|
101
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$1.09M
|
+$6.95K
|
+78
|
+0.7%
|
|
|
102
|
Klingman & Associates
New York
|
$1.08M
|
–
|
–
|
–
|
|
|
103
|
Macroview Investment Management
Bethesda,
Maryland
|
$1.08M
|
-$58.2K
|
-653
|
-6%
|
|
|
104
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$1.05M
|
-$47.6K
|
-534
|
-5%
|
|
|
105
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$1.03M
|
+$928K
|
+10,411
|
New
|
|
|
106
|
Pathstone Holdings
Englewood,
New Jersey
|
$997K
|
+$896K
|
+10,054
|
New
|
|
|
107
|
Donor Advised Charitable Giving
San Francisco,
California
|
$983K
|
+$883K
|
+9,910
|
New
|
|
|
108
|
Focus Financial Network
Minneapolis,
Minnesota
|
$968K
|
-$37K
|
-415
|
-4%
|
|
|
109
|
Allworth Financial
Folsom,
California
|
$965K
|
+$796K
|
+8,927
|
+1,116%
|
|
|
110
|
Financial Council
Towson,
Maryland
|
$942K
|
–
|
–
|
–
|
|
|
111
|
|
$941K
|
+$387K
|
+4,336
|
+84%
|
|
|
112
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$933K
|
+$47.3K
|
+531
|
+6%
|
|
|
113
|
Brown Brothers Harriman & Co
New York
|
$905K
|
–
|
–
|
–
|
|
|
114
|
Miller Equity Capital Advisors
Irving,
Texas
|
$881K
|
–
|
–
|
–
|
|
|
115
|
Mercer Global Advisors
Denver,
Colorado
|
$872K
|
-$209K
|
-2,343
|
-21%
|
|
|
116
|
Wealthspire Advisors (New York)
New York
|
$863K
|
+$4.46K
|
+50
|
+0.6%
|
|
|
117
|
Tocqueville Asset Management
New York
|
$845K
|
+$713
|
+8
|
+0.1%
|
|
|
118
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$814K
|
–
|
–
|
–
|
|
|
119
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$793K
|
–
|
–
|
–
|
|
|
120
|
Atria Wealth Solutions
New York
|
$791K
|
-$69.7K
|
-782
|
-9%
|
|
|
121
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$764K
|
+$687K
|
+7,702
|
New
|
|
|
122
|
|
$758K
|
-$144K
|
-1,612
|
-17%
|
|
|
123
|
Continuum Advisory
Eagle,
Idaho
|
$725K
|
-$1.96K
|
-22
|
-0.3%
|
|
|
124
|
Pacific Sun Financial
Los Angeles,
California
|
$725K
|
-$11.6K
|
-130
|
-2%
|
|
|
125
|
Equitable Holdings
New York
|
$677K
|
-$71.7K
|
-804
|
-11%
|
|
