|
101
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$570K
|
-$38.4K
|
-566
|
-7%
|
|
|
102
|
GeoWealth Management
Chicago,
Illinois
|
$565K
|
+$536K
|
+7,888
|
New
|
|
|
103
|
Perigon Wealth Management
San Francisco,
California
|
$559K
|
–
|
–
|
–
|
|
|
104
|
Geneos Wealth Management
Englewood,
Colorado
|
$549K
|
-$25.5K
|
-375
|
-5%
|
|
|
105
|
Retirement Planning Group (New York)
Malta,
New York
|
$522K
|
-$15.2K
|
-224
|
-3%
|
|
|
106
|
MAI Capital Management
Independence,
Ohio
|
$518K
|
+$1.76K
|
+26
|
+0.4%
|
|
|
107
|
William Blair & Company
Chicago,
Illinois
|
$500K
|
+$2.17K
|
+32
|
+0.5%
|
|
|
108
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$494K
|
+$272
|
+4
|
+0.1%
|
|
|
109
|
Calton & Associates
Tampa,
Florida
|
$490K
|
+$139K
|
+2,050
|
+43%
|
|
|
110
|
Blankinship & Foster
Solana Beach,
California
|
$485K
|
-$24.6K
|
-362
|
-5%
|
|
|
111
|
|
$473K
|
-$38.7K
|
-570
|
-8%
|
|
|
112
|
Founders Financial Securities
Towson,
Maryland
|
$459K
|
+$445K
|
+6,555
|
New
|
|
|
113
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$450K
|
–
|
–
|
–
|
|
|
114
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$445K
|
+$423K
|
+6,224
|
New
|
|
|
115
|
Pacific Sun Financial
Los Angeles,
California
|
$444K
|
+$6.79K
|
+100
|
+2%
|
|
|
116
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$443K
|
-$7.67K
|
-113
|
-2%
|
|
|
117
|
World Investment Advisors
Santa Barbara,
California
|
$420K
|
-$109K
|
-1,607
|
-21%
|
|
|
118
|
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
$419K
|
-$3.73K
|
-55
|
-0.9%
|
|
|
119
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$406K
|
+$177K
|
+2,604
|
+85%
|
|
|
120
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$401K
|
+$22.9K
|
+337
|
+6%
|
|
|
121
|
Novak & Powell Financial Services
St. Petersburg,
Florida
|
$396K
|
-$18.5K
|
-272
|
-5%
|
|
|
122
|
Atria Wealth Solutions
New York
|
$392K
|
+$68
|
+1
|
+0%
|
|
|
123
|
&Partners
Nashville,
Tennessee
|
$377K
|
+$10.6K
|
+156
|
+3%
|
|
|
124
|
Northern Trust
Chicago,
Illinois
|
$368K
|
–
|
–
|
–
|
|
|
125
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$357K
|
–
|
–
|
–
|
|
