|
201
|
Landaas & Company
Milwaukee,
Wisconsin
|
$325K
|
-$107K
|
-7,590
|
-27%
|
|
|
202
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$323K
|
+$31K
|
+2,201
|
+12%
|
|
|
203
|
Perigon Wealth Management
San Francisco,
California
|
$322K
|
+$113K
|
+8,056
|
+64%
|
|
|
204
|
Cumberland Partners
Toronto,
Ontario, Canada
|
$319K
|
–
|
–
|
–
|
|
|
205
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$315K
|
-$186K
|
-13,240
|
-40%
|
|
|
206
|
KLR Investment Advisors
Providence,
Rhode Island
|
$310K
|
+$96K
|
+6,825
|
+52%
|
|
|
207
|
|
$309K
|
+$279K
|
+19,826
|
New
|
|
|
208
|
Carr Financial Group
Worcester,
Massachusetts
|
$309K
|
–
|
–
|
–
|
|
|
209
|
VERITY Wealth Advisors
Sausalito,
United States
|
$307K
|
+$18.6K
|
+1,320
|
+7%
|
|
|
210
|
|
$306K
|
+$277K
|
+19,714
|
New
|
|
|
211
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$304K
|
+$43.9K
|
+3,119
|
+19%
|
|
|
212
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$301K
|
-$66.2K
|
-4,704
|
-20%
|
|
|
213
|
EP Wealth Advisors
Torrance,
California
|
$300K
|
+$92.8K
|
+6,598
|
+52%
|
|
|
214
|
Raffa Wealth Management
Washington,
District of Columbia
|
$299K
|
–
|
–
|
–
|
|
|
215
|
Liberty Wealth Management
Oakland,
California
|
$299K
|
+$55.4K
|
+3,937
|
+24%
|
|
|
216
|
HoyleCohen
San Diego,
California
|
$299K
|
+$5.63K
|
+400
|
+2%
|
|
|
217
|
Foster & Motley
Cincinnati,
Ohio
|
$295K
|
+$33.6K
|
+2,392
|
+14%
|
|
|
218
|
Savant Capital
Rockford,
Illinois
|
$294K
|
+$1.41K
|
+100
|
+0.5%
|
|
|
219
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$294K
|
-$64K
|
-4,551
|
-19%
|
|
|
220
|
Citizens Financial Group
Providence,
Rhode Island
|
$291K
|
+$2.02K
|
+144
|
+0.8%
|
|
|
221
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$290K
|
-$19.1K
|
-1,360
|
-7%
|
|
|
222
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$290K
|
+$35.2K
|
+2,506
|
+16%
|
|
|
223
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$287K
|
-$52.6K
|
-3,743
|
-17%
|
|
|
224
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$285K
|
-$230K
|
-16,332
|
-47%
|
|
|
225
|
Berger Financial Group
Plymouth,
Minnesota
|
$284K
|
-$48.7K
|
-3,461
|
-16%
|
|
