|
76
|
Cordant Inc
Portland,
Oregon
|
$844K
|
–
|
–
|
–
|
|
|
77
|
Oakwell Private Wealth Management
Austin,
Texas
|
$835K
|
+$784K
|
+13,552
|
New
|
|
|
78
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$819K
|
-$115K
|
-1,985
|
-13%
|
|
|
79
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$817K
|
-$26.4K
|
-456
|
-3%
|
|
|
80
|
Vivaldi Capital Management
Chicago,
Illinois
|
$814K
|
–
|
–
|
–
|
|
|
81
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$776K
|
-$258K
|
-4,467
|
-26%
|
|
|
82
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$738K
|
+$140K
|
+2,420
|
+25%
|
|
|
83
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$701K
|
+$639K
|
+11,045
|
New
|
|
|
84
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$692K
|
+$650K
|
+11,233
|
New
|
|
|
85
|
Steward Partners Investment Advisory
New York
|
$664K
|
-$352K
|
-6,092
|
-36%
|
|
|
86
|
Cetera Advisor Networks
El Segundo,
California
|
$663K
|
+$10.6K
|
+183
|
+2%
|
|
|
87
|
Opes Wealth Management
Menlo Park,
California
|
$559K
|
-$2.26K
|
-39
|
-0.4%
|
|
|
88
|
Alesco Advisors
Pittsford,
New York
|
$545K
|
–
|
–
|
–
|
|
|
89
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$511K
|
+$257K
|
+4,447
|
+115%
|
|
|
90
|
Geier Asset Management
Marriottsville,
Maryland
|
$509K
|
+$468K
|
+8,091
|
New
|
|
|
91
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$470K
|
-$4.17K
|
-72
|
-1%
|
|
|
92
|
WealthSource Partners
San Luis Obispo,
California
|
$465K
|
+$405
|
+7
|
+0.1%
|
|
|
93
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$422K
|
+$4.34K
|
+75
|
+1%
|
|
|
94
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$409K
|
-$108K
|
-1,872
|
-22%
|
|
|
95
|
US Bancorp
Minneapolis,
Minnesota
|
$400K
|
–
|
–
|
–
|
|
|
96
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$395K
|
-$12.7K
|
-219
|
-3%
|
|
|
97
|
Legacy Financial Advisors
Covington,
Kentucky
|
$385K
|
-$11.5K
|
-199
|
-3%
|
|
|
98
|
Choreo LLC
Rockford,
Illinois
|
$370K
|
–
|
–
|
–
|
|
|
99
|
WealthPLAN Partners
Omaha,
Nebraska
|
$341K
|
–
|
–
|
–
|
|
|
100
|
J.W. Cole Advisors
Tampa,
Florida
|
$322K
|
+$302K
|
+5,225
|
New
|
|
