|
101
|
Perigon Wealth Management
San Francisco,
California
|
$393K
|
+$50.4K
|
+335
|
+14%
|
|
|
102
|
FAS Wealth Partners
Leawood,
Kansas
|
$375K
|
+$2.26K
|
+15
|
+0.6%
|
|
|
103
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$374K
|
+$51.5K
|
+342
|
+15%
|
|
|
104
|
Curi RMB Capital
Chicago,
Illinois
|
$366K
|
–
|
–
|
–
|
|
|
105
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$305K
|
+$15K
|
+100
|
+5%
|
|
|
106
|
Portland Global Advisors
Portland,
Maine
|
$304K
|
–
|
–
|
–
|
|
|
107
|
Beacon Pointe Advisors
Newport Beach,
California
|
$292K
|
+$2.26K
|
+15
|
+0.7%
|
|
|
108
|
Sequoia Financial Advisors
Akron,
Ohio
|
$288K
|
+$28K
|
+186
|
+10%
|
|
|
109
|
Waverly Advisors
Birmingham,
Alabama
|
$283K
|
+$294K
|
+1,954
|
New
|
|
|
110
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$277K
|
+$35.2K
|
+234
|
+14%
|
|
|
111
|
Atomi Financial Group
New York
|
$263K
|
+$274K
|
+1,821
|
New
|
|
|
112
|
Lido Advisors
Los Angeles,
California
|
$261K
|
-$13.2K
|
-88
|
-5%
|
|
|
113
|
Northwest Wealth Management
Spencer,
Iowa
|
$257K
|
+$35.2K
|
+234
|
+15%
|
|
|
114
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$256K
|
–
|
–
|
–
|
|
|
115
|
First Western Trust Bank
Denver,
Colorado
|
$251K
|
–
|
–
|
–
|
|
|
116
|
Bank of New York Mellon
New York
|
$247K
|
+$1.35K
|
+9
|
+0.5%
|
|
|
117
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$241K
|
–
|
–
|
–
|
|
|
118
|
Sterling Capital Management
Charlotte,
North Carolina
|
$238K
|
+$88.6K
|
+589
|
+56%
|
|
|
119
|
Nvest Financial
Portsmouth,
New Hampshire
|
$225K
|
+$235K
|
+1,559
|
New
|
|
|
120
|
Independent Financial Group
San Diego,
California
|
$224K
|
-$4.97K
|
-33
|
-2%
|
|
|
121
|
Bailard
Foster City,
California
|
$220K
|
–
|
–
|
–
|
|
|
122
|
Comerica Bank
Dallas,
Texas
|
$217K
|
-$10.7K
|
-71
|
-5%
|
|
|
123
|
Evernest Financial Advisors
Carmel,
Indiana
|
$202K
|
–
|
–
|
–
|
|
|
124
|
Jones Financial Companies
Des Peres,
Missouri
|
$190K
|
+$2.71K
|
+18
|
+1%
|
|
|
125
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$177K
|
+$170K
|
+1,127
|
+1,127%
|
|
