|
101
|
MB Generational Wealth
Spokane,
Washington
|
$1.27M
|
–
|
–
|
–
|
|
|
102
|
Payne Capital Management
New York
|
$1.27M
|
+$1.35M
|
+53,017
|
New
|
|
|
103
|
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
|
$1.26M
|
+$1.35M
|
+52,697
|
New
|
|
|
104
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$1.25M
|
+$188K
|
+7,364
|
+16%
|
|
|
105
|
Cullen Capital Management
New York
|
$1.23M
|
+$1.31M
|
+51,410
|
New
|
|
|
106
|
Level Financial Advisors
East Amherst,
New York
|
$1.22M
|
-$23.4K
|
-917
|
-2%
|
|
|
107
|
Foster Group
West Des Moines,
Iowa
|
$1.22M
|
-$1.1M
|
-42,959
|
-46%
|
|
|
108
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$1.2M
|
-$140K
|
-5,472
|
-10%
|
|
|
109
|
Foundation Wealth Management (Missouri)
Clayton,
Missouri
|
$1.18M
|
-$84.8K
|
-3,322
|
-6%
|
|
|
110
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$1.17M
|
+$718K
|
+28,125
|
+135%
|
|
|
111
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.15M
|
-$535K
|
-20,960
|
-30%
|
|
|
112
|
|
$1.14M
|
+$98.7K
|
+3,864
|
+9%
|
|
|
113
|
Franklin Resources
San Mateo,
California
|
$1.09M
|
–
|
–
|
–
|
|
|
114
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1.08M
|
+$121K
|
+4,746
|
+12%
|
|
|
115
|
Larson Financial Group
St Louis,
Missouri
|
$1.06M
|
-$87.1K
|
-3,413
|
-7%
|
|
|
116
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$1.02M
|
-$758K
|
-29,669
|
-41%
|
|
|
117
|
TPG Financial Advisors
Portland,
Oregon
|
$969K
|
-$20K
|
-782
|
-2%
|
|
|
118
|
Sterling Wealth Management
Champaign,
Illinois
|
$953K
|
-$50.9K
|
-1,992
|
-5%
|
|
|
119
|
Capital Performance Advisors
Walnut Creek,
California
|
$952K
|
+$10.8K
|
+421
|
+1%
|
|
|
120
|
Waypoint Wealth Partners
Mill Valley,
California
|
$936K
|
+$26
|
+1
|
+0%
|
|
|
121
|
Aspiriant LLC
Los Angeles,
California
|
$923K
|
-$329K
|
-12,889
|
-25%
|
|
|
122
|
NewEdge Advisors
New Orleans,
Louisiana
|
$914K
|
+$974K
|
+38,128
|
New
|
|
|
123
|
Matrix Trust Company
Denver,
Colorado
|
$912K
|
+$845K
|
+33,107
|
+673%
|
|
|
124
|
Greenspring Advisors
Towson,
Maryland
|
$907K
|
-$212K
|
-8,315
|
-18%
|
|
|
125
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$886K
|
-$2.22K
|
-87
|
-0.2%
|
|
