+629
|
+5%
|
|
|
104
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$3.18M
|
-$227K
|
-828
|
-6%
|
|
|
105
|
Wealthfront Advisers
Palo Alto,
California
|
$3.17M
|
+$33.7K
|
+123
|
+1%
|
|
|
106
|
IFG Advisory
Atlanta,
Georgia
|
$3.14M
|
+$168K
|
+613
|
+6%
|
|
|
107
|
Somerset Group
Wayzata,
Minnesota
|
$3.11M
|
-$5.48K
|
-20
|
-0.2%
|
|
|
108
|
Concurrent Investment Advisors
Tampa,
Florida
|
$3.1M
|
+$1.1M
|
+4,016
|
+54%
|
|
|
109
|
Novak & Powell Financial Services
St. Petersburg,
Florida
|
$3.05M
|
+$11K
|
+40
|
+0.4%
|
|
|
110
|
|
$3.01M
|
+$3.07M
|
+11,185
|
New
|
|
|
111
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$2.97M
|
-$604K
|
-2,203
|
-17%
|
|
|
112
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$2.95M
|
-$97K
|
-354
|
-3%
|
|
|
113
|
Cresset Asset Management
Chicago,
Illinois
|
$2.82M
|
-$72.9K
|
-266
|
-2%
|
|
|
114
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$2.81M
|
+$25.2K
|
+92
|
+0.9%
|
|
|
115
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$2.77M
|
+$467K
|
+1,704
|
+18%
|
|
|
116
|
Midwest Financial Network
Tinley Park,
Illinois
|
$2.7M
|
+$129K
|
+471
|
+5%
|
|
|
117
|
|
$2.69M
|
-$42.5K
|
-155
|
-2%
|
|
|
118
|
IFP Advisors
Tampa,
Florida
|
$2.67M
|
+$90.2K
|
+329
|
+3%
|
|
|
119
|
Harbour Investments
Madison,
Wisconsin
|
$2.66M
|
-$494K
|
-1,801
|
-15%
|
|
|
120
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.66M
|
+$379K
|
+1,382
|
+16%
|
|
|
121
|
Union Bancaire Privee
Geneva 1,
Switzerland
|
$2.63M
|
–
|
–
|
–
|
|
|
122
|
Kraft Davis & Associates
St. Louis,
Missouri
|
$2.63M
|
-$195K
|
-713
|
-7%
|
|
|
123
|
Concentrum Wealth Management
San Jose,
California
|
$2.61M
|
+$228K
|
+830
|
+9%
|
|
|
124
|
Quantum Private Wealth
Tampa,
Florida
|
$2.61M
|
+$436K
|
+1,591
|
+20%
|
|
|
125
|
Paller Financial Services
Centennial,
Colorado
|
$2.55M
|
+$2.6M
|
+9,491
|
New
|
|
