|
51
|
|
$3.92M
|
–
|
–
|
–
|
|
|
52
|
Avior Wealth Management
Omaha,
Nebraska
|
$3.68M
|
+$364K
|
+18,906
|
+10%
|
|
|
53
|
Empirical Wealth Management
Seattle,
Washington
|
$3.45M
|
-$96.1K
|
-4,996
|
-3%
|
|
|
54
|
Upper Left Wealth Management
Tampa,
Florida
|
$3.39M
|
+$274K
|
+14,249
|
+8%
|
|
|
55
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.26M
|
+$553K
|
+28,762
|
+19%
|
|
|
56
|
Appleton Partners
Boston,
Massachusetts
|
$3.22M
|
+$34.3K
|
+1,781
|
+1%
|
|
|
57
|
Congress Wealth Management
Boston,
Massachusetts
|
$3.04M
|
+$503K
|
+26,124
|
+18%
|
|
|
58
|
|
$2.9M
|
-$295K
|
-15,322
|
-9%
|
|
|
59
|
Rockbridge Investment Management
Syracuse,
New York
|
$2.82M
|
-$125K
|
-6,489
|
-4%
|
|
|
60
|
Vista Capital Partners
Portland,
Oregon
|
$2.81M
|
+$276K
|
+14,344
|
+10%
|
|
|
61
|
HighTower Advisors
Chicago,
Illinois
|
$2.65M
|
+$190K
|
+9,881
|
+7%
|
|
|
62
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.65M
|
+$2.87M
|
+149,054
|
New
|
|
|
63
|
Cypress Point Wealth Management
Dallas,
Texas
|
$2.62M
|
-$485K
|
-25,199
|
-15%
|
|
|
64
|
Financial Counselors Inc
Overland Park,
Kansas
|
$2.57M
|
–
|
–
|
–
|
|
|
65
|
Schoolcraft Capital
Boulder,
Colorado
|
$2.54M
|
-$1.37K
|
-71
|
-0%
|
|
|
66
|
JMG Financial Group
Downers Grove,
Illinois
|
$2.42M
|
-$1.72M
|
-89,147
|
-40%
|
|
|
67
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$2.3M
|
+$58.1K
|
+3,022
|
+2%
|
|
|
68
|
SWS Partners
Columbus,
Ohio
|
$2.27M
|
+$162K
|
+8,424
|
+7%
|
|
|
69
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$2.22M
|
+$134K
|
+6,977
|
+6%
|
|
|
70
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$2.18M
|
+$115K
|
+5,969
|
+5%
|
|
|
71
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$2.14M
|
+$40.5K
|
+2,104
|
+2%
|
|
|
72
|
Smith, Moore & Co
Clayton,
Missouri
|
$2.12M
|
+$13.3K
|
+693
|
+0.6%
|
|
|
73
|
Phocas Financial Corp
Alameda,
California
|
$2.1M
|
-$5.29K
|
-275
|
-0.2%
|
|
|
74
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$2.1M
|
-$333K
|
-17,281
|
-13%
|
|
|
75
|
Strata Wealth Advisors
Dallas,
Texas
|
$2.04M
|
+$2.21M
|
+114,751
|
New
|
|
