|
101
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$2.38M
|
+$1.17M
|
+9,688
|
+88%
|
|
|
102
|
Allworth Financial
Folsom,
California
|
$2.35M
|
-$121
|
-1
|
-0%
|
|
|
103
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$2.28M
|
+$1.38M
|
+11,412
|
+135%
|
|
|
104
|
Cresset Asset Management
Chicago,
Illinois
|
$2.26M
|
–
|
–
|
–
|
|
|
105
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$2.2M
|
-$44.4K
|
-366
|
-2%
|
|
|
106
|
Commerce Bank
Kansas City,
Missouri
|
$2.1M
|
-$2.42K
|
-20
|
-0.1%
|
|
|
107
|
First Pacific Financial
Vancouver,
Washington
|
$2.06M
|
-$192K
|
-1,581
|
-8%
|
|
|
108
|
Aprio Wealth Management
Atlanta,
Georgia
|
$2.05M
|
+$2.06K
|
+17
|
+0.1%
|
|
|
109
|
NorthRock Partners
Minneapolis,
Minnesota
|
$2.03M
|
+$22.8K
|
+188
|
+1%
|
|
|
110
|
Colorado Capital Management
Boulder,
Colorado
|
$2.01M
|
-$142K
|
-1,172
|
-7%
|
|
|
111
|
One Wealth Advisors
San Francisco,
California
|
$2M
|
+$727
|
+6
|
+0%
|
|
|
112
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$1.97M
|
+$82.8K
|
+683
|
+4%
|
|
|
113
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$1.93M
|
+$1.14M
|
+9,400
|
+128%
|
|
|
114
|
One Capital Management
Westlake Village,
California
|
$1.89M
|
–
|
–
|
–
|
|
|
115
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
$1.86M
|
-$39.4K
|
-325
|
-2%
|
|
|
116
|
Corient Private Wealth
Miami,
Florida
|
$1.82M
|
-$592K
|
-4,880
|
-24%
|
|
|
117
|
Citadel Advisors
Miami,
Florida
|
$1.81M
|
+$1.59M
|
+13,135
|
+498%
|
|
|
118
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.74M
|
+$293K
|
+2,413
|
+19%
|
|
|
119
|
Rockefeller Capital Management
New York
|
$1.73M
|
-$39.6K
|
-327
|
-2%
|
|
|
120
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.7M
|
+$30.2K
|
+249
|
+2%
|
|
|
121
|
Litman Gregory Wealth Management
Larkspur,
California
|
$1.69M
|
-$38.1K
|
-314
|
-2%
|
|
|
122
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$1.65M
|
-$69.7K
|
-575
|
-4%
|
|
|
123
|
Financial Services Advisory
Rockville,
Maryland
|
$1.65M
|
-$1.01M
|
-8,338
|
-37%
|
|
|
124
|
Evergreen Capital Management
Bellevue,
Washington
|
$1.64M
|
-$12.5K
|
-103
|
-0.7%
|
|
|
125
|
Avantax Advisory Services
Dallas,
Texas
|
$1.59M
|
-$10.5K
|
-87
|
-0.6%
|
|
