|
101
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$1.5M
|
-$3.62M
|
-73,605
|
-71%
|
|
|
102
|
NorthLanding Financial Partners
Rochester,
New York
|
$1.46M
|
+$1.46M
|
+29,761
|
New
|
|
|
103
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$1.45M
|
-$43.3K
|
-880
|
-3%
|
|
|
104
|
Bartlett & Co
Cincinnati,
Ohio
|
$1.45M
|
-$43.3K
|
-880
|
-3%
|
|
|
105
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$1.36M
|
+$10.5K
|
+214
|
+0.8%
|
|
|
106
|
UMB Bank
Kansas City,
Missouri
|
$1.35M
|
-$492K
|
-10,000
|
-27%
|
|
|
107
|
Joseph Group Capital Management
Columbus,
Ohio
|
$1.33M
|
+$132K
|
+2,687
|
+11%
|
|
|
108
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$1.27M
|
-$19.4K
|
-395
|
-1%
|
|
|
109
|
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
|
$1.21M
|
+$49.2K
|
+1,000
|
+4%
|
|
|
110
|
CVA Family Office
Denver,
Colorado
|
$1.17M
|
–
|
–
|
–
|
|
|
111
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$1.15M
|
+$1.16M
|
+23,571
|
New
|
|
|
112
|
Allworth Financial
Folsom,
California
|
$1.14M
|
+$984K
|
+20,014
|
+596%
|
|
|
113
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.13M
|
–
|
–
|
–
|
|
|
114
|
Summit Global Investments
Bountiful,
Utah
|
$1.12M
|
+$172K
|
+3,495
|
+18%
|
|
|
115
|
Peak Asset Management
Louisville,
Colorado
|
$1.1M
|
+$1.11M
|
+22,526
|
New
|
|
|
116
|
SJS Investment Consulting
Sylvania,
Ohio
|
$1.04M
|
+$1.05M
|
+21,340
|
New
|
|
|
117
|
Ballew Advisors
Jackson,
Mississippi
|
$1.03M
|
+$287K
|
+5,830
|
+38%
|
|
|
118
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$1.01M
|
+$277K
|
+5,625
|
+37%
|
|
|
119
|
Summit Asset Management
Memphis,
Tennessee
|
$984K
|
-$59K
|
-1,200
|
-6%
|
|
|
120
|
Capital Advantage
Walnut Creek,
California
|
$972K
|
–
|
–
|
–
|
|
|
121
|
Cardiff Park Advisors
Carlsbad,
California
|
$966K
|
+$342K
|
+6,948
|
+54%
|
|
|
122
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$946K
|
-$147K
|
-2,995
|
-13%
|
|
|
123
|
Willow Creek Wealth Management
Sebastopol,
California
|
$941K
|
+$43.9K
|
+892
|
+5%
|
|
|
124
|
Renaissance Technologies
New York
|
$940K
|
-$290K
|
-5,900
|
-24%
|
|
|
125
|
Aspiriant LLC
Los Angeles,
California
|
$935K
|
+$571K
|
+11,608
|
+155%
|
|
