|
101
|
Cambridge Associates
Boston,
Massachusetts
|
$1.79M
|
–
|
–
|
–
|
|
|
102
|
Merriman Wealth Management
Seattle,
Washington
|
$1.78M
|
+$890K
|
+25,000
|
+96%
|
|
|
103
|
WBH Advisory
Baltimore,
Maryland
|
$1.7M
|
+$1.73M
|
+48,692
|
New
|
|
|
104
|
Atria Investments
Charlotte,
North Carolina
|
$1.67M
|
+$348K
|
+9,769
|
+26%
|
|
|
105
|
Franklin Resources
San Mateo,
California
|
$1.58M
|
+$25.1K
|
+705
|
+2%
|
|
|
106
|
Cabot Wealth Management
Salem,
Massachusetts
|
$1.58M
|
+$109K
|
+3,074
|
+7%
|
|
|
107
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.49M
|
+$51.3K
|
+1,440
|
+3%
|
|
|
108
|
Wells Fargo
San Francisco,
California
|
$1.47M
|
+$365K
|
+10,248
|
+32%
|
|
|
109
|
Pecaut & Co
Sioux City,
Iowa
|
$1.41M
|
+$792K
|
+22,245
|
+123%
|
|
|
110
|
Continuum Advisory
Eagle,
Idaho
|
$1.38M
|
–
|
–
|
–
|
|
|
111
|
Choate Investment Advisors
Boston,
Massachusetts
|
$1.32M
|
-$34.1K
|
-958
|
-2%
|
|
|
112
|
Integrated Advisors Network
Dallas,
Texas
|
$1.16M
|
+$289K
|
+8,127
|
+32%
|
|
|
113
|
Richard Bernstein Advisors
New York
|
$1.14M
|
+$218K
|
+6,129
|
+23%
|
|
|
114
|
Gould Asset Management
Claremont,
California
|
$1.11M
|
-$7.23M
|
-203,237
|
-86%
|
|
|
115
|
Prudential Financial
Newark,
New Jersey
|
$1.11M
|
+$582K
|
+16,353
|
+106%
|
|
|
116
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$1.09M
|
+$61.4K
|
+1,726
|
+6%
|
|
|
117
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1.06M
|
+$235K
|
+6,612
|
+28%
|
|
|
118
|
Evercore Wealth Management
New York
|
$1.06M
|
+$24.9K
|
+700
|
+2%
|
|
|
119
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.01M
|
+$1.03M
|
+29,024
|
New
|
|
|
120
|
|
$969K
|
+$153K
|
+4,301
|
+18%
|
|
|
121
|
Wealthcare Capital Management
Richmond,
Virginia
|
$959K
|
+$978K
|
+27,466
|
New
|
|
|
122
|
Tocqueville Asset Management
New York
|
$952K
|
–
|
–
|
–
|
|
|
123
|
Truist Financial
Charlotte,
North Carolina
|
$939K
|
+$957K
|
+26,894
|
New
|
|
|
124
|
Carret Asset Management
New York
|
$904K
|
+$57.1K
|
+1,603
|
+7%
|
|
|
125
|
Kendall Capital Management
Rockville,
Maryland
|
$902K
|
+$144K
|
+4,041
|
+19%
|
|
