|
326
|
North Berkeley Wealth Management
Berkeley,
California
|
$10.5M
|
+$1.13M
|
+11,396
|
+14%
|
|
|
327
|
Broadview Financial Management
Wauwatosa,
Wisconsin
|
$10.5M
|
-$1.05M
|
-10,588
|
-10%
|
|
|
328
|
Financial Perspectives
Minneapolis,
Minnesota
|
$10.4M
|
+$199K
|
+2,008
|
+2%
|
|
|
329
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$10.4M
|
-$123K
|
-1,238
|
-1%
|
|
|
330
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$10.3M
|
-$1.41M
|
-14,201
|
-13%
|
|
|
331
|
Maia Wealth
Denver,
Colorado
|
$10.3M
|
-$2.17M
|
-21,933
|
-19%
|
|
|
332
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$10.2M
|
-$4.94M
|
-49,954
|
-35%
|
|
|
333
|
AQR Capital Management
Greenwich,
Connecticut
|
$10.2M
|
+$2.53M
|
+25,561
|
+38%
|
|
|
334
|
Harbour Investments
Madison,
Wisconsin
|
$10.2M
|
-$1.07M
|
-10,848
|
-10%
|
|
|
335
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$10.1M
|
-$75.6K
|
-764
|
-0.8%
|
|
|
336
|
Net Worth Advisory Group
Sandy,
Utah
|
$10.1M
|
+$8.02M
|
+81,068
|
+770%
|
|
|
337
|
Ancora Advisors
Cleveland,
Ohio
|
$9.98M
|
+$610K
|
+6,159
|
+7%
|
|
|
338
|
RPS Advisory Solutions
Louisville,
Kentucky
|
$9.94M
|
+$8.05M
|
+81,287
|
+904%
|
|
|
339
|
Simon Quick Advisors
Morristown,
New Jersey
|
$9.9M
|
-$576K
|
-5,824
|
-6%
|
|
|
340
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$9.81M
|
-$224K
|
-2,260
|
-2%
|
|
|
341
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$9.79M
|
-$1.85M
|
-18,696
|
-17%
|
|
|
342
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$9.72M
|
+$199K
|
+2,009
|
+2%
|
|
|
343
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$9.7M
|
-$14.8M
|
-149,809
|
-63%
|
|
|
344
|
Tilson Financial Group
New Providence,
New Jersey
|
$9.54M
|
+$878K
|
+8,871
|
+11%
|
|
|
345
|
Conning Inc
Hartford,
Connecticut
|
$9.5M
|
+$4.15M
|
+41,906
|
+94%
|
|
|
346
|
Element Pointe Advisors
Miami,
Florida
|
$9.43M
|
–
|
–
|
–
|
|
|
347
|
Coldstream Capital Management
Bellevue,
Washington
|
$9.37M
|
-$667K
|
-6,740
|
-7%
|
|
|
348
|
SigFig Wealth Management
San Francisco,
California
|
$9.3M
|
-$946K
|
-9,561
|
-10%
|
|
|
349
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$9.28M
|
+$247K
|
+2,500
|
+3%
|
|
|
350
|
|
$9.24M
|
-$15.5M
|
-156,902
|
-65%
|
|
