|
101
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$222K
|
+$208K
|
+1,960
|
New
|
|
|
102
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$219K
|
+$19.8K
|
+186
|
+11%
|
|
|
103
|
Perigon Wealth Management
San Francisco,
California
|
$216K
|
+$203K
|
+1,907
|
New
|
|
|
104
|
Atria Wealth Solutions
New York
|
$208K
|
-$37.6K
|
-354
|
-16%
|
|
|
105
|
Focus Partners Wealth
Boston,
Massachusetts
|
$204K
|
+$192K
|
+1,807
|
New
|
|
|
106
|
Sequoia Financial Advisors
Akron,
Ohio
|
$203K
|
+$191K
|
+1,795
|
New
|
|
|
107
|
Global Retirement Partners
San Rafael,
California
|
$195K
|
+$184K
|
+1,728
|
New
|
|
|
108
|
Principal Securities
Des Moines,
Iowa
|
$179K
|
+$6.27K
|
+59
|
+4%
|
|
|
109
|
MAI Capital Management
Independence,
Ohio
|
$137K
|
-$6.17K
|
-58
|
-5%
|
|
|
110
|
Parallel Advisors
San Francisco,
California
|
$113K
|
+$106K
|
+1,000
|
New
|
|
|
111
|
Barrett & Company
Providence,
Rhode Island
|
$109K
|
–
|
–
|
–
|
|
|
112
|
|
$108K
|
-$6.34M
|
-59,618
|
-98%
|
|
|
113
|
EP Wealth Advisors
Torrance,
California
|
$107K
|
+$101K
|
+950
|
New
|
|
|
114
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$102K
|
–
|
–
|
–
|
|
|
115
|
Founders Capital Management (Texas)
Houston,
Texas
|
$76.1K
|
–
|
–
|
–
|
|
|
116
|
Farther Finance Advisors
San Francisco,
California
|
$74.9K
|
–
|
–
|
–
|
|
|
117
|
Arax Advisory Partners
Denver,
Colorado
|
$67.5K
|
+$44.8K
|
+421
|
+239%
|
|
|
118
|
AmeriFlex Group
Las Vegas,
Nevada
|
$67K
|
+$425
|
+4
|
+0.7%
|
|
|
119
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$63.4K
|
+$59.7K
|
+561
|
New
|
|
|
120
|
Private Trust Company
Cleveland,
Ohio
|
$57.3K
|
–
|
–
|
–
|
|
|
121
|
AssetMark Inc
Concord,
California
|
$55.5K
|
-$517K
|
-4,861
|
-91%
|
|
|
122
|
Howe & Rusling
Rochester,
New York
|
$52.7K
|
–
|
–
|
–
|
|
|
123
|
Spire Wealth Management
Mclean,
Virginia
|
$49.6K
|
+$15.2K
|
+143
|
+48%
|
|
|
124
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$47.9K
|
-$4.57K
|
-43
|
-9%
|
|
|
125
|
Russell Investments Group
London,
United Kingdom
|
$44K
|
–
|
–
|
–
|
|
