|
101
|
EP Wealth Advisors
Torrance,
California
|
$499K
|
+$141K
|
+5,318
|
+40%
|
|
|
102
|
Cambridge Advisors
Omaha,
Nebraska
|
$498K
|
+$77.7K
|
+2,926
|
+19%
|
|
|
103
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$492K
|
–
|
–
|
–
|
|
|
104
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$490K
|
+$902
|
+34
|
+0.2%
|
|
|
105
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$485K
|
-$12.7K
|
-480
|
-3%
|
|
|
106
|
Adero Partners
Pleasanton,
California
|
$480K
|
-$124K
|
-4,686
|
-21%
|
|
|
107
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$434K
|
–
|
–
|
–
|
|
|
108
|
Leavell Investment Management
Mobile,
Alabama
|
$431K
|
-$86.8K
|
-3,270
|
-17%
|
|
|
109
|
Citadel Advisors
Miami,
Florida
|
$429K
|
-$819K
|
-30,862
|
-66%
|
|
|
110
|
IFP Advisors
Tampa,
Florida
|
$427K
|
+$21.3K
|
+804
|
+4%
|
|
|
111
|
Charles Schwab Trust
Henderson,
Nevada
|
$424K
|
-$110K
|
-4,136
|
-21%
|
|
|
112
|
|
$418K
|
+$193K
|
+7,262
|
+87%
|
|
|
113
|
Osaic Holdings
Scottsdale,
Arizona
|
$414K
|
-$130K
|
-4,882
|
-24%
|
|
|
114
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$411K
|
+$407K
|
+15,344
|
New
|
|
|
115
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$386K
|
+$142K
|
+5,332
|
+59%
|
|
|
116
|
Personal Capital Advisors
Redwood City,
California
|
$383K
|
-$187K
|
-7,048
|
-33%
|
|
|
117
|
Townsend Asset Management
Raleigh,
North Carolina
|
$379K
|
+$53
|
+2
|
+0%
|
|
|
118
|
Appleton Partners
Boston,
Massachusetts
|
$374K
|
-$2.12K
|
-80
|
-0.6%
|
|
|
119
|
Wells Fargo
San Francisco,
California
|
$373K
|
-$186K
|
-6,990
|
-33%
|
|
|
120
|
Red Door Wealth Management
Memphis,
Tennessee
|
$371K
|
+$369K
|
+13,894
|
New
|
|
|
121
|
Rockefeller Capital Management
New York
|
$363K
|
+$170K
|
+6,400
|
+89%
|
|
|
122
|
Fidelity Investments
Boston,
Massachusetts
|
$362K
|
+$33.4K
|
+1,258
|
+10%
|
|
|
123
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$361K
|
+$106K
|
+3,996
|
+42%
|
|
|
124
|
United Capital Financial Advisors
Irving,
Texas
|
$358K
|
-$126K
|
-4,750
|
-26%
|
|
|
125
|
Summit Trail Advisors
New York
|
$358K
|
+$448K
|
+16,890
|
New
|
|
