|
201
|
Axxcess Wealth Management
Carlsbad,
California
|
$1.06M
|
-$746K
|
-4,659
|
-41%
|
|
|
202
|
Private Wealth Advisors (California)
Fresno,
California
|
$1.06M
|
-$939K
|
-5,862
|
-47%
|
|
|
203
|
Alerus Financial
Grand Forks,
North Dakota
|
$1.05M
|
-$7.05M
|
-44,013
|
-87%
|
|
|
204
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$1.05M
|
+$17.8K
|
+111
|
+2%
|
|
|
205
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$1.01M
|
+$42.8K
|
+267
|
+4%
|
|
|
206
|
Beck Capital Management
Austin,
Texas
|
$998K
|
-$3.97M
|
-24,789
|
-80%
|
|
|
207
|
Rockefeller Capital Management
New York
|
$990K
|
+$78.8K
|
+492
|
+9%
|
|
|
208
|
Fermata Advisors
Sonoma,
California
|
$980K
|
+$115K
|
+720
|
+13%
|
|
|
209
|
Washburn Capital Management
Vero Beach,
Florida
|
$961K
|
-$86.5K
|
-540
|
-8%
|
|
|
210
|
Mercer Global Advisors
Denver,
Colorado
|
$958K
|
-$185K
|
-1,155
|
-16%
|
|
|
211
|
Nikulski Financial
Bettendorf,
Iowa
|
$953K
|
-$158K
|
-984
|
-14%
|
|
|
212
|
First Horizon Advisors
Memphis,
Tennessee
|
$949K
|
-$31.2K
|
-195
|
-3%
|
|
|
213
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$947K
|
+$226K
|
+1,410
|
+31%
|
|
|
214
|
Continuum Advisory
Eagle,
Idaho
|
$941K
|
+$648K
|
+4,044
|
+135%
|
|
|
215
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$939K
|
-$467K
|
-2,919
|
-33%
|
|
|
216
|
EP Wealth Advisors
Torrance,
California
|
$908K
|
-$40.8K
|
-255
|
-4%
|
|
|
217
|
Parker Investment Management
Menlo Park,
California
|
$897K
|
+$142K
|
+885
|
+18%
|
|
|
218
|
Avitas Wealth Management
Los Angeles,
California
|
$890K
|
+$11.1K
|
+69
|
+1%
|
|
|
219
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$885K
|
–
|
–
|
–
|
|
|
220
|
CreativeOne Wealth
Overland Park,
Kansas
|
$876K
|
-$75.4K
|
-471
|
-8%
|
|
|
221
|
Sargent Investment Group
Bethesda,
Maryland
|
$876K
|
–
|
–
|
–
|
|
|
222
|
Cetera Advisors
Denver,
Colorado
|
$870K
|
-$869K
|
-5,427
|
-50%
|
|
|
223
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$860K
|
–
|
–
|
–
|
|
|
224
|
Davenport & Co
Richmond,
Virginia
|
$847K
|
+$334K
|
+2,085
|
+64%
|
|
|
225
|
Fidelity Investments
Boston,
Massachusetts
|
$825K
|
+$233K
|
+1,452
|
+38%
|
|
