|
101
|
Altium Wealth Management
Purchase,
New York
|
$442K
|
+$3.35K
|
+258
|
+0.8%
|
|
|
102
|
United Capital Financial Advisors
Irving,
Texas
|
$430K
|
+$45.9K
|
+3,528
|
+12%
|
|
|
103
|
Camelot Portfolios
Maumee,
Ohio
|
$407K
|
+$34.7K
|
+2,667
|
+9%
|
|
|
104
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$395K
|
+$44.2K
|
+3,402
|
+13%
|
|
|
105
|
SOL Capital Management
Rockville,
Maryland
|
$368K
|
–
|
–
|
–
|
|
|
106
|
Fidelity Investments
Boston,
Massachusetts
|
$368K
|
+$120K
|
+9,237
|
+48%
|
|
|
107
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$368K
|
+$183K
|
+14,118
|
+98%
|
|
|
108
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$366K
|
–
|
–
|
–
|
|
|
109
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$325K
|
-$10.4K
|
-804
|
-3%
|
|
|
110
|
Miracle Mile Advisors
Los Angeles,
California
|
$314K
|
+$316K
|
+24,348
|
New
|
|
|
111
|
Parallel Advisors
San Francisco,
California
|
$309K
|
+$23.8K
|
+1,833
|
+8%
|
|
|
112
|
Wade Financial Advisory
Campbell,
California
|
$305K
|
–
|
–
|
–
|
|
|
113
|
Mengis Capital Management
Portland,
Oregon
|
$295K
|
-$12.9K
|
-990
|
-4%
|
|
|
114
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$293K
|
+$663
|
+51
|
+0.2%
|
|
|
115
|
Donor Advised Charitable Giving
San Francisco,
California
|
$292K
|
+$2.46K
|
+189
|
+0.8%
|
|
|
116
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$292K
|
+$2.5K
|
+192
|
+0.9%
|
|
|
117
|
Evanson Asset Management
Carmel,
California
|
$286K
|
+$39
|
+3
|
+0%
|
|
|
118
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$276K
|
–
|
–
|
–
|
|
|
119
|
Mutual Advisors
Omaha,
Nebraska
|
$269K
|
-$38.9K
|
-2,994
|
-13%
|
|
|
120
|
|
$263K
|
–
|
–
|
–
|
|
|
121
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$252K
|
-$19.1K
|
-1,473
|
-7%
|
|
|
122
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$242K
|
+$243K
|
+18,708
|
New
|
|
|
123
|
Empirical Wealth Management
Seattle,
Washington
|
$229K
|
-$94.8K
|
-7,296
|
-29%
|
|
|
124
|
Southern Wealth Management
Dallas,
Texas
|
$227K
|
-$507
|
-39
|
-0.2%
|
|
|
125
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$225K
|
–
|
–
|
–
|
|
