|
101
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$5.87M
|
-$17.2K
|
-528
|
-0.3%
|
|
|
102
|
M Financial Asset Management
Portland,
Oregon
|
$5.44M
|
+$2.44M
|
+75,147
|
+69%
|
|
|
103
|
Colorado Capital Management
Boulder,
Colorado
|
$5.43M
|
-$118K
|
-3,642
|
-2%
|
|
|
104
|
Wealthstream Advisors
New York
|
$5.39M
|
–
|
–
|
–
|
|
|
105
|
Veritable
Wilmington,
Delaware
|
$5.32M
|
–
|
–
|
–
|
|
|
106
|
Woodward Financial Advisors
Chapel Hill,
North Carolina
|
$5.27M
|
-$52.1K
|
-1,603
|
-0.9%
|
|
|
107
|
Abacus Wealth Partners
Santa Monica,
California
|
$5.26M
|
-$513K
|
-15,779
|
-8%
|
|
|
108
|
Cresset Asset Management
Chicago,
Illinois
|
$5.23M
|
-$107K
|
-3,302
|
-2%
|
|
|
109
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$5.13M
|
-$13.9K
|
-427
|
-0.2%
|
|
|
110
|
WNY Asset Management
Williamsville,
New York
|
$5.11M
|
+$287K
|
+8,813
|
+5%
|
|
|
111
|
|
$5.11M
|
+$23.9K
|
+735
|
+0.4%
|
|
|
112
|
Total Wealth Planning
Cincinnati,
Ohio
|
$5.04M
|
+$5.54M
|
+170,377
|
New
|
|
|
113
|
Hemington Wealth Management
Falls Church,
Virginia
|
$4.98M
|
+$5.47M
|
+168,326
|
New
|
|
|
114
|
Annandale Capital
Dallas,
Texas
|
$4.96M
|
+$303K
|
+9,322
|
+6%
|
|
|
115
|
Lutz Financial Services
Omaha,
Nebraska
|
$4.8M
|
-$113K
|
-3,466
|
-2%
|
|
|
116
|
BOK Financial Private Wealth
Denver,
Colorado
|
$4.51M
|
-$10.6K
|
-325
|
-0.2%
|
|
|
117
|
Sloy Dahl & Holst
Vancouver,
Washington
|
$4.48M
|
+$76.5K
|
+2,353
|
+2%
|
|
|
118
|
Shearwater Capital
Denver,
Colorado
|
$4.48M
|
+$612K
|
+18,823
|
+14%
|
|
|
119
|
Versant Capital Management
Phoenix,
Arizona
|
$4.4M
|
+$4.84M
|
+148,691
|
New
|
|
|
120
|
UBS Group
Zurich,
Switzerland
|
$4.12M
|
+$115K
|
+3,550
|
+3%
|
|
|
121
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$4.08M
|
+$127K
|
+3,916
|
+3%
|
|
|
122
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$4.02M
|
-$259K
|
-7,956
|
-6%
|
|
|
123
|
Sandy Spring Bank
Olney,
Maryland
|
$3.99M
|
+$47.2K
|
+1,452
|
+1%
|
|
|
124
|
RS Crum Inc
Newport Beach,
California
|
$3.96M
|
+$272K
|
+8,355
|
+7%
|
|
|
125
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$3.91M
|
+$463K
|
+14,248
|
+12%
|
|
