|
126
|
One Capital Management
Westlake Village,
California
|
$734K
|
–
|
–
|
–
|
|
|
127
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$655K
|
+$3.08K
|
+54
|
+0.5%
|
|
|
128
|
Coldstream Capital Management
Bellevue,
Washington
|
$644K
|
-$69.4K
|
-1,219
|
-10%
|
|
|
129
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$628K
|
–
|
–
|
–
|
|
|
130
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$624K
|
-$28.5K
|
-501
|
-4%
|
|
|
131
|
Fisher Asset Management
Camas,
Washington
|
$588K
|
+$48.1K
|
+845
|
+9%
|
|
|
132
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$579K
|
-$156K
|
-2,744
|
-21%
|
|
|
133
|
|
$557K
|
-$16.4K
|
-287
|
-3%
|
|
|
134
|
Neumann Capital Management
Foster City,
California
|
$548K
|
+$548K
|
+9,620
|
New
|
|
|
135
|
Mattern Capital Management
Lakewood,
Colorado
|
$527K
|
+$61.1K
|
+1,073
|
+13%
|
|
|
136
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$487K
|
+$28.9K
|
+507
|
+6%
|
|
|
137
|
Alpha Cubed Investments
Irvine,
California
|
$483K
|
–
|
–
|
–
|
|
|
138
|
Waypoint Wealth Partners
Mill Valley,
California
|
$466K
|
–
|
–
|
–
|
|
|
139
|
IEQ Capital
Foster City,
California
|
$453K
|
+$454K
|
+7,963
|
New
|
|
|
140
|
Bristlecone Advisors
Bellevue,
Washington
|
$449K
|
+$60.7K
|
+1,066
|
+16%
|
|
|
141
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$441K
|
–
|
–
|
–
|
|
|
142
|
Brighton Jones LLC
Seattle,
Washington
|
$409K
|
+$114
|
+2
|
+0%
|
|
|
143
|
HB Wealth Management
Atlanta,
Georgia
|
$403K
|
–
|
–
|
–
|
|
|
144
|
Perkins Coie Trust Company
Seattle,
Washington
|
$400K
|
–
|
–
|
–
|
|
|
145
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$399K
|
+$25.6K
|
+450
|
+7%
|
|
|
146
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$398K
|
–
|
–
|
–
|
|
|
147
|
Hall Private Wealth Advisors
Waxhaw,
North Carolina
|
$385K
|
–
|
–
|
–
|
|
|
148
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$384K
|
-$130K
|
-2,277
|
-25%
|
|
|
149
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$380K
|
+$380K
|
+6,669
|
New
|
|
|
150
|
Falcon Wealth Planning
Ontario,
California
|
$379K
|
-$40.7K
|
-715
|
-10%
|
|
