|
101
|
IEQ Capital
Foster City,
California
|
$704K
|
+$318K
|
+6,404
|
+82%
|
|
|
102
|
WESCAP Management Group
Glendale,
California
|
$609K
|
+$613K
|
+12,339
|
New
|
|
|
103
|
Kestra Private Wealth Services
Austin,
Texas
|
$593K
|
+$596K
|
+12,005
|
New
|
|
|
104
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$592K
|
+$149
|
+3
|
+0%
|
|
|
105
|
TFO Wealth Partners
Maumee,
Ohio
|
$586K
|
-$332K
|
-6,682
|
-36%
|
|
|
106
|
McIlrath & Eck
Arlington,
Washington
|
$574K
|
+$156K
|
+3,138
|
+37%
|
|
|
107
|
Pinnacle Associates
New York
|
$572K
|
-$1.02M
|
-20,625
|
-64%
|
|
|
108
|
Cetera Advisor Networks
El Segundo,
California
|
$572K
|
+$5.86K
|
+118
|
+1%
|
|
|
109
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$564K
|
-$34.5K
|
-695
|
-6%
|
|
|
110
|
Life Planning Partners
Jacksonville,
Florida
|
$557K
|
-$213K
|
-4,288
|
-27%
|
|
|
111
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$546K
|
+$309K
|
+6,225
|
+129%
|
|
|
112
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$543K
|
+$546K
|
+10,987
|
New
|
|
|
113
|
Colony Group
Boston,
Massachusetts
|
$539K
|
-$498K
|
-10,034
|
-48%
|
|
|
114
|
Birch Capital Management
Dallas,
Texas
|
$529K
|
–
|
–
|
–
|
|
|
115
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$510K
|
+$58.5K
|
+1,178
|
+13%
|
|
|
116
|
Willow Creek Wealth Management
Sebastopol,
California
|
$510K
|
+$80.8K
|
+1,626
|
+19%
|
|
|
117
|
Brooks Moore & Associates
Chattanooga,
Tennessee
|
$509K
|
-$267K
|
-5,385
|
-34%
|
|
|
118
|
Evanson Asset Management
Carmel,
California
|
$494K
|
+$397
|
+8
|
+0.1%
|
|
|
119
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$493K
|
–
|
–
|
–
|
|
|
120
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$488K
|
+$79.6K
|
+1,602
|
+19%
|
|
|
121
|
Scott Capital Advisors
Portland,
Oregon
|
$476K
|
+$479K
|
+9,645
|
New
|
|
|
122
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$454K
|
-$12.8M
|
-258,711
|
-97%
|
|
|
123
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$444K
|
-$1.85M
|
-37,215
|
-81%
|
|
|
124
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$422K
|
-$13.3K
|
-268
|
-3%
|
|
|
125
|
RGT Wealth Advisors
Dallas,
Texas
|
$417K
|
+$162K
|
+3,265
|
+63%
|
|
