|
101
|
Mutual Advisors
Omaha,
Nebraska
|
$4.75M
|
+$233K
|
+1,804
|
+5%
|
|
|
102
|
Creative Financial Designs
Kokomo,
Indiana
|
$4.65M
|
+$1.51M
|
+11,703
|
+46%
|
|
|
103
|
Howe & Rusling
Rochester,
New York
|
$4.53M
|
+$68.5K
|
+531
|
+1%
|
|
|
104
|
Westwood Holdings Group
Dallas,
Texas
|
$4.48M
|
–
|
–
|
–
|
|
|
105
|
Principle Wealth Partners
Madison,
Connecticut
|
$4.46M
|
+$695K
|
+5,382
|
+18%
|
|
|
106
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$4.37M
|
+$3.79M
|
+29,385
|
+537%
|
|
|
107
|
Veridan Wealth
West Linn,
Oregon
|
$4.31M
|
+$4.27M
|
+33,063
|
New
|
|
|
108
|
Avant Capital
Lafayette,
Louisiana
|
$4.27M
|
+$4.42M
|
+34,216
|
New
|
|
|
109
|
Trademark Financial Management
Bloomington,
Minnesota
|
$4.25M
|
-$738K
|
-5,721
|
-14%
|
|
|
110
|
Centaurus Financial
Anaheim,
California
|
$4.21M
|
+$346K
|
+2,682
|
+9%
|
|
|
111
|
Breakwater Investment Management
Seattle,
Washington
|
$4.14M
|
-$124K
|
-963
|
-3%
|
|
|
112
|
Compass Planning Associates
Greenfield,
Massachusetts
|
$3.98M
|
+$4.11M
|
+31,872
|
New
|
|
|
113
|
Checchi Capital Advisers
Beverly Hills,
California
|
$3.85M
|
+$332K
|
+2,572
|
+9%
|
|
|
114
|
Gray Wealth Management
Bangor,
Maine
|
$3.72M
|
-$65.3K
|
-506
|
-2%
|
|
|
115
|
Zhang Financial
Portage,
Michigan
|
$3.69M
|
-$21.9K
|
-170
|
-0.6%
|
|
|
116
|
MAI Capital Management
Independence,
Ohio
|
$3.56M
|
-$94.1K
|
-729
|
-2%
|
|
|
117
|
CVA Family Office
Denver,
Colorado
|
$3.54M
|
-$77.4K
|
-600
|
-2%
|
|
|
118
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$3.52M
|
+$124K
|
+959
|
+4%
|
|
|
119
|
Equitable Holdings
New York
|
$3.51M
|
+$48K
|
+372
|
+1%
|
|
|
120
|
Encompass Wealth Advisors
Portland,
Oregon
|
$3.49M
|
+$2.97K
|
+23
|
+0.1%
|
|
|
121
|
Silicon Valley Capital Partners
San Jose,
California
|
$3.44M
|
-$1.45M
|
-11,223
|
-29%
|
|
|
122
|
Mather Group
Chicago,
Illinois
|
$3.43M
|
+$8.78K
|
+68
|
+0.2%
|
|
|
123
|
Alpha Cubed Investments
Irvine,
California
|
$3.4M
|
+$30.5K
|
+236
|
+0.9%
|
|
|
124
|
Boyd Wealth Management
Sacramento,
California
|
$3.3M
|
+$7.62K
|
+59
|
+0.2%
|
|
|
125
|
Colorado Capital Management
Boulder,
Colorado
|
$3.19M
|
+$1.48M
|
+11,502
|
+82%
|
|
