|
76
|
Corient Private Wealth
Miami,
Florida
|
$2.93M
|
+$645K
|
+14,079
|
+30%
|
|
|
77
|
Omega Financial Group
Santa Barbara,
California
|
$2.91M
|
-$317K
|
-6,931
|
-10%
|
|
|
78
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$2.82M
|
+$18.1K
|
+396
|
+0.7%
|
|
|
79
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$2.8M
|
+$117K
|
+2,555
|
+5%
|
|
|
80
|
Cantor Fitzgerald Investment Advisors
New York
|
$2.73M
|
+$2.62M
|
+57,151
|
New
|
|
|
81
|
Old Mission Capital
Chicago,
Illinois
|
$2.7M
|
+$2.59M
|
+56,504
|
New
|
|
|
82
|
Summit Wealth Group
White River Junction,
Vermont
|
$2.68M
|
+$265K
|
+5,777
|
+11%
|
|
|
83
|
Gradient Investments
Arden Hills,
Minnesota
|
$2.63M
|
-$8.65K
|
-189
|
-0.3%
|
|
|
84
|
|
$2.62M
|
+$2.52M
|
+54,952
|
New
|
|
|
85
|
Franklin Resources
San Mateo,
California
|
$2.58M
|
+$2M
|
+43,764
|
+423%
|
|
|
86
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$2.58M
|
-$67.6K
|
-1,476
|
-3%
|
|
|
87
|
Parkside Advisors
Berkeley,
California
|
$2.56M
|
+$182K
|
+3,974
|
+8%
|
|
|
88
|
Cambridge Trust
Cambridge,
Massachusetts
|
$2.55M
|
-$274K
|
-5,991
|
-10%
|
|
|
89
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$2.5M
|
+$126K
|
+2,761
|
+6%
|
|
|
90
|
Equitable Holdings
New York
|
$2.38M
|
+$163K
|
+3,559
|
+8%
|
|
|
91
|
Bear Mountain Capital
Seattle,
Washington
|
$2.38M
|
+$2.31M
|
+50,376
|
New
|
|
|
92
|
Brio Consultants
San Francisco,
California
|
$2.37M
|
+$410K
|
+8,963
|
+22%
|
|
|
93
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$2.37M
|
–
|
–
|
–
|
|
|
94
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$2.35M
|
-$177K
|
-3,868
|
-7%
|
|
|
95
|
Retirement Capital Strategies
San Jose,
California
|
$2.35M
|
+$2.25M
|
+49,165
|
New
|
|
|
96
|
Sand Hill Global Advisors
Palo Alto,
California
|
$2.27M
|
+$1.81M
|
+39,497
|
+490%
|
|
|
97
|
AssetMark Inc
Concord,
California
|
$2.22M
|
+$210K
|
+4,581
|
+11%
|
|
|
98
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$2.21M
|
+$25.7K
|
+561
|
+1%
|
|
|
99
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$2.18M
|
+$92.3K
|
+2,016
|
+5%
|
|
|
100
|
United Capital Financial Advisors
Irving,
Texas
|
$2.18M
|
+$2.09M
|
+45,653
|
New
|
|
