|
101
|
WrapManager Inc
Mill Valley,
California
|
$2.01M
|
-$614K
|
-12,650
|
-23%
|
|
|
102
|
|
$2M
|
+$255K
|
+5,247
|
+15%
|
|
|
103
|
Aspiriant LLC
Los Angeles,
California
|
$1.9M
|
–
|
–
|
–
|
|
|
104
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.88M
|
-$2.09K
|
-43
|
-0.1%
|
|
|
105
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.88M
|
-$95.2K
|
-1,962
|
-5%
|
|
|
106
|
Addison Advisors
Middlebury,
Vermont
|
$1.8M
|
-$5.04K
|
-104
|
-0.3%
|
|
|
107
|
One Capital Management
Westlake Village,
California
|
$1.8M
|
+$384K
|
+7,913
|
+26%
|
|
|
108
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1.78M
|
-$91.3K
|
-1,883
|
-5%
|
|
|
109
|
Garde Capital
Seattle,
Washington
|
$1.72M
|
+$26K
|
+535
|
+1%
|
|
|
110
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.71M
|
+$734K
|
+15,133
|
+71%
|
|
|
111
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.65M
|
+$5.19K
|
+107
|
+0.3%
|
|
|
112
|
Steward Partners Investment Advisory
New York
|
$1.64M
|
+$1.12K
|
+23
|
+0.1%
|
|
|
113
|
Invera Wealth Advisors
Bend,
Oregon
|
$1.62M
|
-$2.4M
|
-49,502
|
-59%
|
|
|
114
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.6M
|
-$103M
|
-2,116,034
|
-98%
|
|
|
115
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$1.56M
|
+$99.7K
|
+2,055
|
+7%
|
|
|
116
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$1.45M
|
+$87.4K
|
+1,802
|
+6%
|
|
|
117
|
Marquette Associates
Chicago,
Illinois
|
$1.45M
|
+$204K
|
+4,204
|
+16%
|
|
|
118
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$1.44M
|
+$1.49M
|
+30,724
|
New
|
|
|
119
|
A&I Financial Services
Lone Tree,
Colorado
|
$1.42M
|
-$60K
|
-1,238
|
-4%
|
|
|
120
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.41M
|
+$309K
|
+6,374
|
+27%
|
|
|
121
|
Waverly Advisors
Birmingham,
Alabama
|
$1.41M
|
-$17.9K
|
-370
|
-1%
|
|
|
122
|
Summit Wealth Group
White River Junction,
Vermont
|
$1.39M
|
-$42.4K
|
-875
|
-3%
|
|
|
123
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$1.39M
|
–
|
–
|
–
|
|
|
124
|
Kestra Advisory Services
Austin,
Texas
|
$1.38M
|
+$186K
|
+3,826
|
+15%
|
|
|
125
|
Evolve Private Wealth
Los Angeles,
California
|
$1.36M
|
-$29.4K
|
-606
|
-2%
|
|
