|
101
|
Transform Wealth
Greenwood Village,
Colorado
|
$246K
|
–
|
–
|
–
|
|
|
102
|
Envestnet Asset Management
Chicago,
Illinois
|
$245K
|
+$50.7K
|
+4,052
|
+26%
|
|
|
103
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$239K
|
–
|
–
|
–
|
|
|
104
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$237K
|
+$44.5K
|
+3,557
|
+23%
|
|
|
105
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$224K
|
+$6.08K
|
+486
|
+3%
|
|
|
106
|
Arden Trust
Wilmington,
Delaware
|
$215K
|
–
|
–
|
–
|
|
|
107
|
Davenport & Co
Richmond,
Virginia
|
$208K
|
-$22.3K
|
-1,781
|
-10%
|
|
|
108
|
Archford Capital Strategies
Swansea,
Illinois
|
$208K
|
–
|
–
|
–
|
|
|
109
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$201K
|
–
|
–
|
–
|
|
|
110
|
IPG Investment Advisors
San Diego,
California
|
$200K
|
–
|
–
|
–
|
|
|
111
|
KeyBank National Association
Cleveland,
Ohio
|
$199K
|
-$4.84K
|
-387
|
-2%
|
|
|
112
|
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
|
$194K
|
–
|
–
|
–
|
|
|
113
|
Diligent Investors
Redlands,
California
|
$191K
|
+$13.1K
|
+1,046
|
+7%
|
|
|
114
|
Geneos Wealth Management
Englewood,
Colorado
|
$190K
|
-$10.2K
|
-817
|
-5%
|
|
|
115
|
Family Management
New York
|
$189K
|
+$189K
|
+15,074
|
New
|
|
|
116
|
Bridgecreek Investment Management
Tulsa,
Oklahoma
|
$188K
|
–
|
–
|
–
|
|
|
117
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$182K
|
+$182K
|
+14,523
|
New
|
|
|
118
|
Delta Asset Management
Memphis,
Tennessee
|
$178K
|
–
|
–
|
–
|
|
|
119
|
Thomasville National Bank
Thomasville,
Georgia
|
$172K
|
–
|
–
|
–
|
|
|
120
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$169K
|
–
|
–
|
–
|
|
|
121
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$163K
|
–
|
–
|
–
|
|
|
122
|
Evergreen Capital Management
Bellevue,
Washington
|
$160K
|
–
|
–
|
–
|
|
|
123
|
Northeast Financial Consultants
Westport,
Connecticut
|
$159K
|
-$4.89K
|
-391
|
-3%
|
|
|
124
|
Cypress Wealth Services
Palm Desert,
California
|
$159K
|
–
|
–
|
–
|
|
|
125
|
|
$151K
|
+$150K
|
+12,019
|
New
|
|
