|
201
|
Mission Wealth Management
Santa Barbara,
California
|
$2.27M
|
+$22K
|
+761
|
+0.9%
|
|
|
202
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$2.27M
|
+$1.19M
|
+40,991
|
+101%
|
|
|
203
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$2.22M
|
-$35.8K
|
-1,238
|
-2%
|
|
|
204
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$2.21M
|
-$135K
|
-4,654
|
-6%
|
|
|
205
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$2.18M
|
-$818K
|
-28,277
|
-27%
|
|
|
206
|
Focus Financial Network
Minneapolis,
Minnesota
|
$2.14M
|
+$2.24M
|
+77,231
|
New
|
|
|
207
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.14M
|
+$38.8K
|
+1,339
|
+2%
|
|
|
208
|
Cobblestone Capital Advisors
Rochester,
New York
|
$2.14M
|
+$157K
|
+5,429
|
+8%
|
|
|
209
|
Morling Financial Advisors
Fremont,
California
|
$2.12M
|
+$1.15M
|
+39,813
|
+109%
|
|
|
210
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$2.12M
|
-$17.3K
|
-597
|
-0.8%
|
|
|
211
|
Pacific Capital Wealth Advisors
Corona,
California
|
$2.12M
|
+$29
|
+1
|
+0%
|
|
|
212
|
Fagan Associates
Troy,
New York
|
$2.1M
|
+$3.36K
|
+116
|
+0.2%
|
|
|
213
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$2.1M
|
+$68.4K
|
+2,364
|
+3%
|
|
|
214
|
Grimes & Company
Westborough,
Massachusetts
|
$2.09M
|
+$173K
|
+5,986
|
+9%
|
|
|
215
|
|
$2.04M
|
+$2.02M
|
+69,771
|
+1,814%
|
|
|
216
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$2.02M
|
+$4.51K
|
+156
|
New
|
|
|
217
|
Credit Suisse
Zurich,
Switzerland
|
$1.99M
|
+$2.07M
|
+71,504
|
New
|
|
|
218
|
Bailard
Foster City,
California
|
$1.95M
|
-$93.5K
|
-3,230
|
-4%
|
|
|
219
|
Resource Planning Group
Atlanta,
Georgia
|
$1.93M
|
-$36.4K
|
-1,259
|
-2%
|
|
|
220
|
GHP Investment Advisors
Denver,
Colorado
|
$1.93M
|
-$546K
|
-18,856
|
-21%
|
|
|
221
|
Perigon Wealth Management
San Francisco,
California
|
$1.91M
|
+$195K
|
+6,722
|
+11%
|
|
|
222
|
Everhart Financial Group
Dublin,
Ohio
|
$1.9M
|
+$22.3K
|
+772
|
+1%
|
|
|
223
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.89M
|
-$21.8K
|
-753
|
-1%
|
|
|
224
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$1.89M
|
+$527K
|
+18,210
|
+37%
|
|
|
225
|
HoyleCohen
San Diego,
California
|
$1.88M
|
+$228K
|
+7,863
|
+13%
|
|
