|
151
|
Garde Capital
Seattle,
Washington
|
$4.22M
|
+$1.22M
|
+8,811
|
+36%
|
|
|
152
|
US Bancorp
Minneapolis,
Minnesota
|
$4.16M
|
-$350K
|
-2,530
|
-7%
|
|
|
153
|
ClearBridge Investments
New York
|
$4.15M
|
+$175K
|
+1,266
|
+4%
|
|
|
154
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.09M
|
+$87.7K
|
+634
|
+2%
|
|
|
155
|
McDonald Partners
Cleveland,
Ohio
|
$4.07M
|
+$4.56K
|
+33
|
+0.1%
|
|
|
156
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$3.98M
|
-$25.9K
|
-187
|
-0.6%
|
|
|
157
|
Two Sigma Investments
New York
|
$3.96M
|
-$651K
|
-4,706
|
-13%
|
|
|
158
|
M&T Bank
Buffalo,
New York
|
$3.95M
|
-$656K
|
-4,747
|
-13%
|
|
|
159
|
AE Wealth Management
Topeka,
Kansas
|
$3.94M
|
+$1.03M
|
+7,470
|
+32%
|
|
|
160
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$3.93M
|
-$184K
|
-1,330
|
-4%
|
|
|
161
|
Essex Financial Services
Essex,
Connecticut
|
$3.85M
|
+$78.8K
|
+570
|
+2%
|
|
|
162
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$3.76M
|
+$288K
|
+2,086
|
+8%
|
|
|
163
|
WealthShield Partners
Cary,
North Carolina
|
$3.73M
|
+$929K
|
+6,721
|
+30%
|
|
|
164
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$3.73M
|
+$31.4K
|
+227
|
+0.8%
|
|
|
165
|
IEQ Capital
Foster City,
California
|
$3.69M
|
+$1.23M
|
+8,890
|
+44%
|
|
|
166
|
Neumann Capital Management
Foster City,
California
|
$3.61M
|
-$223K
|
-1,610
|
-5%
|
|
|
167
|
Aspiriant LLC
Los Angeles,
California
|
$3.53M
|
–
|
–
|
–
|
|
|
168
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.52M
|
+$109K
|
+790
|
+3%
|
|
|
169
|
Greenline Partners
New York
|
$3.5M
|
-$769K
|
-5,564
|
-20%
|
|
|
170
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$3.5M
|
-$120K
|
-871
|
-3%
|
|
|
171
|
Western Wealth Management
Golden,
Colorado
|
$3.46M
|
-$193K
|
-1,398
|
-5%
|
|
|
172
|
Allspring Global Investments
Charlotte,
North Carolina
|
$3.44M
|
+$2.44M
|
+17,638
|
+192%
|
|
|
173
|
Golden State Wealth Management
Santa Ana,
California
|
$3.41M
|
-$141K
|
-1,021
|
-4%
|
|
|
174
|
Beam Wealth Advisors
Covington,
Louisiana
|
$3.41M
|
-$11.6K
|
-84
|
-0.3%
|
|
|
175
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3.39M
|
+$299K
|
+2,163
|
+9%
|
|
