|
101
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$788K
|
–
|
–
|
–
|
|
|
102
|
The Family Firm
Bethesda,
Maryland
|
$699K
|
-$105K
|
-1,992
|
-12%
|
|
|
103
|
One Wealth Advisors
San Francisco,
California
|
$698K
|
+$798K
|
+15,150
|
New
|
|
|
104
|
Steward Partners Investment Advisory
New York
|
$667K
|
-$18.3K
|
-348
|
-2%
|
|
|
105
|
Resolute Financial
Newburyport,
Massachusetts
|
$663K
|
+$949
|
+18
|
+0.1%
|
|
|
106
|
Security Financial Services
Fort Wayne,
Indiana
|
$640K
|
+$732K
|
+13,890
|
New
|
|
|
107
|
Kestra Advisory Services
Austin,
Texas
|
$638K
|
-$124K
|
-2,358
|
-15%
|
|
|
108
|
Willis Johnson & Associates
Houston,
Texas
|
$609K
|
-$68.6K
|
-1,302
|
-9%
|
|
|
109
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$587K
|
-$92.3K
|
-1,752
|
-12%
|
|
|
110
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$568K
|
-$797K
|
-15,132
|
-55%
|
|
|
111
|
Prospera Financial Services
Dallas,
Texas
|
$562K
|
+$73.4K
|
+1,392
|
+13%
|
|
|
112
|
Northern Trust
Chicago,
Illinois
|
$556K
|
-$63.9K
|
-1,212
|
-9%
|
|
|
113
|
Boston Family Office
Boston,
Massachusetts
|
$552K
|
–
|
–
|
–
|
|
|
114
|
Nikulski Financial
Bettendorf,
Iowa
|
$547K
|
-$1.9K
|
-36
|
-0.3%
|
|
|
115
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$539K
|
+$26.6K
|
+504
|
+5%
|
|
|
116
|
Bard Financial Services
Branford,
Connecticut
|
$518K
|
–
|
–
|
–
|
|
|
117
|
Raymond James Trust
St. Petersburg,
Florida
|
$500K
|
-$661K
|
-12,540
|
-54%
|
|
|
118
|
WealthShield Partners
Cary,
North Carolina
|
$498K
|
–
|
–
|
–
|
|
|
119
|
US Bancorp
Minneapolis,
Minnesota
|
$481K
|
+$6.01K
|
+114
|
+1%
|
|
|
120
|
|
$460K
|
–
|
–
|
–
|
|
|
121
|
M&T Bank
Buffalo,
New York
|
$456K
|
-$94.9K
|
-1,800
|
-15%
|
|
|
122
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$452K
|
+$201K
|
+3,816
|
+64%
|
|
|
123
|
Clarius Group LLC
Seattle,
Washington
|
$450K
|
–
|
–
|
–
|
|
|
124
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$446K
|
–
|
–
|
–
|
|
|
125
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$436K
|
+$500K
|
+9,480
|
New
|
|
