|
301
|
UMB Bank
Kansas City,
Missouri
|
$2.6M
|
-$149K
|
-2,500
|
-5%
|
|
|
302
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$2.6M
|
+$54K
|
+905
|
+2%
|
|
|
303
|
Pinnacle Associates
New York
|
$2.47M
|
-$101K
|
-1,692
|
-4%
|
|
|
304
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$2.47M
|
-$156K
|
-2,610
|
-6%
|
|
|
305
|
Capital Performance Advisors
Walnut Creek,
California
|
$2.39M
|
+$183K
|
+3,065
|
+8%
|
|
|
306
|
Signet Financial Management
Parsippany,
New Jersey
|
$2.35M
|
-$52.2K
|
-875
|
-2%
|
|
|
307
|
Sandy Spring Bank
Olney,
Maryland
|
$2.34M
|
+$79.8K
|
+1,338
|
+4%
|
|
|
308
|
MGO One Seven
Beachwood,
Ohio
|
$2.32M
|
-$61.7K
|
-1,034
|
-3%
|
|
|
309
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.31M
|
+$197K
|
+3,303
|
+9%
|
|
|
310
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$2.3M
|
+$158K
|
+2,655
|
+7%
|
|
|
311
|
Trust Company
Manhattan,
Kansas
|
$2.3M
|
+$486K
|
+8,152
|
+27%
|
|
|
312
|
Rothschild Investment LLC
Chicago,
Illinois
|
$2.27M
|
+$1.86M
|
+31,236
|
+488%
|
|
|
313
|
Golden State Equity Partners
South Coast Metro,
California
|
$2.27M
|
+$73.1K
|
+1,225
|
+3%
|
|
|
314
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$2.24M
|
-$292K
|
-4,893
|
-12%
|
|
|
315
|
Merriman Wealth Management
Seattle,
Washington
|
$2.24M
|
+$514K
|
+8,617
|
+30%
|
|
|
316
|
Claris Advisors
St. Louis,
Missouri
|
$2.22M
|
+$833K
|
+13,963
|
+61%
|
|
|
317
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.2M
|
+$206K
|
+3,452
|
+10%
|
|
|
318
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.2M
|
+$206K
|
+3,452
|
+10%
|
|
|
319
|
Wealthfront Advisers
Palo Alto,
California
|
$2.18M
|
+$544K
|
+9,124
|
+34%
|
|
|
320
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$2.14M
|
+$69.4K
|
+1,163
|
+3%
|
|
|
321
|
Wealthcare Capital Management
Richmond,
Virginia
|
$2.13M
|
-$87.6K
|
-1,468
|
-4%
|
|
|
322
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$2.13M
|
-$20.6M
|
-346,003
|
-91%
|
|
|
323
|
Financial Engines Advisors
Santa Clara,
California
|
$2.12M
|
-$77.2K
|
-1,293
|
-4%
|
|
|
324
|
Raymond James Trust
St. Petersburg,
Florida
|
$2.08M
|
+$462K
|
+7,738
|
+29%
|
|
|
325
|
Whitcomb & Hess
Ashland,
Ohio
|
$2.06M
|
+$7.94K
|
+133
|
+0.4%
|
|
