|
101
|
Monterey Private Wealth
Monterey,
California
|
$1.56M
|
-$117K
|
-1,978
|
-7%
|
|
|
102
|
Vista Capital Partners
Portland,
Oregon
|
$1.52M
|
-$56.3K
|
-952
|
-4%
|
|
|
103
|
Bell Investment Advisors
Oakland,
California
|
$1.51M
|
-$32.6K
|
-552
|
-2%
|
|
|
104
|
Summit Wealth Group
White River Junction,
Vermont
|
$1.36M
|
–
|
–
|
–
|
|
|
105
|
Libra Wealth
Los Gatos,
California
|
$1.35M
|
-$46.5K
|
-786
|
-3%
|
|
|
106
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$1.34M
|
+$2.25K
|
+38
|
+0.2%
|
|
|
107
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$1.34M
|
+$189K
|
+3,196
|
+16%
|
|
|
108
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$1.3M
|
-$89K
|
-1,505
|
-6%
|
|
|
109
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$1.29M
|
+$115K
|
+1,949
|
+10%
|
|
|
110
|
Perigon Wealth Management
San Francisco,
California
|
$1.24M
|
–
|
–
|
–
|
|
|
111
|
UMB Bank
Kansas City,
Missouri
|
$1.2M
|
–
|
–
|
–
|
|
|
112
|
Choreo LLC
Rockford,
Illinois
|
$1.18M
|
–
|
–
|
–
|
|
|
113
|
Northland Capital Management
Virginia,
Minnesota
|
$1.17M
|
-$78.7K
|
-1,332
|
-6%
|
|
|
114
|
Hardy Reed
Tupelo,
Mississippi
|
$1.15M
|
+$5.5K
|
+93
|
+0.5%
|
|
|
115
|
LRI Investments
Palm Beach Gardens,
Florida
|
$1.13M
|
+$1.13M
|
+19,192
|
New
|
|
|
116
|
Ballentine Partners
Waltham,
Massachusetts
|
$1.13M
|
–
|
–
|
–
|
|
|
117
|
Skyline Advisors
Bellingham,
Washington
|
$1.1M
|
-$381K
|
-6,439
|
-26%
|
|
|
118
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.1M
|
+$12.1K
|
+204
|
+1%
|
|
|
119
|
Sapient Capital
Indianapolis,
Indiana
|
$1.09M
|
–
|
–
|
–
|
|
|
120
|
Caprock Group
Boise,
Idaho
|
$1.07M
|
+$20K
|
+338
|
+2%
|
|
|
121
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$1.07M
|
+$1.07M
|
+18,123
|
New
|
|
|
122
|
Fidelity Investments
Boston,
Massachusetts
|
$1.07M
|
-$70.5K
|
-1,193
|
-6%
|
|
|
123
|
Financial Council
Towson,
Maryland
|
$1.06M
|
+$36.6K
|
+619
|
+4%
|
|
|
124
|
Family CFO
Los Altos,
California
|
$1.04M
|
+$1.54K
|
+26
|
+0.1%
|
|
|
125
|
Harbour Investments
Madison,
Wisconsin
|
$1.03M
|
+$60K
|
+1,015
|
+6%
|
|
