|
201
|
IEQ Capital
Foster City,
California
|
$487K
|
+$69K
|
+2,258
|
+16%
|
|
|
202
|
|
$483K
|
+$38.6K
|
+1,264
|
+8%
|
|
|
203
|
Sovran Advisors
San Diego,
California
|
$477K
|
+$490K
|
+16,051
|
New
|
|
|
204
|
Larson Financial Group
St Louis,
Missouri
|
$472K
|
+$236K
|
+7,731
|
+95%
|
|
|
205
|
Evergreen Capital Management
Bellevue,
Washington
|
$471K
|
-$153K
|
-4,994
|
-24%
|
|
|
206
|
Perigon Wealth Management
San Francisco,
California
|
$465K
|
+$25.2K
|
+824
|
+6%
|
|
|
207
|
Evercore Wealth Management
New York
|
$462K
|
+$475K
|
+15,565
|
New
|
|
|
208
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$457K
|
-$106K
|
-3,474
|
-18%
|
|
|
209
|
Tempus Wealth Planning
Irvine,
California
|
$454K
|
+$12.7K
|
+416
|
+3%
|
|
|
210
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$447K
|
+$17.4K
|
+570
|
+4%
|
|
|
211
|
Wells Fargo
San Francisco,
California
|
$439K
|
+$30.7K
|
+1,006
|
+7%
|
|
|
212
|
Mengis Capital Management
Portland,
Oregon
|
$431K
|
-$14.1K
|
-460
|
-3%
|
|
|
213
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$428K
|
+$35.9K
|
+1,175
|
+9%
|
|
|
214
|
Lodestar Private Asset Management
Alamo,
California
|
$417K
|
+$12.2K
|
+401
|
+3%
|
|
|
215
|
Wade Financial Advisory
Campbell,
California
|
$415K
|
–
|
–
|
–
|
|
|
216
|
Creekside Partners
Petaluma,
California
|
$409K
|
-$61
|
-2
|
-0%
|
|
|
217
|
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
|
$409K
|
-$3.05K
|
-100
|
-0.7%
|
|
|
218
|
Clearview Wealth Advisors
Salem,
Oregon
|
$407K
|
+$7.3K
|
+239
|
+2%
|
|
|
219
|
PFG Advisors
Phoenix,
Arizona
|
$407K
|
-$100K
|
-3,274
|
-19%
|
|
|
220
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$404K
|
-$99.3K
|
-3,252
|
-19%
|
|
|
221
|
First Trust Advisors
Wheaton,
Illinois
|
$381K
|
+$392K
|
+12,820
|
New
|
|
|
222
|
Freestone Capital Holdings
Seattle,
Washington
|
$381K
|
+$168K
|
+5,496
|
+75%
|
|
|
223
|
Harbour Investments
Madison,
Wisconsin
|
$380K
|
+$69.3K
|
+2,270
|
+22%
|
|
|
224
|
Brighton Jones LLC
Seattle,
Washington
|
$379K
|
-$4.92K
|
-161
|
-1%
|
|
|
225
|
Annandale Capital
Dallas,
Texas
|
$374K
|
–
|
–
|
–
|
|
