|
101
|
Regis Management Company
Menlo Park,
California
|
$1.2M
|
–
|
–
|
–
|
|
|
102
|
Commerce Bank
Kansas City,
Missouri
|
$1.19M
|
–
|
–
|
–
|
|
|
103
|
|
$1.19M
|
+$31.2K
|
+563
|
+3%
|
|
|
104
|
Clayton Financial Group
St. Louis,
Missouri
|
$1.18M
|
+$132K
|
+2,378
|
+13%
|
|
|
105
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$1.15M
|
+$10.9K
|
+197
|
+1%
|
|
|
106
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$1.14M
|
–
|
–
|
–
|
|
|
107
|
HSBC Holdings
London,
United Kingdom
|
$1.08M
|
+$453K
|
+8,167
|
+77%
|
|
|
108
|
Capital Planning Advisors
Roseville,
California
|
$1.07M
|
–
|
–
|
–
|
|
|
109
|
MML Investors Services
Springfield,
Massachusetts
|
$1.06M
|
-$61.3K
|
-1,105
|
-6%
|
|
|
110
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$1.01M
|
+$222
|
+4
|
+0%
|
|
|
111
|
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
$1M
|
–
|
–
|
–
|
|
|
112
|
Modera Wealth Management
Westwood,
New Jersey
|
$995K
|
-$39.5K
|
-713
|
-4%
|
|
|
113
|
Fortress Wealth Management
Culver City,
California
|
$993K
|
+$2K
|
+36
|
+0.2%
|
|
|
114
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$983K
|
-$4.16K
|
-75
|
-0.4%
|
|
|
115
|
Sonata Capital Group
Seattle,
Washington
|
$980K
|
+$18.8K
|
+339
|
+2%
|
|
|
116
|
Cobblestone Capital Advisors
Rochester,
New York
|
$964K
|
–
|
–
|
–
|
|
|
117
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$948K
|
–
|
–
|
–
|
|
|
118
|
Horizons Wealth Management
Asheville,
North Carolina
|
$921K
|
-$832
|
-15
|
-0.1%
|
|
|
119
|
Transcendent Capital Group
Edmond,
Oklahoma
|
$919K
|
-$57.1K
|
-1,029
|
-6%
|
|
|
120
|
Sigma Investment Counselors
Northville,
Michigan
|
$906K
|
+$38.8K
|
+700
|
+5%
|
|
|
121
|
Wealthstream Advisors
New York
|
$895K
|
-$665
|
-12
|
-0.1%
|
|
|
122
|
HB Wealth Management
Atlanta,
Georgia
|
$891K
|
–
|
–
|
–
|
|
|
123
|
NewEdge Advisors
New Orleans,
Louisiana
|
$862K
|
+$12.8K
|
+230
|
+2%
|
|
|
124
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$819K
|
-$11.6K
|
-210
|
-1%
|
|
|
125
|
Evanson Asset Management
Carmel,
California
|
$818K
|
–
|
–
|
–
|
|
