|
401
|
World Investment Advisors
Santa Barbara,
California
|
$1.53M
|
+$139K
|
+1,072
|
+10%
|
|
|
402
|
Choreo LLC
Rockford,
Illinois
|
$1.53M
|
-$113K
|
-871
|
-7%
|
|
|
403
|
Mission Creek Capital Partners
San Francisco,
California
|
$1.52M
|
+$4.27K
|
+33
|
+0.3%
|
|
|
404
|
BOK Financial Private Wealth
Denver,
Colorado
|
$1.52M
|
-$75.2K
|
-582
|
-5%
|
|
|
405
|
Savant Capital
Rockford,
Illinois
|
$1.52M
|
+$133K
|
+1,030
|
+10%
|
|
|
406
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1.51M
|
-$85.1K
|
-658
|
-6%
|
|
|
407
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.51M
|
+$523K
|
+4,043
|
+57%
|
|
|
408
|
Unionview LLC
Seattle,
Washington
|
$1.51M
|
+$9.83K
|
+76
|
+0.7%
|
|
|
409
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$1.5M
|
-$47.4K
|
-367
|
-3%
|
|
|
410
|
Keel Point
Huntsville,
Alabama
|
$1.5M
|
+$9.31K
|
+72
|
+0.7%
|
|
|
411
|
Fox Hill Wealth Management
Dedham,
Massachusetts
|
$1.49M
|
-$259
|
-2
|
-0%
|
|
|
412
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$1.49M
|
+$1.43M
|
+11,048
|
New
|
|
|
413
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.49M
|
+$186K
|
+1,439
|
+15%
|
|
|
414
|
Caldwell Trust
Venice,
Florida
|
$1.48M
|
-$15.5K
|
-120
|
-1%
|
|
|
415
|
XML Financial
Bethesda,
Maryland
|
$1.48M
|
+$51.2K
|
+396
|
+4%
|
|
|
416
|
Tompkins Financial
Ithaca,
New York
|
$1.47M
|
–
|
–
|
–
|
|
|
417
|
Whittier Trust
South Pasadena,
California
|
$1.47M
|
-$18.4K
|
-142
|
-1%
|
|
|
418
|
Edge Wealth Management
New York
|
$1.47M
|
+$27.1K
|
+210
|
+2%
|
|
|
419
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$1.47M
|
-$27.1K
|
-210
|
-2%
|
|
|
420
|
AQR Capital Management
Greenwich,
Connecticut
|
$1.46M
|
+$829K
|
+6,412
|
+147%
|
|
|
421
|
Welch & Forbes
Boston,
Massachusetts
|
$1.45M
|
+$905
|
+7
|
+0.1%
|
|
|
422
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$1.45M
|
+$15.6K
|
+121
|
+1%
|
|
|
423
|
Fortis Group Advisors
Westwood,
New Jersey
|
$1.45M
|
+$674K
|
+5,215
|
+95%
|
|
|
424
|
Good Life Advisors
Reading,
Pennsylvania
|
$1.45M
|
+$687K
|
+5,312
|
+98%
|
|
|
425
|
Brighton Jones LLC
Seattle,
Washington
|
$1.44M
|
-$95.9K
|
-742
|
-6%
|
|
