|
126
|
WealthSource Partners
San Luis Obispo,
California
|
$1.37M
|
+$734K
|
+9,741
|
+117%
|
|
|
127
|
Alesco Advisors
Pittsford,
New York
|
$1.37M
|
-$53.8K
|
-715
|
-4%
|
|
|
128
|
Gould Asset Management
Claremont,
California
|
$1.34M
|
+$10.9K
|
+145
|
+0.8%
|
|
|
129
|
Retirement Capital Strategies
San Jose,
California
|
$1.3M
|
+$1.29M
|
+17,093
|
New
|
|
|
130
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.25M
|
+$1.24M
|
+16,469
|
New
|
|
|
131
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1.25M
|
+$346K
|
+4,595
|
+39%
|
|
|
132
|
Whittier Trust
South Pasadena,
California
|
$1.24M
|
+$70.9K
|
+941
|
+6%
|
|
|
133
|
Vision Capital Management
Portland,
Oregon
|
$1.17M
|
+$55.9K
|
+742
|
+5%
|
|
|
134
|
CPWM LLC
Seattle,
Washington
|
$1.16M
|
–
|
–
|
–
|
|
|
135
|
Grimes & Company
Westborough,
Massachusetts
|
$1.11M
|
+$106K
|
+1,412
|
+11%
|
|
|
136
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$1.1M
|
-$25.7K
|
-341
|
-2%
|
|
|
137
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$1.1M
|
-$59.3K
|
-788
|
-5%
|
|
|
138
|
Silicon Hills Wealth Management
Austin,
Texas
|
$1.09M
|
-$150K
|
-1,986
|
-12%
|
|
|
139
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1.07M
|
-$173K
|
-2,293
|
-14%
|
|
|
140
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$1.07M
|
+$815K
|
+10,819
|
+331%
|
|
|
141
|
Cambridge Trust
Cambridge,
Massachusetts
|
$1.06M
|
+$1.05M
|
+13,976
|
New
|
|
|
142
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.03M
|
+$129K
|
+1,717
|
+14%
|
|
|
143
|
Chesley Taft & Associates
Chicago,
Illinois
|
$1.02M
|
–
|
–
|
–
|
|
|
144
|
New England Guild Wealth Advisors
Avon,
Connecticut
|
$1.02M
|
+$154K
|
+2,047
|
+18%
|
|
|
145
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.01M
|
+$151K
|
+2,000
|
+18%
|
|
|
146
|
One Wealth Advisors
San Francisco,
California
|
$987K
|
+$757K
|
+10,054
|
+341%
|
|
|
147
|
Equitable Holdings
New York
|
$981K
|
+$508K
|
+6,745
|
+109%
|
|
|
148
|
Advisory Services Network
Atlanta,
Georgia
|
$960K
|
-$464K
|
-6,155
|
-33%
|
|
|
149
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$934K
|
+$65.5K
|
+870
|
+8%
|
|
|
150
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$931K
|
+$145K
|
+1,926
|
+19%
|
|
