|
76
|
Columbia Trust
Portland,
Oregon
|
$2.94M
|
–
|
–
|
–
|
|
|
77
|
William Blair & Company
Chicago,
Illinois
|
$2.93M
|
-$27.6K
|
-384
|
-0.9%
|
|
|
78
|
BigSur Wealth Management
Miami,
Florida
|
$2.87M
|
–
|
–
|
–
|
|
|
79
|
Concord Wealth Partners
Abingdon,
Virginia
|
$2.84M
|
+$113K
|
+1,576
|
+4%
|
|
|
80
|
Wealthspire Advisors (New York)
New York
|
$2.84M
|
+$195K
|
+2,718
|
+7%
|
|
|
81
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.8M
|
-$125K
|
-1,740
|
-4%
|
|
|
82
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.76M
|
+$31.2K
|
+434
|
+1%
|
|
|
83
|
Brio Consultants
San Francisco,
California
|
$2.65M
|
+$236K
|
+3,280
|
+10%
|
|
|
84
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.61M
|
+$76.2K
|
+1,060
|
+3%
|
|
|
85
|
HeadInvest LLC
Portland,
Maine
|
$2.58M
|
+$132K
|
+1,841
|
+5%
|
|
|
86
|
Trellis Advisors
Ellensburg,
Washington
|
$2.55M
|
+$147K
|
+2,046
|
+6%
|
|
|
87
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$2.51M
|
+$79.9K
|
+1,111
|
+3%
|
|
|
88
|
Prudential Financial
Newark,
New Jersey
|
$2.51M
|
+$140K
|
+1,952
|
+6%
|
|
|
89
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$2.48M
|
-$110K
|
-1,533
|
-4%
|
|
|
90
|
Strategic Wealth Partners Group
Deerfield,
Illinois
|
$2.46M
|
+$428K
|
+5,956
|
+21%
|
|
|
91
|
Bailard
Foster City,
California
|
$2.44M
|
-$37.4K
|
-520
|
-2%
|
|
|
92
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.42M
|
+$131K
|
+1,823
|
+6%
|
|
|
93
|
Equitable Holdings
New York
|
$2.39M
|
-$22.9K
|
-319
|
-0.9%
|
|
|
94
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$2.38M
|
+$184K
|
+2,565
|
+8%
|
|
|
95
|
Financial Insights
Tacoma,
Washington
|
$2.37M
|
-$791
|
-11
|
-0%
|
|
|
96
|
Franklin Resources
San Mateo,
California
|
$2.36M
|
+$192K
|
+2,677
|
+9%
|
|
|
97
|
PFG Advisors
Phoenix,
Arizona
|
$2.36M
|
-$4.24K
|
-59
|
-0.2%
|
|
|
98
|
Financial Services Advisory
Rockville,
Maryland
|
$2.32M
|
+$2.32M
|
+32,304
|
New
|
|
|
99
|
Arlington Financial Advisors
Santa Barbara,
California
|
$2.31M
|
-$4.6K
|
-64
|
-0.2%
|
|
|
100
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$2.29M
|
+$1.4M
|
+19,548
|
+159%
|
|
