|
126
|
Summit Trail Advisors
New York
|
$1.33M
|
–
|
–
|
–
|
|
|
127
|
Verum Partners
Charlotte,
North Carolina
|
$1.32M
|
-$199K
|
-1,082
|
-13%
|
|
|
128
|
Evergreen Capital Management
Bellevue,
Washington
|
$1.29M
|
–
|
–
|
–
|
|
|
129
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
$1.27M
|
+$33.4K
|
+182
|
+3%
|
|
|
130
|
World Investment Advisors
Santa Barbara,
California
|
$1.23M
|
+$86.8K
|
+473
|
+8%
|
|
|
131
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.21M
|
+$751K
|
+4,088
|
+180%
|
|
|
132
|
Wealthspire Advisors (New York)
New York
|
$1.21M
|
+$236K
|
+1,285
|
+26%
|
|
|
133
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.2M
|
+$401K
|
+2,182
|
+53%
|
|
|
134
|
Evercore Wealth Management
New York
|
$1.2M
|
–
|
–
|
–
|
|
|
135
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$1.19M
|
–
|
–
|
–
|
|
|
136
|
US Bancorp
Minneapolis,
Minnesota
|
$1.17M
|
–
|
–
|
–
|
|
|
137
|
Apeiron RIA
Dallas,
Texas
|
$1.17M
|
–
|
–
|
–
|
|
|
138
|
Gemmer Asset Management
Walnut Creek,
California
|
$1.15M
|
+$6.43K
|
+35
|
+0.6%
|
|
|
139
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.14M
|
–
|
–
|
–
|
|
|
140
|
Lowery Thomas LLC
Pebble Beach,
California
|
$1.1M
|
+$5.88K
|
+32
|
+0.6%
|
|
|
141
|
Beaumont Asset Management
Beaumont,
Texas
|
$1.1M
|
–
|
–
|
–
|
|
|
142
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.1M
|
+$106K
|
+577
|
+11%
|
|
|
143
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$1.09M
|
+$1.01M
|
+5,510
|
+2,900%
|
|
|
144
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$1.06M
|
-$18.7K
|
-102
|
-2%
|
|
|
145
|
KWB Wealth
Redlands,
California
|
$1.05M
|
-$19.5K
|
-106
|
-2%
|
|
|
146
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1M
|
-$20.9K
|
-114
|
-2%
|
|
|
147
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$998K
|
+$5.51K
|
+30
|
+0.6%
|
|
|
148
|
RPS Advisory Solutions
Louisville,
Kentucky
|
$957K
|
-$30.5K
|
-166
|
-3%
|
|
|
149
|
D.A. Davidson & Co
Great Falls,
Montana
|
$953K
|
–
|
–
|
–
|
|
|
150
|
J.W. Cole Advisors
Tampa,
Florida
|
$950K
|
+$28.8K
|
+157
|
+3%
|
|
