|
301
|
Running Point Capital Advisors
El Segundo,
California
|
$12.9M
|
+$2.63M
|
+54,302
|
+27%
|
|
|
302
|
Single Point Partners
Boston,
Massachusetts
|
$12.8M
|
-$672K
|
-13,867
|
-5%
|
|
|
303
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$12.8M
|
+$2.2M
|
+45,330
|
+22%
|
|
|
304
|
Alaska Permanent Fund
Juneau,
Alaska
|
$12.7M
|
–
|
–
|
–
|
|
|
305
|
Frontier Asset Management
Sheridan,
Wyoming
|
$12.6M
|
+$585K
|
+12,079
|
+5%
|
|
|
306
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$12.5M
|
+$10.5K
|
+216
|
+0.1%
|
|
|
307
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$12.5M
|
-$178K
|
-3,665
|
-1%
|
|
|
308
|
LMCG Investments
Boston,
Massachusetts
|
$12.4M
|
-$1.2M
|
-24,706
|
-9%
|
|
|
309
|
Austin Private Wealth
Austin,
Texas
|
$12.2M
|
+$1.24M
|
+25,540
|
+12%
|
|
|
310
|
Chilton Capital Management
Houston,
Texas
|
$12.2M
|
-$1.18M
|
-24,264
|
-9%
|
|
|
311
|
Appleton Partners
Boston,
Massachusetts
|
$12.1M
|
+$409K
|
+8,442
|
+4%
|
|
|
312
|
Farther Finance Advisors
San Francisco,
California
|
$12.1M
|
+$4.61M
|
+95,234
|
+67%
|
|
|
313
|
BBJS Financial Advisors
Seattle,
Washington
|
$12M
|
+$1.01M
|
+20,793
|
+10%
|
|
|
314
|
Pictet Asset Management
Carouge,
Switzerland
|
$12M
|
-$2.24M
|
-46,300
|
-16%
|
|
|
315
|
Fiducient Advisors
Chicago,
Illinois
|
$11.9M
|
+$491K
|
+10,138
|
+4%
|
|
|
316
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$11.9M
|
-$3.37M
|
-69,531
|
-23%
|
|
|
317
|
Neumann Capital Management
Foster City,
California
|
$11.6M
|
+$341K
|
+7,041
|
+3%
|
|
|
318
|
D.J. St. Germain
Springfield,
Massachusetts
|
$11.6M
|
-$461K
|
-9,518
|
-4%
|
|
|
319
|
Oak Root LLC
Santa Barbara,
California
|
$11.4M
|
+$10.9M
|
+224,892
|
New
|
|
|
320
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$11.2M
|
-$180K
|
-3,709
|
-2%
|
|
|
321
|
Perigon Wealth Management
San Francisco,
California
|
$11.2M
|
+$375K
|
+7,745
|
+4%
|
|
|
322
|
Lazard Asset Management
New York
|
$11M
|
-$393K
|
-8,119
|
-4%
|
|
|
323
|
RPTC Inc
Jackson,
Wyoming
|
$11M
|
+$44.8K
|
+924
|
+0.4%
|
|
|
324
|
Shelter Insurance Retirement Plan
Columbia,
Missouri
|
$10.9M
|
-$1.11M
|
-23,018
|
-10%
|
|
|
325
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$10.9M
|
+$5.47M
|
+112,861
|
+101%
|
|
