|
101
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$4.7M
|
-$145K
|
-7,588
|
-3%
|
|
|
102
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$4.58M
|
-$5.49K
|
-288
|
-0.1%
|
|
|
103
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$4.47M
|
+$4.48M
|
+235,012
|
New
|
|
|
104
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$4.47M
|
-$706K
|
-37,036
|
-14%
|
|
|
105
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$4.43M
|
+$388K
|
+20,324
|
+10%
|
|
|
106
|
Frontier Investment Management
Dallas,
Texas
|
$4.42M
|
+$270K
|
+14,140
|
+6%
|
|
|
107
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$4.39M
|
+$76K
|
+3,988
|
+2%
|
|
|
108
|
Planning Alternatives
Birmingham,
Michigan
|
$4.38M
|
-$5.42K
|
-284
|
-0.1%
|
|
|
109
|
Confluence Wealth Management
Portland,
Oregon
|
$4.38M
|
+$409K
|
+21,472
|
+10%
|
|
|
110
|
Lee Financial
Dallas,
Texas
|
$4.36M
|
+$227K
|
+11,920
|
+5%
|
|
|
111
|
Sequoia Financial Advisors
Akron,
Ohio
|
$4.3M
|
+$19.8K
|
+1,040
|
+0.5%
|
|
|
112
|
One Capital Management
Westlake Village,
California
|
$4.3M
|
+$128K
|
+6,728
|
+3%
|
|
|
113
|
Courage Miller Partners
Norfolk,
Virginia
|
$4.09M
|
-$8.09K
|
-424
|
-0.2%
|
|
|
114
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.87M
|
+$449K
|
+23,552
|
+13%
|
|
|
115
|
Seneca House Advisors
Richmond,
Virginia
|
$3.86M
|
+$559K
|
+29,336
|
+17%
|
|
|
116
|
Whitnell & Co
Oak Brook,
Illinois
|
$3.85M
|
-$58.4K
|
-3,064
|
-1%
|
|
|
117
|
Martel Wealth Advisors
Vancouver,
Washington
|
$3.79M
|
+$3.79M
|
+198,912
|
New
|
|
|
118
|
Avalon Capital Management
Port Of Redwood City,
California
|
$3.75M
|
-$4.13M
|
-216,836
|
-52%
|
|
|
119
|
SeaCrest Wealth Management
Purchase,
New York
|
$3.65M
|
+$445K
|
+23,320
|
+14%
|
|
|
120
|
Nikulski Financial
Bettendorf,
Iowa
|
$3.58M
|
+$324K
|
+16,988
|
+9%
|
|
|
121
|
|
$3.57M
|
+$265K
|
+13,884
|
+8%
|
|
|
122
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$3.54M
|
+$790K
|
+41,432
|
+29%
|
|
|
123
|
Denver PWM
Denver,
Colorado
|
$3.52M
|
+$3.89M
|
+204,168
|
New
|
|
|
124
|
Appleton Partners
Boston,
Massachusetts
|
$3.46M
|
+$369K
|
+19,328
|
+12%
|
|
|
125
|
WealthSource Partners
San Luis Obispo,
California
|
$3.46M
|
+$623K
|
+32,652
|
+22%
|
|
