|
101
|
Atria Investments
Charlotte,
North Carolina
|
$1.35M
|
+$159K
|
+3,917
|
+13%
|
|
|
102
|
Prosperity Planning
Kansas City,
Missouri
|
$1.33M
|
+$47.3K
|
+1,166
|
+4%
|
|
|
103
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.29M
|
+$116K
|
+2,858
|
+9%
|
|
|
104
|
Partners in Financial Planning
Salem,
Virginia
|
$1.29M
|
–
|
–
|
–
|
|
|
105
|
Equitable Holdings
New York
|
$1.27M
|
+$113K
|
+2,794
|
+9%
|
|
|
106
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.26M
|
-$383K
|
-9,428
|
-23%
|
|
|
107
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$1.2M
|
-$87.8K
|
-2,163
|
-7%
|
|
|
108
|
Guggenheim Capital
Chicago,
Illinois
|
$1.18M
|
+$99K
|
+2,439
|
+9%
|
|
|
109
|
|
$1.17M
|
-$374K
|
-9,209
|
-23%
|
|
|
110
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$1.17M
|
+$87.6K
|
+2,160
|
+8%
|
|
|
111
|
Canal Capital Management
Richmond,
Virginia
|
$1.16M
|
–
|
–
|
–
|
|
|
112
|
Cambridge Advisors
Omaha,
Nebraska
|
$1.15M
|
+$56.8K
|
+1,400
|
+5%
|
|
|
113
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$1.14M
|
-$4.87K
|
-120
|
-0.4%
|
|
|
114
|
Brighton Jones LLC
Seattle,
Washington
|
$1.11M
|
+$444K
|
+10,950
|
+63%
|
|
|
115
|
Integris Wealth Management
Monterey,
California
|
$1.07M
|
-$6.21M
|
-152,980
|
-85%
|
|
|
116
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$1.06M
|
+$19.2K
|
+473
|
+2%
|
|
|
117
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$1.05M
|
-$12.5K
|
-308
|
-1%
|
|
|
118
|
AllianceBernstein
Nashville,
Tennessee
|
$1.05M
|
+$24.3K
|
+600
|
+2%
|
|
|
119
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$1.05M
|
+$53.4K
|
+1,316
|
+5%
|
|
|
120
|
Osborne Partners Capital Management
San Francisco,
California
|
$1.02M
|
+$443K
|
+10,924
|
+71%
|
|
|
121
|
Swan Capital
Pensacola,
Florida
|
$1.02M
|
+$1.06M
|
+26,135
|
New
|
|
|
122
|
Slow Capital
Greenbrae,
California
|
$1.01M
|
-$81.2K
|
-2,000
|
-7%
|
|
|
123
|
Unison Advisors
Washington,
District of Columbia
|
$954K
|
–
|
–
|
–
|
|
|
124
|
Becker Capital Management
Portland,
Oregon
|
$949K
|
-$844K
|
-20,794
|
-46%
|
|
|
125
|
Lido Advisors
Los Angeles,
California
|
$915K
|
-$98.6K
|
-2,430
|
-9%
|
|
