|
176
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$4.68M
|
+$103K
|
+1,123
|
+2%
|
|
|
177
|
Alternative Investment Advisors
Maitland,
Florida
|
$4.63M
|
-$22.1K
|
-242
|
-0.5%
|
|
|
178
|
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
$4.59M
|
–
|
–
|
–
|
|
|
179
|
Heritage Family Offices
Scottsdale,
Arizona
|
$4.59M
|
+$112K
|
+1,225
|
+2%
|
|
|
180
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$4.49M
|
+$3.83M
|
+41,984
|
+509%
|
|
|
181
|
AE Wealth Management
Topeka,
Kansas
|
$4.48M
|
+$200K
|
+2,188
|
+5%
|
|
|
182
|
Mercer Global Advisors
Denver,
Colorado
|
$4.41M
|
-$531K
|
-5,816
|
-11%
|
|
|
183
|
Russell Investments Group
London,
United Kingdom
|
$4.36M
|
-$503K
|
-5,511
|
-10%
|
|
|
184
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$4.3M
|
+$125K
|
+1,365
|
+3%
|
|
|
185
|
EP Wealth Advisors
Torrance,
California
|
$4.25M
|
+$2.43M
|
+26,665
|
+126%
|
|
|
186
|
Financial Advocates Investment Management
Olympia,
Washington
|
$4.23M
|
-$2.87M
|
-31,391
|
-40%
|
|
|
187
|
US Bancorp
Minneapolis,
Minnesota
|
$4.2M
|
-$247K
|
-2,708
|
-5%
|
|
|
188
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$4.15M
|
-$4.17M
|
-45,720
|
-50%
|
|
|
189
|
Sierra Ocean
Ripon,
California
|
$4.12M
|
+$4.22M
|
+46,237
|
New
|
|
|
190
|
Steward Partners Investment Advisory
New York
|
$4M
|
+$838K
|
+9,186
|
+26%
|
|
|
191
|
JB Capital
Wethersfield,
Connecticut
|
$3.95M
|
+$212K
|
+2,327
|
+6%
|
|
|
192
|
Islay Capital Management
Lubbock,
Texas
|
$3.94M
|
+$161K
|
+1,763
|
+4%
|
|
|
193
|
Trivium Point Advisory
Westport,
Connecticut
|
$3.92M
|
-$202K
|
-2,210
|
-5%
|
|
|
194
|
Focus Partners Wealth
Boston,
Massachusetts
|
$3.91M
|
+$939K
|
+10,287
|
+31%
|
|
|
195
|
Congress Wealth Management
Boston,
Massachusetts
|
$3.91M
|
+$71.7K
|
+786
|
+2%
|
|
|
196
|
Parallel Advisors
San Francisco,
California
|
$3.87M
|
+$210K
|
+2,296
|
+6%
|
|
|
197
|
NVWM LLC
Yardley,
Pennsylvania
|
$3.84M
|
+$33K
|
+361
|
+0.8%
|
|
|
198
|
Wharton Business Group
Malvern,
Pennsylvania
|
$3.75M
|
–
|
–
|
–
|
|
|
199
|
Rockefeller Capital Management
New York
|
$3.69M
|
+$201K
|
+2,201
|
+6%
|
|
|
200
|
SteelPeak Wealth
Woodland Hills,
California
|
$3.69M
|
+$314K
|
+3,442
|
+9%
|
|
