|
101
|
One Capital Management
Westlake Village,
California
|
$1.41M
|
+$34K
|
+400
|
+2%
|
|
|
102
|
Bigelow Investment Advisors
Portland,
Maine
|
$1.4M
|
+$77.6K
|
+912
|
+5%
|
|
|
103
|
Parkside Advisors
Berkeley,
California
|
$1.39M
|
+$1.28M
|
+15,063
|
+460%
|
|
|
104
|
One Wealth Advisors
San Francisco,
California
|
$1.39M
|
+$95.4K
|
+1,121
|
+7%
|
|
|
105
|
AJ Wealth Strategies
New York
|
$1.37M
|
–
|
–
|
–
|
|
|
106
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$1.35M
|
+$47.9K
|
+563
|
+3%
|
|
|
107
|
Trust Company
Manhattan,
Kansas
|
$1.35M
|
+$106K
|
+1,241
|
+8%
|
|
|
108
|
Baker Avenue Asset Management
San Francisco,
California
|
$1.32M
|
+$128K
|
+1,506
|
+9%
|
|
|
109
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$1.27M
|
-$1.16M
|
-13,681
|
-45%
|
|
|
110
|
HB Wealth Management
Atlanta,
Georgia
|
$1.27M
|
+$25.7K
|
+302
|
+2%
|
|
|
111
|
Colony Group
Boston,
Massachusetts
|
$1.23M
|
+$8.76K
|
+103
|
+0.6%
|
|
|
112
|
Stifel Financial
St. Louis,
Missouri
|
$1.21M
|
-$40.4K
|
-475
|
-3%
|
|
|
113
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$1.21M
|
+$6.21K
|
+73
|
+0.5%
|
|
|
114
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.2M
|
-$11.5K
|
-135
|
-0.8%
|
|
|
115
|
Litman Gregory Wealth Management
Larkspur,
California
|
$1.17M
|
–
|
–
|
–
|
|
|
116
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.11M
|
+$881K
|
+10,358
|
+244%
|
|
|
117
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.1M
|
-$145K
|
-1,706
|
-11%
|
|
|
118
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.09M
|
+$482K
|
+5,668
|
+65%
|
|
|
119
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.08M
|
+$5.1K
|
+60
|
+0.5%
|
|
|
120
|
Rathbones Group
Liverpool,
United Kingdom
|
$1.06M
|
–
|
–
|
–
|
|
|
121
|
Affinia Financial Group
Burlington,
Massachusetts
|
$1.03M
|
-$34K
|
-400
|
-3%
|
|
|
122
|
Evercore Wealth Management
New York
|
$1.02M
|
-$29.8K
|
-350
|
-3%
|
|
|
123
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.01M
|
-$58.3K
|
-685
|
-5%
|
|
|
124
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$1.01M
|
+$30.5K
|
+359
|
+3%
|
|
|
125
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.01M
|
+$109K
|
+1,279
|
+11%
|
|
