|
101
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$1.17M
|
+$150
|
+3
|
+0%
|
|
|
102
|
Perigon Wealth Management
San Francisco,
California
|
$1.16M
|
-$42.1K
|
-842
|
-3%
|
|
|
103
|
Parallel Advisors
San Francisco,
California
|
$1.13M
|
–
|
–
|
–
|
|
|
104
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.1M
|
-$24.2K
|
-483
|
-2%
|
|
|
105
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$1.07M
|
+$187K
|
+3,732
|
+20%
|
|
|
106
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.05M
|
+$12.9K
|
+257
|
+1%
|
|
|
107
|
IMS Capital Management
Portland,
Oregon
|
$1.02M
|
+$5.65K
|
+113
|
+0.5%
|
|
|
108
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$999K
|
-$1.4M
|
-27,897
|
-57%
|
|
|
109
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$973K
|
+$1.01M
|
+20,140
|
New
|
|
|
110
|
Sage Capital Management
Stockton,
New Jersey
|
$969K
|
-$67.7K
|
-1,354
|
-6%
|
|
|
111
|
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
$956K
|
+$985K
|
+19,700
|
New
|
|
|
112
|
CVA Family Office
Denver,
Colorado
|
$949K
|
+$602K
|
+12,033
|
+158%
|
|
|
113
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$941K
|
+$2.8K
|
+56
|
+0.3%
|
|
|
114
|
McLean Asset Management
Tysons,
Virginia
|
$939K
|
–
|
–
|
–
|
|
|
115
|
Steward Partners Investment Advisory
New York
|
$924K
|
+$108K
|
+2,161
|
+13%
|
|
|
116
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$899K
|
-$10K
|
-200
|
-1%
|
|
|
117
|
Davenport & Co
Richmond,
Virginia
|
$895K
|
-$40.3K
|
-805
|
-4%
|
|
|
118
|
Code Waechter
Tampa,
Florida
|
$877K
|
–
|
–
|
–
|
|
|
119
|
Sunbelt Securities
Houston,
Texas
|
$872K
|
+$387K
|
+7,734
|
+74%
|
|
|
120
|
Golden State Wealth Management
Santa Ana,
California
|
$856K
|
+$886K
|
+17,720
|
New
|
|
|
121
|
Fifth Third Securities
Cincinnati,
Ohio
|
$847K
|
+$13.4K
|
+268
|
+2%
|
|
|
122
|
Western Wealth Management
Golden,
Colorado
|
$842K
|
+$15.4K
|
+307
|
+2%
|
|
|
123
|
Cherry Creek Investment Advisors
Englewood,
Colorado
|
$826K
|
-$278K
|
-5,560
|
-25%
|
|
|
124
|
SFMG Wealth Advisors
Plano,
Texas
|
$822K
|
–
|
–
|
–
|
|
|
125
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$819K
|
+$754K
|
+15,076
|
+801%
|
|
