|
101
|
Caprock Group
Boise,
Idaho
|
$1.68M
|
+$1.67M
|
+81,345
|
New
|
|
|
102
|
Tiedemann Wealth Management Holdings
New York
|
$1.61M
|
-$4.7M
|
-228,485
|
-75%
|
|
|
103
|
Alexandria Capital
Arlington,
Virginia
|
$1.59M
|
-$59.1K
|
-2,875
|
-4%
|
|
|
104
|
Institute for Wealth Management
Denver,
Colorado
|
$1.55M
|
+$1.54M
|
+75,005
|
New
|
|
|
105
|
Rothschild Investment LLC
Chicago,
Illinois
|
$1.54M
|
-$13.4K
|
-650
|
-0.9%
|
|
|
106
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$1.54M
|
-$53.1K
|
-2,585
|
-3%
|
|
|
107
|
Regions Financial Corp
Birmingham,
Alabama
|
$1.53M
|
+$435K
|
+21,160
|
+40%
|
|
|
108
|
Wolverine Trading
Chicago,
Illinois
|
$1.53M
|
+$861K
|
+41,880
|
+130%
|
|
|
109
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.44M
|
+$164K
|
+7,955
|
+13%
|
|
|
110
|
M Holdings Securities
Portland,
Oregon
|
$1.43M
|
-$131K
|
-6,350
|
-8%
|
|
|
111
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$1.36M
|
+$1.35M
|
+65,710
|
New
|
|
|
112
|
Montag & Associates
Atlanta,
Georgia
|
$1.23M
|
–
|
–
|
–
|
|
|
113
|
Bridgeworth
Birmingham,
Alabama
|
$1.2M
|
+$1.17M
|
+57,100
|
New
|
|
|
114
|
West Coast Financial
Santa Barbara,
California
|
$1.08M
|
–
|
–
|
–
|
|
|
115
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$1.08M
|
+$166K
|
+8,090
|
+18%
|
|
|
116
|
Welch Group
Birmingham,
Alabama
|
$1.02M
|
+$6.07K
|
+295
|
+0.5%
|
|
|
117
|
Citadel Advisors
Miami,
Florida
|
$912K
|
-$2.93M
|
-142,420
|
-76%
|
|
|
118
|
Brighton Jones LLC
Seattle,
Washington
|
$885K
|
+$880K
|
+42,815
|
New
|
|
|
119
|
Colorado Capital Management
Boulder,
Colorado
|
$873K
|
–
|
–
|
–
|
|
|
120
|
Brown Advisory
Baltimore,
Maryland
|
$774K
|
–
|
–
|
–
|
|
|
121
|
Blue Fin Capital
Warren,
Rhode Island
|
$725K
|
+$195K
|
+9,475
|
+37%
|
|
|
122
|
Bernicke Wealth Management
Altoona,
Wisconsin
|
$723K
|
-$60.5K
|
-2,945
|
-8%
|
|
|
123
|
Truepoint Inc
Cincinnati,
Ohio
|
$722K
|
-$88K
|
-4,280
|
-11%
|
|
|
124
|
Gerald L. Ray & Associates
Dallas,
Texas
|
$716K
|
+$4.63K
|
+225
|
+0.7%
|
|
|
125
|
Creative Planning
Overland Park,
Kansas
|
$710K
|
-$12.7K
|
-620
|
-2%
|
|
