|
101
|
Fairview Capital Investment Management
Greenbrae,
California
|
$735K
|
–
|
–
|
–
|
|
|
102
|
TD Private Client Wealth
New York
|
$691K
|
+$19.9K
|
+766
|
+3%
|
|
|
103
|
UMB Bank
Kansas City,
Missouri
|
$686K
|
-$1.3K
|
-50
|
-0.2%
|
|
|
104
|
GW & Wade
Wellesley,
Massachusetts
|
$675K
|
+$210K
|
+8,056
|
+45%
|
|
|
105
|
Baker Avenue Asset Management
San Francisco,
California
|
$659K
|
+$321K
|
+12,313
|
+94%
|
|
|
106
|
Empirical Wealth Management
Seattle,
Washington
|
$650K
|
+$168K
|
+6,456
|
+35%
|
|
|
107
|
Laurel Wealth Planning
Edina,
Minnesota
|
$641K
|
+$642K
|
+24,658
|
New
|
|
|
108
|
Hardy Reed
Tupelo,
Mississippi
|
$627K
|
+$18.1K
|
+697
|
+3%
|
|
|
109
|
|
$616K
|
-$6.33M
|
-243,141
|
-91%
|
|
|
110
|
CX Institutional
Auburn,
Indiana
|
$597K
|
+$3.02K
|
+116
|
+0.5%
|
|
|
111
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$595K
|
+$68.9K
|
+2,648
|
+13%
|
|
|
112
|
Cribstone Capital Management
Augusta,
Maine
|
$590K
|
+$90.1K
|
+3,462
|
+18%
|
|
|
113
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$582K
|
–
|
–
|
–
|
|
|
114
|
Beacon Pointe Advisors
Newport Beach,
California
|
$567K
|
+$283K
|
+10,861
|
+99%
|
|
|
115
|
Mattern Wealth Management
Lawrence,
Kansas
|
$548K
|
-$6.92K
|
-266
|
-1%
|
|
|
116
|
CGN Advisors
Manhattan,
Kansas
|
$531K
|
-$322K
|
-12,364
|
-38%
|
|
|
117
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$524K
|
+$5.54K
|
+213
|
+1%
|
|
|
118
|
Willow Creek Wealth Management
Sebastopol,
California
|
$509K
|
+$102K
|
+3,922
|
+25%
|
|
|
119
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$501K
|
+$57.2K
|
+2,197
|
+13%
|
|
|
120
|
PFG Advisors
Phoenix,
Arizona
|
$497K
|
+$36.9K
|
+1,418
|
+8%
|
|
|
121
|
One Capital Management
Westlake Village,
California
|
$496K
|
+$207K
|
+7,960
|
+71%
|
|
|
122
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$486K
|
+$139K
|
+5,335
|
+40%
|
|
|
123
|
Bangor Savings Bank
Bangor,
Maine
|
$465K
|
+$87.3K
|
+3,355
|
+23%
|
|
|
124
|
Next Financial Group
Houston,
Texas
|
$462K
|
+$49.3K
|
+1,895
|
+12%
|
|
|
125
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$449K
|
+$52.2K
|
+2,005
|
+13%
|
|
