|
76
|
Geneos Wealth Management
Englewood,
Colorado
|
$3.4M
|
+$178K
|
+4,119
|
+6%
|
|
|
77
|
World Investment Advisors
Santa Barbara,
California
|
$3.33M
|
+$3.01M
|
+69,398
|
+905%
|
|
|
78
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$3.3M
|
+$24.4K
|
+564
|
+0.7%
|
|
|
79
|
Advisor OS
Chicago,
Illinois
|
$3.22M
|
-$47.5K
|
-1,096
|
-1%
|
|
|
80
|
White Pine Capital
Bloomington,
Minnesota
|
$3.19M
|
+$338K
|
+7,797
|
+12%
|
|
|
81
|
Rockefeller Capital Management
New York
|
$3.15M
|
-$659K
|
-15,208
|
-17%
|
|
|
82
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$3.14M
|
-$9.66K
|
-223
|
-0.3%
|
|
|
83
|
Lido Advisors
Los Angeles,
California
|
$3.09M
|
+$2.42K
|
+56
|
+0.1%
|
|
|
84
|
Financial Engines Advisors
Santa Clara,
California
|
$2.95M
|
+$42.5K
|
+982
|
+1%
|
|
|
85
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.91M
|
-$250K
|
-5,761
|
-8%
|
|
|
86
|
Asset One Wealth Management
Bellevue,
Washington
|
$2.81M
|
+$2.69M
|
+62,201
|
New
|
|
|
87
|
Trajan Wealth
Scottsdale,
Arizona
|
$2.78M
|
-$53.9K
|
-1,245
|
-2%
|
|
|
88
|
Daiwa Securities Group
Tokyo,
Japan
|
$2.69M
|
-$61K
|
-1,408
|
-2%
|
|
|
89
|
Prospera Financial Services
Dallas,
Texas
|
$2.68M
|
-$71.7K
|
-1,655
|
-3%
|
|
|
90
|
Mission Wealth Management
Santa Barbara,
California
|
$2.66M
|
-$65.5K
|
-1,513
|
-2%
|
|
|
91
|
EP Wealth Advisors
Torrance,
California
|
$2.65M
|
+$2.65M
|
+61,196
|
New
|
|
|
92
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$2.64M
|
+$780K
|
+18,020
|
+42%
|
|
|
93
|
Greenberg Financial Group
Tucson,
Arizona
|
$2.58M
|
+$2.59M
|
+59,759
|
New
|
|
|
94
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$2.55M
|
-$1.14M
|
-26,256
|
-31%
|
|
|
95
|
Wealthspire Advisors (New York)
New York
|
$2.53M
|
+$9.53K
|
+220
|
+0.4%
|
|
|
96
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.45M
|
-$79.8K
|
-1,842
|
-3%
|
|
|
97
|
GTS Securities
Miami,
Florida
|
$2.36M
|
-$1.8M
|
-41,647
|
-43%
|
|
|
98
|
Pathstone Holdings
Englewood,
New Jersey
|
$2.32M
|
-$25.6K
|
-590
|
-1%
|
|
|
99
|
Innovative Wealth Building
California,
Maryland
|
$2.25M
|
-$199K
|
-4,590
|
-8%
|
|
|
100
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$2.25M
|
+$276K
|
+6,375
|
+14%
|
|
