|
101
|
D.A. Davidson & Co
Great Falls,
Montana
|
$10.7M
|
-$412K
|
-3,853
|
-4%
|
|
|
102
|
Wealth Forward LLC
Fargo,
North Dakota
|
$10.7M
|
+$391K
|
+3,660
|
+4%
|
|
|
103
|
Capitolis Liquid Global Markets
New York
|
$10.7M
|
+$10.7M
|
+100,000
|
New
|
|
|
104
|
Cypress Capital
Franklin,
Tennessee
|
$10.6M
|
-$361K
|
-3,382
|
-3%
|
|
|
105
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$10.6M
|
+$1.04M
|
+9,705
|
+11%
|
|
|
106
|
TownSquare Capital
Provo,
Utah
|
$10.4M
|
-$1.33M
|
-12,487
|
-11%
|
|
|
107
|
Equitable Holdings
New York
|
$10.1M
|
+$266K
|
+2,490
|
+3%
|
|
|
108
|
CreativeOne Wealth
Overland Park,
Kansas
|
$10.1M
|
+$4.99M
|
+46,707
|
+98%
|
|
|
109
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$10.1M
|
+$17.4K
|
+163
|
+0.2%
|
|
|
110
|
Meridian Management
Little Rock,
Arkansas
|
$10.1M
|
-$143K
|
-1,341
|
-1%
|
|
|
111
|
Park Avenue Securities
New York
|
$9.96M
|
-$242K
|
-2,267
|
-2%
|
|
|
112
|
Global Endowment Management
Charlotte,
North Carolina
|
$9.65M
|
+$1.6M
|
+15,000
|
+20%
|
|
|
113
|
Ted Buchan & Co
San Diego,
California
|
$9.45M
|
+$1.16M
|
+10,869
|
+14%
|
|
|
114
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$9.45M
|
+$1.28M
|
+11,993
|
+16%
|
|
|
115
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$9.45M
|
+$1.28M
|
+11,993
|
+16%
|
|
|
116
|
United Capital Financial Advisors
Irving,
Texas
|
$9.42M
|
-$630K
|
-5,899
|
-6%
|
|
|
117
|
Allworth Financial
Folsom,
California
|
$9.42M
|
-$527K
|
-4,931
|
-5%
|
|
|
118
|
West Financial Advisors
Des Moines,
Iowa
|
$9.36M
|
+$201K
|
+1,884
|
+2%
|
|
|
119
|
US Bancorp
Minneapolis,
Minnesota
|
$9.35M
|
-$2.17M
|
-20,338
|
-19%
|
|
|
120
|
Guggenheim Capital
Chicago,
Illinois
|
$9.26M
|
+$1.41M
|
+13,176
|
+18%
|
|
|
121
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$9.21M
|
+$11.5K
|
+108
|
+0.1%
|
|
|
122
|
Silver Coast Investments
San Diego,
United States
|
$9.18M
|
+$484K
|
+4,533
|
+6%
|
|
|
123
|
The Family Firm
Bethesda,
Maryland
|
$9.17M
|
+$1.95M
|
+18,259
|
+21%
|
|
|
124
|
Natixis Advisors
Boston,
Massachusetts
|
$8.83M
|
-$142K
|
-1,327
|
-2%
|
|
|
125
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$8.68M
|
-$61.3K
|
-574
|
-0.7%
|
|
