|
101
|
World Investment Advisors
Santa Barbara,
California
|
$5.91M
|
-$40M
|
-424,257
|
-87%
|
|
|
102
|
InvesTrust
Oklahoma City,
Oklahoma
|
$5.79M
|
-$7.91K
|
-84
|
-0.1%
|
|
|
103
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$5.73M
|
-$260K
|
-2,760
|
-4%
|
|
|
104
|
Sunbelt Securities
Houston,
Texas
|
$5.69M
|
+$214K
|
+2,272
|
+4%
|
|
|
105
|
Asset Management Group
Stamford,
Connecticut
|
$5.49M
|
-$77.2K
|
-819
|
-1%
|
|
|
106
|
Citizens Financial Group
Providence,
Rhode Island
|
$5.19M
|
-$105K
|
-1,116
|
-2%
|
|
|
107
|
Corient Private Wealth
Miami,
Florida
|
$5.15M
|
+$373K
|
+3,962
|
+8%
|
|
|
108
|
Farther Finance Advisors
San Francisco,
California
|
$5.09M
|
+$190K
|
+2,020
|
+4%
|
|
|
109
|
Causey Wealth LLC
Greenwood Village,
Colorado
|
$4.9M
|
+$187K
|
+1,981
|
+4%
|
|
|
110
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.85M
|
+$16K
|
+170
|
+0.3%
|
|
|
111
|
Coldstream Capital Management
Bellevue,
Washington
|
$4.8M
|
-$408K
|
-4,327
|
-8%
|
|
|
112
|
BNP Paribas Financial Markets
Paris,
France
|
$4.79M
|
+$4.71M
|
+50,000
|
+1,250,000%
|
|
|
113
|
Becker Capital Management
Portland,
Oregon
|
$4.79M
|
-$1.41K
|
-15
|
-0%
|
|
|
114
|
Berman McAleer
Timonium,
Maryland
|
$4.77M
|
+$4.69M
|
+49,771
|
New
|
|
|
115
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$4.74M
|
-$120K
|
-1,276
|
-3%
|
|
|
116
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$4.65M
|
-$313K
|
-3,327
|
-6%
|
|
|
117
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$4.62M
|
-$42.1K
|
-447
|
-0.9%
|
|
|
118
|
M&T Bank
Buffalo,
New York
|
$4.48M
|
-$1.42M
|
-15,118
|
-24%
|
|
|
119
|
Brightwater Advisory
Tampa,
Florida
|
$4.44M
|
-$88.7K
|
-942
|
-2%
|
|
|
120
|
Wealthspire Advisors (New York)
New York
|
$4.38M
|
-$83.3K
|
-884
|
-2%
|
|
|
121
|
Neumann Capital Management
Foster City,
California
|
$4.34M
|
+$137K
|
+1,455
|
+3%
|
|
|
122
|
Perkins Coie Trust Company
Seattle,
Washington
|
$4.28M
|
-$60.3K
|
-640
|
-1%
|
|
|
123
|
Circle Wealth Management
Summit,
New Jersey
|
$4.22M
|
–
|
–
|
–
|
|
|
124
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$4.2M
|
-$391K
|
-4,148
|
-9%
|
|
|
125
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$4.17M
|
+$46.2K
|
+490
|
+1%
|
|
