|
201
|
Demars Financial Group
Spokane Valley,
Washington
|
$538K
|
+$6.22K
|
+88
|
+1%
|
|
|
202
|
Beacon Pointe Advisors
Newport Beach,
California
|
$535K
|
+$919
|
+13
|
+0.2%
|
|
|
203
|
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
|
$534K
|
+$496K
|
+7,019
|
New
|
|
|
204
|
Rockefeller Capital Management
New York
|
$514K
|
-$4.24K
|
-60
|
-0.9%
|
|
|
205
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$508K
|
–
|
–
|
–
|
|
|
206
|
South Shore Capital Advisors
Cohasset,
Massachusetts
|
$506K
|
+$127K
|
+1,803
|
+37%
|
|
|
207
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$501K
|
-$13.8K
|
-195
|
-3%
|
|
|
208
|
FDx Advisors
Chicago,
Illinois
|
$501K
|
+$465K
|
+6,585
|
New
|
|
|
209
|
Corepath Wealth Partners
Scottsdale,
Arizona
|
$499K
|
-$4.31K
|
-61
|
-0.9%
|
|
|
210
|
PFG Advisors
Phoenix,
Arizona
|
$497K
|
-$52.2K
|
-738
|
-10%
|
|
|
211
|
Advisor Resource Council
Dallas,
Texas
|
$483K
|
+$449K
|
+6,352
|
New
|
|
|
212
|
Gradient Capital Advisors
San Diego,
California
|
$477K
|
+$18.5K
|
+262
|
+4%
|
|
|
213
|
Bank of the West
Monterey Park,
California
|
$476K
|
–
|
–
|
–
|
|
|
214
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$470K
|
+$31.6K
|
+447
|
+8%
|
|
|
215
|
Financial Insights
Tacoma,
Washington
|
$466K
|
-$1.77K
|
-25
|
-0.4%
|
|
|
216
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$466K
|
+$52.8K
|
+747
|
+14%
|
|
|
217
|
Evercore Wealth Management
New York
|
$464K
|
–
|
–
|
–
|
|
|
218
|
Holderness Investments Company
Greensboro,
North Carolina
|
$455K
|
–
|
–
|
–
|
|
|
219
|
American Investment Services
Great Barrington,
Massachusetts
|
$444K
|
-$5.65K
|
-80
|
-1%
|
|
|
220
|
Linscomb Wealth
Houston,
Texas
|
$441K
|
+$410K
|
+5,800
|
New
|
|
|
221
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$440K
|
–
|
–
|
–
|
|
|
222
|
Neuberger Berman Group
New York
|
$439K
|
+$10.6K
|
+150
|
+3%
|
|
|
223
|
Brown Miller Wealth Management
Mclean,
Virginia
|
$434K
|
-$56.6K
|
-801
|
-12%
|
|
|
224
|
Jordan Park Group
San Francisco,
California
|
$434K
|
–
|
–
|
–
|
|
|
225
|
Bank of Marin
Novato,
California
|
$430K
|
+$19.7K
|
+279
|
+5%
|
|
