|
101
|
Proficio Capital Partners
Newton,
Massachusetts
|
$3.29M
|
+$1.64M
|
+25,055
|
+104%
|
|
|
102
|
Mercer Global Advisors
Denver,
Colorado
|
$3.2M
|
-$163K
|
-2,479
|
-5%
|
|
|
103
|
Simon Quick Advisors
Morristown,
New Jersey
|
$3.12M
|
-$6.56K
|
-100
|
-0.2%
|
|
|
104
|
IMA Advisory Services
Denver,
Colorado
|
$3.1M
|
–
|
–
|
–
|
|
|
105
|
&Partners
Nashville,
Tennessee
|
$3.1M
|
+$777K
|
+11,836
|
+34%
|
|
|
106
|
Bailard
Foster City,
California
|
$3.08M
|
–
|
–
|
–
|
|
|
107
|
VestGen Advisors
Inverness,
Illinois
|
$3.07M
|
+$2.99M
|
+45,528
|
New
|
|
|
108
|
AssetMark Inc
Concord,
California
|
$3.07M
|
-$497K
|
-7,582
|
-14%
|
|
|
109
|
Droms Strauss Advisors
St. Louis,
Missouri
|
$2.98M
|
-$27.5K
|
-419
|
-0.9%
|
|
|
110
|
Creative Planning
Overland Park,
Kansas
|
$2.92M
|
-$157K
|
-2,392
|
-5%
|
|
|
111
|
CX Institutional
Auburn,
Indiana
|
$2.91M
|
-$4.45M
|
-67,839
|
-61%
|
|
|
112
|
Perigon Wealth Management
San Francisco,
California
|
$2.83M
|
-$179K
|
-2,724
|
-6%
|
|
|
113
|
Penobscot Wealth Management
Portland,
Maine
|
$2.83M
|
+$1.21M
|
+18,466
|
+78%
|
|
|
114
|
UMB Bank
Kansas City,
Missouri
|
$2.8M
|
-$3.64M
|
-55,482
|
-57%
|
|
|
115
|
Gotham Asset Management
New York
|
$2.78M
|
–
|
–
|
–
|
|
|
116
|
Summit Financial
Parsippany,
New Jersey
|
$2.68M
|
+$209K
|
+3,190
|
+9%
|
|
|
117
|
Farther Finance Advisors
San Francisco,
California
|
$2.61M
|
+$134K
|
+2,038
|
+6%
|
|
|
118
|
Stifel Financial
St. Louis,
Missouri
|
$2.58M
|
+$7.02K
|
+107
|
+0.3%
|
|
|
119
|
Wealth Architects
Mountain View,
California
|
$2.56M
|
-$23.2K
|
-353
|
-0.9%
|
|
|
120
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$2.53M
|
–
|
–
|
–
|
|
|
121
|
Corient Private Wealth
Miami,
Florida
|
$2.52M
|
-$1.57M
|
-23,949
|
-39%
|
|
|
122
|
Western Wealth Management
Golden,
Colorado
|
$2.49M
|
+$1.84M
|
+28,073
|
+309%
|
|
|
123
|
MGO One Seven
Beachwood,
Ohio
|
$2.49M
|
+$1.09M
|
+16,573
|
+81%
|
|
|
124
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$2.38M
|
–
|
–
|
–
|
|
|
125
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$2.27M
|
+$91.9K
|
+1,400
|
+4%
|
|
