|
101
|
Simon Quick Advisors
Morristown,
New Jersey
|
$540K
|
-$39.8K
|
-940
|
-7%
|
|
|
102
|
Laurel Wealth Planning
Edina,
Minnesota
|
$504K
|
+$485K
|
+11,464
|
New
|
|
|
103
|
RPG Investment Advisory
Pleasanton,
California
|
$493K
|
-$3.81K
|
-90
|
-0.8%
|
|
|
104
|
Davenport & Co
Richmond,
Virginia
|
$482K
|
–
|
–
|
–
|
|
|
105
|
United Capital Financial Advisors
Irving,
Texas
|
$471K
|
-$13.3K
|
-315
|
-3%
|
|
|
106
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$461K
|
-$16.9K
|
-400
|
-4%
|
|
|
107
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$460K
|
-$5.29K
|
-125
|
-1%
|
|
|
108
|
Bank OZK
Little Rock,
Arkansas
|
$449K
|
+$432K
|
+10,210
|
New
|
|
|
109
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$448K
|
-$62.3K
|
-1,471
|
-13%
|
|
|
110
|
Vontobel Holding
Zurich,
Switzerland
|
$400K
|
–
|
–
|
–
|
|
|
111
|
Corient Private Wealth
Miami,
Florida
|
$399K
|
+$384K
|
+9,059
|
New
|
|
|
112
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$396K
|
–
|
–
|
–
|
|
|
113
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$389K
|
-$263K
|
-6,222
|
-41%
|
|
|
114
|
Colorado Capital Management
Boulder,
Colorado
|
$369K
|
-$14.8K
|
-349
|
-4%
|
|
|
115
|
Meridian Financial Partners
Warrenton,
Virginia
|
$364K
|
+$27.1K
|
+641
|
+9%
|
|
|
116
|
RFG Advisory
Birmingham,
Alabama
|
$361K
|
-$44.2K
|
-1,044
|
-12%
|
|
|
117
|
KLR Investment Advisors
Providence,
Rhode Island
|
$355K
|
+$342K
|
+8,070
|
New
|
|
|
118
|
Huntington National Bank
Columbus,
Ohio
|
$348K
|
–
|
–
|
–
|
|
|
119
|
True Wealth Design
Akron,
Ohio
|
$334K
|
+$321K
|
+7,585
|
New
|
|
|
120
|
Leavell Investment Management
Mobile,
Alabama
|
$326K
|
-$174K
|
-4,115
|
-36%
|
|
|
121
|
WhitTier Trust Company
Reno,
Nevada
|
$313K
|
–
|
–
|
–
|
|
|
122
|
Redmont Wealth Advisors
Chicago,
Illinois
|
$296K
|
–
|
–
|
–
|
|
|
123
|
Albion Financial Group
Salt Lake City,
Utah
|
$290K
|
–
|
–
|
–
|
|
|
124
|
Beacon Pointe Advisors
Newport Beach,
California
|
$287K
|
+$276K
|
+6,517
|
New
|
|
|
125
|
Alaska Permanent Fund
Juneau,
Alaska
|
$285K
|
–
|
–
|
–
|
|
