|
101
|
BCS Wealth Management
Johnson City,
Tennessee
|
$360K
|
+$449K
|
+34,473
|
New
|
|
|
102
|
True North Advisors
Dallas,
Texas
|
$359K
|
+$449K
|
+34,440
|
New
|
|
|
103
|
Altium Wealth Management
Purchase,
New York
|
$355K
|
-$197K
|
-15,144
|
-31%
|
|
|
104
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$296K
|
+$35.4K
|
+2,715
|
+11%
|
|
|
105
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$283K
|
+$115K
|
+8,811
|
+48%
|
|
|
106
|
Berkshire Money Management
Dalton,
Massachusetts
|
$279K
|
+$31.6K
|
+2,427
|
+10%
|
|
|
107
|
Crestone Asset Management
Boulder,
Colorado
|
$277K
|
+$346K
|
+26,532
|
New
|
|
|
108
|
Mengis Capital Management
Portland,
Oregon
|
$274K
|
-$3.32K
|
-255
|
-1%
|
|
|
109
|
Foresight Wealth Management
Draper,
Utah
|
$265K
|
-$13.5K
|
-1,035
|
-4%
|
|
|
110
|
Mutual Advisors
Omaha,
Nebraska
|
$262K
|
+$48.2K
|
+3,702
|
+17%
|
|
|
111
|
R.W. Roge & Company
Bohemia,
New York
|
$259K
|
–
|
–
|
–
|
|
|
112
|
Southern Wealth Management
Dallas,
Texas
|
$255K
|
-$271K
|
-20,829
|
-46%
|
|
|
113
|
Parallel Advisors
San Francisco,
California
|
$252K
|
-$31.2K
|
-2,394
|
-9%
|
|
|
114
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$251K
|
+$313K
|
+24,012
|
New
|
|
|
115
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$250K
|
+$285K
|
+21,906
|
+1,077%
|
|
|
116
|
Wade Financial Advisory
Campbell,
California
|
$249K
|
-$75K
|
-5,757
|
-19%
|
|
|
117
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$239K
|
-$9.81K
|
-753
|
-3%
|
|
|
118
|
Lido Advisors
Los Angeles,
California
|
$239K
|
+$103K
|
+7,929
|
+53%
|
|
|
119
|
Empirical Wealth Management
Seattle,
Washington
|
$235K
|
-$171K
|
-13,125
|
-37%
|
|
|
120
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$233K
|
+$290K
|
+22,272
|
New
|
|
|
121
|
Donor Advised Charitable Giving
San Francisco,
California
|
$232K
|
+$2.03K
|
+156
|
+0.7%
|
|
|
122
|
Evanson Asset Management
Carmel,
California
|
$231K
|
–
|
–
|
–
|
|
|
123
|
Camelot Portfolios
Maumee,
Ohio
|
$226K
|
+$282K
|
+21,678
|
New
|
|
|
124
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$223K
|
+$278K
|
+21,345
|
New
|
|
|
125
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$193K
|
-$15K
|
-1,155
|
-6%
|
|
