|
51
|
WorthPointe
La Jolla,
California
|
$7.59M
|
+$7.85M
|
+129,906
|
New
|
|
|
52
|
Capital Performance Advisors
Walnut Creek,
California
|
$7.55M
|
+$8.53M
|
+141,295
|
New
|
|
|
53
|
CPWM LLC
Seattle,
Washington
|
$7.52M
|
–
|
–
|
–
|
|
|
54
|
Aspiriant LLC
Los Angeles,
California
|
$7.43M
|
+$1.35M
|
+22,275
|
+22%
|
|
|
55
|
Forum Financial Management
Lombard,
Illinois
|
$6.89M
|
+$6.93M
|
+114,831
|
New
|
|
|
56
|
Allworth Financial
Folsom,
California
|
$6.83M
|
+$16.1K
|
+266
|
+0.2%
|
|
|
57
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$6.58M
|
-$124K
|
-2,049
|
-2%
|
|
|
58
|
Larson Financial Group
St Louis,
Missouri
|
$6.56M
|
+$651K
|
+10,780
|
+11%
|
|
|
59
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$6.56M
|
-$139K
|
-2,301
|
-2%
|
|
|
60
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$6.56M
|
+$489K
|
+8,095
|
+8%
|
|
|
61
|
Colorado Capital Management
Boulder,
Colorado
|
$6.17M
|
-$15.3K
|
-254
|
-0.2%
|
|
|
62
|
Claris Advisors
St. Louis,
Missouri
|
$6.14M
|
+$6.18M
|
+102,381
|
New
|
|
|
63
|
United Capital Financial Advisors
Irving,
Texas
|
$5.93M
|
-$183K
|
-3,024
|
-3%
|
|
|
64
|
Truist Financial
Charlotte,
North Carolina
|
$5.87M
|
+$127K
|
+2,101
|
+2%
|
|
|
65
|
Whittier Trust
South Pasadena,
California
|
$5.76M
|
–
|
–
|
–
|
|
|
66
|
Andrews Lucia Wealth Management
Danville,
California
|
$5.64M
|
+$5.68M
|
+94,015
|
New
|
|
|
67
|
Bayshore Asset Management
Coral Gables,
Florida
|
$5.07M
|
+$5.1M
|
+84,436
|
New
|
|
|
68
|
HighTower Advisors
Chicago,
Illinois
|
$4.98M
|
+$28.3K
|
+469
|
+0.6%
|
|
|
69
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$4.94M
|
+$4.98M
|
+82,412
|
New
|
|
|
70
|
RS Crum Inc
Newport Beach,
California
|
$4.85M
|
+$4.89M
|
+80,912
|
New
|
|
|
71
|
Financial Counselors Inc
Overland Park,
Kansas
|
$4.8M
|
+$6.1K
|
+101
|
+0.1%
|
|
|
72
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$4.7M
|
+$4.73M
|
+78,256
|
New
|
|
|
73
|
Spinnaker Investment Group
Newport Beach,
California
|
$4.64M
|
+$4.95M
|
+81,918
|
New
|
|
|
74
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$4.52M
|
+$4.55M
|
+75,318
|
New
|
|
|
75
|
Veritable
Wilmington,
Delaware
|
$4.49M
|
-$99K
|
-1,639
|
-2%
|
|
