|
76
|
Advisory Services & Investments
Bend,
Oregon
|
$7.98M
|
+$25.4K
|
+493
|
+0.3%
|
|
|
77
|
1900 Wealth Management
San Antonio,
Texas
|
$7.89M
|
-$203K
|
-3,945
|
-2%
|
|
|
78
|
Forum Financial Management
Lombard,
Illinois
|
$7.88M
|
+$2.34M
|
+45,487
|
+42%
|
|
|
79
|
Cardiff Park Advisors
Carlsbad,
California
|
$7.87M
|
+$62.2K
|
+1,208
|
+0.8%
|
|
|
80
|
Larson Financial Group
St Louis,
Missouri
|
$7.81M
|
-$103K
|
-1,992
|
-1%
|
|
|
81
|
Financial Advocates Investment Management
Olympia,
Washington
|
$7.59M
|
+$750K
|
+14,572
|
+11%
|
|
|
82
|
Column Capital Advisors
Indianapolis,
Indiana
|
$7.45M
|
+$1.97M
|
+38,361
|
+19%
|
|
|
83
|
Capital Performance Advisors
Walnut Creek,
California
|
$7.39M
|
+$102K
|
+1,972
|
+1%
|
|
|
84
|
Financial Connections Group
Corte Madera,
California
|
$7.26M
|
+$362K
|
+7,039
|
+5%
|
|
|
85
|
WorthPointe
La Jolla,
California
|
$7.14M
|
-$219K
|
-4,263
|
-3%
|
|
|
86
|
KEB Asset Management
Springfield,
Illinois
|
$7.1M
|
+$254K
|
+4,942
|
+4%
|
|
|
87
|
Gemmer Asset Management
Walnut Creek,
California
|
$6.92M
|
+$3.2M
|
+62,201
|
+85%
|
|
|
88
|
|
$6.84M
|
-$963K
|
-18,711
|
-16%
|
|
|
89
|
Stokes Family Office
New Orleans,
Louisiana
|
$6.83M
|
-$622K
|
-12,082
|
-8%
|
|
|
90
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$6.44M
|
+$1.65K
|
+32
|
+0%
|
|
|
91
|
Spinnaker Investment Group
Newport Beach,
California
|
$6.42M
|
+$207K
|
+4,012
|
+3%
|
|
|
92
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$6.32M
|
+$824
|
+16
|
+0%
|
|
|
93
|
DecisionPoint Financial
Mesa,
Arizona
|
$6.18M
|
+$6.22M
|
+120,809
|
New
|
|
|
94
|
Allworth Financial
Folsom,
California
|
$6.06M
|
+$187K
|
+3,623
|
+3%
|
|
|
95
|
Aspiriant LLC
Los Angeles,
California
|
$5.99M
|
-$130K
|
-2,527
|
-2%
|
|
|
96
|
LAM Group
Lake Oswego,
Oregon
|
$5.85M
|
+$5.89M
|
+114,441
|
New
|
|
|
97
|
Veritable
Wilmington,
Delaware
|
$5.83M
|
+$697K
|
+13,546
|
+13%
|
|
|
98
|
Spire Wealth Management
Mclean,
Virginia
|
$5.76M
|
+$616K
|
+11,968
|
+12%
|
|
|
99
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$5.6M
|
-$138K
|
-2,690
|
-2%
|
|
|
100
|
Forum Private Client Group
Fishers,
Indiana
|
$5.56M
|
+$343K
|
+6,661
|
+7%
|
|
