|
351
|
Orin Green Financial
San Diego,
California
|
$8.11M
|
-$60.3K
|
-830
|
-0.7%
|
|
|
352
|
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
$8.09M
|
-$46.7M
|
-643,401
|
-85%
|
|
|
353
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$8.09M
|
-$351K
|
-4,828
|
-4%
|
|
|
354
|
HB Wealth Management
Atlanta,
Georgia
|
$8.08M
|
-$163K
|
-2,242
|
-2%
|
|
|
355
|
West Coast Financial
Santa Barbara,
California
|
$8.01M
|
+$2.65M
|
+36,474
|
+49%
|
|
|
356
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$8M
|
-$68.3K
|
-940
|
-0.8%
|
|
|
357
|
Schroder Investment Management Group
London,
United Kingdom
|
$7.96M
|
+$1.16M
|
+16,025
|
+17%
|
|
|
358
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$7.92M
|
+$7.93M
|
+109,236
|
New
|
|
|
359
|
Tolleson Wealth Management
Dallas,
Texas
|
$7.91M
|
-$157K
|
-2,168
|
-2%
|
|
|
360
|
Blankinship & Foster
Solana Beach,
California
|
$7.91M
|
-$345K
|
-4,746
|
-4%
|
|
|
361
|
Coldstream Capital Management
Bellevue,
Washington
|
$7.82M
|
+$167K
|
+2,294
|
+2%
|
|
|
362
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$7.71M
|
+$250K
|
+3,449
|
+3%
|
|
|
363
|
Pitti Group Wealth Management
Victor,
New York
|
$7.67M
|
-$67.9K
|
-935
|
-0.9%
|
|
|
364
|
Lavaca Capital
Houston,
Texas
|
$7.67M
|
–
|
–
|
–
|
|
|
365
|
BOK Financial Private Wealth
Denver,
Colorado
|
$7.64M
|
-$9.44K
|
-130
|
-0.1%
|
|
|
366
|
Clearstead Advisors
Cleveland,
Ohio
|
$7.6M
|
-$5.08K
|
-70
|
-0.1%
|
|
|
367
|
EQ LLC
Bellevue,
Washington
|
$7.59M
|
-$5.4M
|
-74,301
|
-42%
|
|
|
368
|
|
$7.59M
|
–
|
–
|
–
|
|
|
369
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$7.58M
|
+$279K
|
+3,837
|
+4%
|
|
|
370
|
Grimes & Company
Westborough,
Massachusetts
|
$7.55M
|
-$426K
|
-5,868
|
-5%
|
|
|
371
|
NEPC LLC
Boston,
Massachusetts
|
$7.46M
|
–
|
–
|
–
|
|
|
372
|
Credit Agricole
Montrouge Cedex,
France
|
$7.4M
|
+$389K
|
+5,353
|
+6%
|
|
|
373
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$7.37M
|
-$351K
|
-4,829
|
-5%
|
|
|
374
|
Citizens Business Bank
Ontario,
California
|
$7.35M
|
-$208K
|
-2,871
|
-3%
|
|
|
375
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$7.33M
|
-$87.6K
|
-1,207
|
-1%
|
|
