|
126
|
Pasadena Private Wealth
Pasadena,
California
|
$4.76M
|
-$974K
|
-14,127
|
-17%
|
|
|
127
|
Idaho Trust Bank
Boise,
Idaho
|
$4.72M
|
-$23.1K
|
-335
|
-0.5%
|
|
|
128
|
Park Avenue Securities
New York
|
$4.71M
|
+$3.66M
|
+53,099
|
+309%
|
|
|
129
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$4.6M
|
+$190K
|
+2,751
|
+4%
|
|
|
130
|
Solstein Capital
Menlo Park,
California
|
$4.59M
|
-$113K
|
-1,640
|
-2%
|
|
|
131
|
Franklin Resources
San Mateo,
California
|
$4.55M
|
+$176K
|
+2,546
|
+4%
|
|
|
132
|
Laurel Wealth Planning
Edina,
Minnesota
|
$4.45M
|
+$200K
|
+2,904
|
+5%
|
|
|
133
|
Sierra Capital
Miami,
Florida
|
$4.43M
|
-$889K
|
-12,882
|
-16%
|
|
|
134
|
Allspring Global Investments
Charlotte,
North Carolina
|
$4.28M
|
-$53.2M
|
-771,337
|
-92%
|
|
|
135
|
Waterloo Capital
Austin,
Texas
|
$4.27M
|
-$300K
|
-4,345
|
-6%
|
|
|
136
|
EP Wealth Advisors
Torrance,
California
|
$4.15M
|
+$126K
|
+1,825
|
+3%
|
|
|
137
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.13M
|
+$230K
|
+3,330
|
+6%
|
|
|
138
|
Stelac Advisory Services
New York
|
$4.1M
|
-$262K
|
-3,799
|
-6%
|
|
|
139
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.99M
|
+$91.5K
|
+1,327
|
+2%
|
|
|
140
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.98M
|
+$949K
|
+13,763
|
+30%
|
|
|
141
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$3.95M
|
-$18.1K
|
-262
|
-0.4%
|
|
|
142
|
WESCAP Management Group
Glendale,
California
|
$3.94M
|
+$5.31K
|
+77
|
+0.1%
|
|
|
143
|
Valence8 US
Cambridge,
Massachusetts
|
$3.94M
|
-$3.45M
|
-49,985
|
-46%
|
|
|
144
|
Portland Global Advisors
Portland,
Maine
|
$3.87M
|
+$71.7K
|
+1,039
|
+2%
|
|
|
145
|
FPC Investment Advisory
Petaluma,
California
|
$3.83M
|
+$839K
|
+12,157
|
+28%
|
|
|
146
|
Performa Ltd (US)
Charleston,
South Carolina
|
$3.78M
|
+$61.5K
|
+892
|
+2%
|
|
|
147
|
Taikang Asset Management (HK)
Hong Kong
|
$3.77M
|
-$3.87M
|
-56,146
|
-50%
|
|
|
148
|
Jasper Ridge Partners
Menlo Park,
California
|
$3.69M
|
–
|
–
|
–
|
|
|
149
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$3.54M
|
+$1.85M
|
+26,772
|
+103%
|
|
|
150
|
Creative Planning
Overland Park,
Kansas
|
$3.51M
|
+$559K
|
+8,099
|
+18%
|
|
