|
101
|
Perigon Wealth Management
San Francisco,
California
|
$2.23M
|
+$69.9K
|
+2,805
|
+3%
|
|
|
102
|
Northwest Bancshares
Warren,
Pennsylvania
|
$2.18M
|
-$29.3K
|
-1,175
|
-1%
|
|
|
103
|
|
$2.09M
|
+$1.61M
|
+64,525
|
+458%
|
|
|
104
|
Novare Capital Management
Charlotte,
North Carolina
|
$2.01M
|
-$961K
|
-38,570
|
-34%
|
|
|
105
|
Institute for Wealth Management
Denver,
Colorado
|
$1.84M
|
–
|
–
|
–
|
|
|
106
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$1.81M
|
+$250K
|
+10,050
|
+17%
|
|
|
107
|
West Financial Advisors
Des Moines,
Iowa
|
$1.79M
|
+$1.68M
|
+67,390
|
New
|
|
|
108
|
Brouwer & Janachowski
Mill Valley,
California
|
$1.78M
|
-$72.5K
|
-2,910
|
-4%
|
|
|
109
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.56M
|
-$146K
|
-5,845
|
-9%
|
|
|
110
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.52M
|
-$55.4K
|
-2,225
|
-4%
|
|
|
111
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$1.51M
|
+$30.8K
|
+1,235
|
+2%
|
|
|
112
|
Montag & Associates
Atlanta,
Georgia
|
$1.39M
|
–
|
–
|
–
|
|
|
113
|
Sterling Financial Planning
Sparta,
New Jersey
|
$1.34M
|
+$1.25M
|
+50,375
|
New
|
|
|
114
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$1.33M
|
–
|
–
|
–
|
|
|
115
|
Resource Planning Group
Atlanta,
Georgia
|
$1.31M
|
-$45K
|
-1,805
|
-3%
|
|
|
116
|
|
$1.25M
|
-$11.7K
|
-470
|
-1%
|
|
|
117
|
Credit Suisse
Zurich,
Switzerland
|
$1.25M
|
–
|
–
|
–
|
|
|
118
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$1.23M
|
+$62.4K
|
+2,505
|
+6%
|
|
|
119
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$1.16M
|
–
|
–
|
–
|
|
|
120
|
Allen Capital Group
Grand Island,
Nebraska
|
$1.13M
|
+$24.7K
|
+990
|
+2%
|
|
|
121
|
Colorado Capital Management
Boulder,
Colorado
|
$1.11M
|
-$12.1K
|
-485
|
-1%
|
|
|
122
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.1M
|
+$665K
|
+26,710
|
+188%
|
|
|
123
|
Lido Advisors
Los Angeles,
California
|
$1.09M
|
+$134K
|
+5,390
|
+15%
|
|
|
124
|
Eaton Vance Management
Boston,
Massachusetts
|
$1.09M
|
+$324K
|
+13,025
|
+47%
|
|
|
125
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.08M
|
-$236K
|
-9,470
|
-19%
|
|
