|
101
|
Leavell Investment Management
Mobile,
Alabama
|
$6.76M
|
+$124K
|
+5,529
|
+2%
|
|
|
102
|
Perigon Wealth Management
San Francisco,
California
|
$6.74M
|
+$3.48M
|
+154,968
|
+92%
|
|
|
103
|
WealthShield Partners
Cary,
North Carolina
|
$6.72M
|
+$25.5K
|
+1,137
|
+0.4%
|
|
|
104
|
Smith Anglin Financial
Dallas,
Texas
|
$6.7M
|
-$7.27K
|
-324
|
-0.1%
|
|
|
105
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$6.68M
|
+$227K
|
+10,095
|
+3%
|
|
|
106
|
White Pine Investment Company
Livonia,
Michigan
|
$6.67M
|
-$207K
|
-9,234
|
-3%
|
|
|
107
|
Total Wealth Planning
Cincinnati,
Ohio
|
$6.66M
|
+$353K
|
+15,738
|
+5%
|
|
|
108
|
Park Avenue Securities
New York
|
$6.62M
|
+$1.4M
|
+62,178
|
+24%
|
|
|
109
|
|
$6.52M
|
-$85.5K
|
-3,807
|
-1%
|
|
|
110
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$6.42M
|
-$1.63M
|
-72,834
|
-19%
|
|
|
111
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$6.33M
|
+$740K
|
+32,979
|
+12%
|
|
|
112
|
55I LLC
Boston,
Massachusetts
|
$6.22M
|
-$1.46M
|
-65,094
|
-18%
|
|
|
113
|
Mercer Global Advisors
Denver,
Colorado
|
$6.2M
|
-$705K
|
-31,392
|
-10%
|
|
|
114
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$6.18M
|
+$5.26M
|
+234,375
|
+373%
|
|
|
115
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.17M
|
+$513K
|
+22,875
|
+8%
|
|
|
116
|
Black Diamond Financial
Towson,
Maryland
|
$6.16M
|
+$370K
|
+16,476
|
+6%
|
|
|
117
|
MAI Capital Management
Independence,
Ohio
|
$6.12M
|
+$20.1K
|
+897
|
+0.3%
|
|
|
118
|
One Capital Management
Westlake Village,
California
|
$6.1M
|
-$154K
|
-6,864
|
-2%
|
|
|
119
|
Opes Wealth Management
Menlo Park,
California
|
$6.02M
|
-$304K
|
-13,533
|
-4%
|
|
|
120
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$5.98M
|
+$222K
|
+9,888
|
+4%
|
|
|
121
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$5.89M
|
+$427K
|
+19,044
|
+7%
|
|
|
122
|
NFP Retirement Inc
Aliso Viejo,
California
|
$5.6M
|
+$770K
|
+34,284
|
+15%
|
|
|
123
|
Berkshire Money Management
Dalton,
Massachusetts
|
$5.42M
|
+$5.84M
|
+260,391
|
New
|
|
|
124
|
Advisory Services & Investments
Bend,
Oregon
|
$5.35M
|
-$13.4M
|
-596,751
|
-70%
|
|
|
125
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$5.31M
|
+$361K
|
+16,095
|
+7%
|
|
