|
101
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$1.8M
|
–
|
–
|
–
|
|
|
102
|
Beta Wealth Group
San Diego,
California
|
$1.75M
|
-$54.9K
|
-818
|
-3%
|
|
|
103
|
Perigon Wealth Management
San Francisco,
California
|
$1.71M
|
+$239K
|
+3,565
|
+17%
|
|
|
104
|
Bell Investment Advisors
Oakland,
California
|
$1.68M
|
-$23.9K
|
-356
|
-1%
|
|
|
105
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$1.64M
|
-$7.79K
|
-116
|
-0.5%
|
|
|
106
|
Vista Capital Partners
Portland,
Oregon
|
$1.61M
|
-$127K
|
-1,886
|
-8%
|
|
|
107
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.61M
|
+$639K
|
+9,514
|
+70%
|
|
|
108
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$1.59M
|
+$8.4K
|
+125
|
+0.5%
|
|
|
109
|
Summit Wealth Group
White River Junction,
Vermont
|
$1.55M
|
-$47K
|
-700
|
-3%
|
|
|
110
|
Northland Capital Management
Virginia,
Minnesota
|
$1.5M
|
+$8.4K
|
+125
|
+0.6%
|
|
|
111
|
Savant Capital
Rockford,
Illinois
|
$1.48M
|
+$333K
|
+4,954
|
+30%
|
|
|
112
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$1.42M
|
+$225K
|
+3,343
|
+19%
|
|
|
113
|
Hardy Reed
Tupelo,
Mississippi
|
$1.41M
|
+$8.26K
|
+123
|
+0.6%
|
|
|
114
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.41M
|
+$228K
|
+3,388
|
+20%
|
|
|
115
|
UMB Bank
Kansas City,
Missouri
|
$1.39M
|
-$27.1K
|
-403
|
-2%
|
|
|
116
|
Caprock Group
Boise,
Idaho
|
$1.38M
|
+$1.37M
|
+20,404
|
New
|
|
|
117
|
Libra Wealth
Los Gatos,
California
|
$1.37M
|
-$30.5K
|
-454
|
-2%
|
|
|
118
|
Fidelity Investments
Boston,
Massachusetts
|
$1.37M
|
+$156K
|
+2,322
|
+13%
|
|
|
119
|
|
$1.35M
|
+$6.72K
|
+100
|
+0.5%
|
|
|
120
|
HeadInvest LLC
Portland,
Maine
|
$1.35M
|
+$84K
|
+1,250
|
+7%
|
|
|
121
|
LRI Investments
Palm Beach Gardens,
Florida
|
$1.34M
|
+$8.6K
|
+128
|
+0.7%
|
|
|
122
|
CGN Advisors
Manhattan,
Kansas
|
$1.34M
|
-$730K
|
-10,862
|
-36%
|
|
|
123
|
Ballentine Partners
Waltham,
Massachusetts
|
$1.33M
|
–
|
–
|
–
|
|
|
124
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.3M
|
+$27.7K
|
+412
|
+2%
|
|
|
125
|
Addison Advisors
Middlebury,
Vermont
|
$1.29M
|
-$109K
|
-1,623
|
-8%
|
|
