|
101
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$4.65M
|
+$1.56M
|
+53,497
|
+51%
|
|
|
102
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$4.56M
|
-$268K
|
-9,181
|
-6%
|
|
|
103
|
Napa Wealth Management
Napa,
California
|
$4.44M
|
+$23.2K
|
+795
|
+0.5%
|
|
|
104
|
Theory Financial
Fort Collins,
Colorado
|
$4.36M
|
+$102K
|
+3,508
|
+2%
|
|
|
105
|
Centric Wealth Management
Chicago,
Illinois
|
$4.32M
|
+$4.35M
|
+149,090
|
New
|
|
|
106
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$4.27M
|
-$144K
|
-4,936
|
-3%
|
|
|
107
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$4.04M
|
+$1.65M
|
+56,712
|
+70%
|
|
|
108
|
Waverly Advisors
Birmingham,
Alabama
|
$4.03M
|
-$176K
|
-6,023
|
-4%
|
|
|
109
|
Atria Investments
Charlotte,
North Carolina
|
$3.86M
|
+$2.89M
|
+98,932
|
+305%
|
|
|
110
|
Avior Wealth Management
Omaha,
Nebraska
|
$3.77M
|
-$16.8K
|
-576
|
-0.4%
|
|
|
111
|
Bank of New York Mellon
New York
|
$3.74M
|
+$1.81M
|
+61,948
|
+95%
|
|
|
112
|
Cobblestone Capital Advisors
Rochester,
New York
|
$3.71M
|
+$587K
|
+20,125
|
+19%
|
|
|
113
|
Hobart Private Capital
Charlotte,
North Carolina
|
$3.7M
|
+$3.68M
|
+125,975
|
New
|
|
|
114
|
Good Life Advisors
Reading,
Pennsylvania
|
$3.64M
|
+$357K
|
+12,250
|
+11%
|
|
|
115
|
US Financial Advisors
Braintree,
Massachusetts
|
$3.55M
|
-$18.3K
|
-627
|
-0.5%
|
|
|
116
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$3.39M
|
-$13.2K
|
-453
|
-0.4%
|
|
|
117
|
Slow Capital
Greenbrae,
California
|
$3.39M
|
-$372K
|
-12,737
|
-10%
|
|
|
118
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$3.35M
|
+$1.37M
|
+46,840
|
+70%
|
|
|
119
|
SigFig Wealth Management
San Francisco,
California
|
$3.29M
|
-$103K
|
-3,534
|
-3%
|
|
|
120
|
Vivaldi Capital Management
Chicago,
Illinois
|
$3.27M
|
-$392K
|
-13,442
|
-11%
|
|
|
121
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$3.26M
|
–
|
–
|
–
|
|
|
122
|
Tidemark
San Diego,
California
|
$3.12M
|
+$250K
|
+8,552
|
+9%
|
|
|
123
|
Tempus Wealth Planning
Irvine,
California
|
$3.08M
|
+$658K
|
+22,537
|
+27%
|
|
|
124
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$3.07M
|
-$227K
|
-7,797
|
-7%
|
|
|
125
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$3.02M
|
+$1.17M
|
+40,260
|
+64%
|
|
