|
101
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$1M
|
–
|
–
|
–
|
|
|
102
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$984K
|
+$56.9K
|
+2,484
|
+6%
|
|
|
103
|
Treynor Bancshares
Treynor,
Iowa
|
$981K
|
+$3.32K
|
+145
|
+0.3%
|
|
|
104
|
Franklin Resources
San Mateo,
California
|
$966K
|
–
|
–
|
–
|
|
|
105
|
Aire Advisors
Beverly Hills,
California
|
$955K
|
-$59.7K
|
-2,608
|
-5%
|
|
|
106
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$952K
|
+$1.03M
|
+44,948
|
New
|
|
|
107
|
Capital Performance Advisors
Walnut Creek,
California
|
$888K
|
-$101K
|
-4,417
|
-10%
|
|
|
108
|
MML Investors Services
Springfield,
Massachusetts
|
$871K
|
+$69.9K
|
+3,055
|
+8%
|
|
|
109
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$840K
|
+$898K
|
+39,244
|
New
|
|
|
110
|
EFG Asset Management (Americas)
Miami,
Florida
|
$837K
|
-$343K
|
-14,994
|
-28%
|
|
|
111
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$831K
|
+$10.7K
|
+469
|
+1%
|
|
|
112
|
Waypoint Wealth Partners
Mill Valley,
California
|
$827K
|
-$1.19K
|
-52
|
-0.1%
|
|
|
113
|
Raymond James & Associates
St Petersburg,
Florida
|
$804K
|
-$4.76K
|
-208
|
-0.5%
|
|
|
114
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$794K
|
+$19.9K
|
+870
|
+2%
|
|
|
115
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$783K
|
-$196K
|
-8,566
|
-19%
|
|
|
116
|
Rathbones Group
Liverpool,
United Kingdom
|
$747K
|
+$808K
|
+35,298
|
New
|
|
|
117
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$742K
|
-$705K
|
-30,781
|
-50%
|
|
|
118
|
Greenspring Advisors
Towson,
Maryland
|
$728K
|
-$201K
|
-8,785
|
-20%
|
|
|
119
|
First Pacific Financial
Vancouver,
Washington
|
$691K
|
–
|
–
|
–
|
|
|
120
|
Comerica Bank
Dallas,
Texas
|
$688K
|
+$744K
|
+32,490
|
New
|
|
|
121
|
Beacon Pointe Advisors
Newport Beach,
California
|
$665K
|
+$76.1K
|
+3,325
|
+12%
|
|
|
122
|
Merriman Wealth Management
Seattle,
Washington
|
$642K
|
-$528K
|
-23,058
|
-43%
|
|
|
123
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$588K
|
+$70.4K
|
+3,076
|
+12%
|
|
|
124
|
Merit Financial Group
Alpharetta,
Georgia
|
$572K
|
+$16.3K
|
+712
|
+3%
|
|
|
125
|
WealthPLAN Partners
Omaha,
Nebraska
|
$562K
|
-$229
|
-10
|
-0%
|
|
