|
101
|
Falcon Wealth Planning
Ontario,
California
|
$9.66M
|
+$885K
|
+11,915
|
+10%
|
|
|
102
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$9.58M
|
+$150K
|
+2,025
|
+2%
|
|
|
103
|
Bank of Stockton
Stockton,
California
|
$9.45M
|
+$77.6K
|
+1,045
|
+0.8%
|
|
|
104
|
Russell Investments Group
London,
United Kingdom
|
$9.43M
|
–
|
–
|
–
|
|
|
105
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$9.42M
|
+$252K
|
+3,394
|
+3%
|
|
|
106
|
CIBC World Market
Toronto,
Ontario, Canada
|
$9.42M
|
+$1.31M
|
+17,578
|
+16%
|
|
|
107
|
Brighton Jones LLC
Seattle,
Washington
|
$9.26M
|
-$1.26M
|
-16,969
|
-12%
|
|
|
108
|
WESCAP Management Group
Glendale,
California
|
$9.21M
|
+$636K
|
+8,562
|
+7%
|
|
|
109
|
Brown Advisory
Baltimore,
Maryland
|
$9.08M
|
-$165K
|
-2,224
|
-2%
|
|
|
110
|
Prudential Financial
Newark,
New Jersey
|
$9.05M
|
+$59.4K
|
+800
|
+0.7%
|
|
|
111
|
Pinnacle Associates
New York
|
$8.97M
|
+$1.01M
|
+13,588
|
+12%
|
|
|
112
|
Trellis Advisors
Ellensburg,
Washington
|
$8.76M
|
+$240K
|
+3,229
|
+3%
|
|
|
113
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$8.68M
|
-$3.49M
|
-46,964
|
-28%
|
|
|
114
|
Charles Schwab Trust
Henderson,
Nevada
|
$8.59M
|
+$8.28M
|
+111,524
|
+1,881%
|
|
|
115
|
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
|
$8.49M
|
+$52K
|
+700
|
+0.6%
|
|
|
116
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.48M
|
-$1.71M
|
-23,024
|
-17%
|
|
|
117
|
M&T Bank
Buffalo,
New York
|
$8.4M
|
-$1.01M
|
-13,632
|
-11%
|
|
|
118
|
Pathstone Family Office
Englewood,
New Jersey
|
$8.04M
|
+$68.6K
|
+924
|
+0.8%
|
|
|
119
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$7.97M
|
-$94K
|
-1,266
|
-1%
|
|
|
120
|
Latigo Investments
Fort Lauderdale,
Florida
|
$7.94M
|
+$8.07M
|
+108,644
|
New
|
|
|
121
|
Stone Asset Management
Austin,
Texas
|
$7.88M
|
+$8.01M
|
+107,868
|
New
|
|
|
122
|
Rockefeller Capital Management
New York
|
$7.81M
|
+$2.91M
|
+39,171
|
+58%
|
|
|
123
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$7.62M
|
+$7.74M
|
+104,267
|
New
|
|
|
124
|
Schoolcraft Capital
Boulder,
Colorado
|
$7.42M
|
+$274K
|
+3,695
|
+4%
|
|
|
125
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$7.22M
|
-$193K
|
-2,603
|
-3%
|
|
