|
101
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.66M
|
-$46.5K
|
-2,148
|
-3%
|
|
|
102
|
Meridian Wealth Management
Lexington,
Kentucky
|
$1.58M
|
+$143K
|
+6,603
|
+10%
|
|
|
103
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
$1.58M
|
-$62.1K
|
-2,865
|
-4%
|
|
|
104
|
Leo Wealth LLC
Hurst,
Texas
|
$1.56M
|
+$472K
|
+21,774
|
+44%
|
|
|
105
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$1.51M
|
+$130K
|
+6,023
|
+10%
|
|
|
106
|
Cabot Wealth Management
Salem,
Massachusetts
|
$1.5M
|
+$49.3K
|
+2,275
|
+3%
|
|
|
107
|
Chesley Taft & Associates
Chicago,
Illinois
|
$1.38M
|
+$71.5K
|
+3,300
|
+6%
|
|
|
108
|
Meitav Investment House
Bene-Beraq,
Israel
|
$1.38M
|
-$28.6K
|
-1,322
|
-2%
|
|
|
109
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$1.34M
|
+$104K
|
+4,800
|
+8%
|
|
|
110
|
CGN Advisors
Manhattan,
Kansas
|
$1.3M
|
-$2.16M
|
-99,776
|
-63%
|
|
|
111
|
Oppenheimer & Co
New York
|
$1.26M
|
+$452K
|
+20,883
|
+57%
|
|
|
112
|
Beacon Financial Group
Dallas,
Texas
|
$1.25M
|
+$186K
|
+8,574
|
+18%
|
|
|
113
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.23M
|
+$317K
|
+14,636
|
+35%
|
|
|
114
|
Archford Capital Strategies
Swansea,
Illinois
|
$1.2M
|
-$59K
|
-2,722
|
-5%
|
|
|
115
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$1.18M
|
+$1.16M
|
+53,757
|
New
|
|
|
116
|
Beaumont Asset Management
Beaumont,
Texas
|
$1.18M
|
+$98.2K
|
+4,534
|
+9%
|
|
|
117
|
Little House Capital
Braintree,
Massachusetts
|
$1.15M
|
-$260
|
-12
|
-0%
|
|
|
118
|
Centricity Wealth Management
Westerville,
Ohio
|
$1.14M
|
+$131K
|
+6,035
|
+13%
|
|
|
119
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.11M
|
-$595K
|
-27,481
|
-35%
|
|
|
120
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.1M
|
-$116K
|
-5,345
|
-10%
|
|
|
121
|
REDW Wealth
Albuquerque,
New Mexico
|
$1.08M
|
–
|
–
|
–
|
|
|
122
|
NovaPoint Capital
Atlanta,
Georgia
|
$1.06M
|
-$13.4K
|
-620
|
-1%
|
|
|
123
|
Spinnaker Trust
Portland,
Maine
|
$996K
|
+$108K
|
+4,972
|
+12%
|
|
|
124
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$972K
|
+$99.3K
|
+4,585
|
+12%
|
|
|
125
|
Farmers National Bank
Danville,
Kentucky
|
$962K
|
+$1.17K
|
+54
|
+0.1%
|
|
