|
76
|
Corient Private Wealth
Miami,
Florida
|
$1.92M
|
+$92K
|
+1,780
|
+5%
|
|
|
77
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$1.85M
|
+$31.6K
|
+612
|
+2%
|
|
|
78
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.85M
|
+$8.68K
|
+168
|
+0.5%
|
|
|
79
|
R.M. Davis Inc
Portland,
Maine
|
$1.82M
|
+$294K
|
+5,695
|
+21%
|
|
|
80
|
BFSG LLC
Irvine,
California
|
$1.81M
|
+$29.9K
|
+578
|
+2%
|
|
|
81
|
Gould Asset Management
Claremont,
California
|
$1.8M
|
+$156K
|
+3,025
|
+10%
|
|
|
82
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$1.72M
|
–
|
–
|
–
|
|
|
83
|
Cresset Asset Management
Chicago,
Illinois
|
$1.64M
|
+$1.09M
|
+21,168
|
+251%
|
|
|
84
|
Addison Advisors
Middlebury,
Vermont
|
$1.62M
|
-$961K
|
-18,602
|
-39%
|
|
|
85
|
Monterey Private Wealth
Monterey,
California
|
$1.6M
|
+$253K
|
+4,899
|
+20%
|
|
|
86
|
|
$1.59M
|
-$83K
|
-1,607
|
-5%
|
|
|
87
|
|
$1.59M
|
+$806K
|
+15,598
|
+119%
|
|
|
88
|
Vista Capital Partners
Portland,
Oregon
|
$1.53M
|
–
|
–
|
–
|
|
|
89
|
Old Mission Capital
Chicago,
Illinois
|
$1.52M
|
-$6.79M
|
-131,461
|
-83%
|
|
|
90
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$1.51M
|
+$1.42M
|
+27,400
|
New
|
|
|
91
|
DeDora Capital
Napa,
California
|
$1.48M
|
+$65.4K
|
+1,265
|
+5%
|
|
|
92
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$1.47M
|
+$1.37M
|
+26,535
|
New
|
|
|
93
|
Carr Financial Group
Worcester,
Massachusetts
|
$1.46M
|
+$51.7K
|
+1,000
|
+4%
|
|
|
94
|
Treynor Bancshares
Treynor,
Iowa
|
$1.4M
|
-$767K
|
-14,835
|
-37%
|
|
|
95
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$1.39M
|
+$417K
|
+8,072
|
+47%
|
|
|
96
|
Bell Investment Advisors
Oakland,
California
|
$1.35M
|
+$62.9K
|
+1,218
|
+5%
|
|
|
97
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.34M
|
-$397K
|
-7,677
|
-24%
|
|
|
98
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$1.33M
|
–
|
–
|
–
|
|
|
99
|
West Financial Advisors
Des Moines,
Iowa
|
$1.31M
|
+$107K
|
+2,080
|
+10%
|
|
|
100
|
Caprock Group
Boise,
Idaho
|
$1.31M
|
-$292K
|
-5,648
|
-19%
|
|
