|
101
|
TCI Wealth Advisors
Tucson,
Arizona
|
$262K
|
+$267K
|
+4,140
|
New
|
|
|
102
|
IHT Wealth Management
Chicago,
Illinois
|
$255K
|
+$19K
|
+295
|
+8%
|
|
|
103
|
Vista Capital Partners
Portland,
Oregon
|
$247K
|
+$252K
|
+3,908
|
New
|
|
|
104
|
Personal Capital Advisors
Redwood City,
California
|
$240K
|
–
|
–
|
–
|
|
|
105
|
Level Financial Advisors
East Amherst,
New York
|
$235K
|
+$239K
|
+3,718
|
New
|
|
|
106
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$225K
|
+$229K
|
+3,559
|
New
|
|
|
107
|
Dowling & Yahnke
San Diego,
California
|
$220K
|
+$224K
|
+3,472
|
New
|
|
|
108
|
Modera Wealth Management
Westwood,
New Jersey
|
$216K
|
+$220K
|
+3,411
|
New
|
|
|
109
|
Tarbox Family Office
Newport Beach,
California
|
$204K
|
–
|
–
|
–
|
|
|
110
|
Osaic Holdings
Scottsdale,
Arizona
|
$165K
|
+$322
|
+5
|
+0.2%
|
|
|
111
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$157K
|
+$160K
|
+2,483
|
New
|
|
|
112
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$146K
|
–
|
–
|
–
|
|
|
113
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$135K
|
-$1.03K
|
-16
|
-0.7%
|
|
|
114
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$86K
|
–
|
–
|
–
|
|
|
115
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$78K
|
–
|
–
|
–
|
|
|
116
|
Rockbridge Investment Management
Syracuse,
New York
|
$50K
|
+$21.9K
|
+340
|
+75%
|
|
|
117
|
Annapolis Financial Services
Annapolis,
Maryland
|
$39K
|
+$39.4K
|
+612
|
New
|
|
|
118
|
CVA Family Office
Denver,
Colorado
|
$37K
|
+$37.7K
|
+585
|
New
|
|
|
119
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$34K
|
-$78.2K
|
-1,215
|
-69%
|
|
|
120
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29K
|
+$1.61K
|
+25
|
+6%
|
|
|
121
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$19K
|
+$19.2K
|
+298
|
New
|
|
|
122
|
Life Planning Partners
Jacksonville,
Florida
|
$14K
|
+$14.6K
|
+226
|
New
|
|
|
123
|
Signet Financial Management
Parsippany,
New Jersey
|
$14K
|
+$14.6K
|
+227
|
New
|
|
|
124
|
Asset Dedication LLC
San Francisco,
California
|
$12K
|
+$8.56K
|
+133
|
+369%
|
|
|
125
|
Bessemer Group
Woodbridge,
New Jersey
|
$10K
|
+$10.3K
|
+160
|
New
|
|
