|
101
|
Forward Management
San Francisco,
California
|
$2.57M
|
+$2.52M
|
+20,800
|
+1,156%
|
|
|
102
|
Wealthcare Capital Management
Richmond,
Virginia
|
$2.57M
|
-$8.6K
|
-71
|
-0.3%
|
|
|
103
|
Suntrust Banks
Atlanta,
Georgia
|
$2.37M
|
-$151K
|
-1,245
|
-6%
|
|
|
104
|
Gibson Capital
Wexford,
Pennsylvania
|
$2.31M
|
–
|
–
|
–
|
|
|
105
|
American International Group
New York
|
$2.3M
|
-$210K
|
-1,733
|
-8%
|
|
|
106
|
Blue Fin Capital
Warren,
Rhode Island
|
$2.18M
|
+$4.6K
|
+38
|
+0.2%
|
|
|
107
|
BKS Advisors
Southfield,
Michigan
|
$2.18M
|
-$104K
|
-857
|
-4%
|
|
|
108
|
Cahill Financial Advisors
Edina,
Minnesota
|
$2.17M
|
-$461K
|
-3,810
|
-17%
|
|
|
109
|
Sigma Investment Management
Portland,
Oregon
|
$2.16M
|
–
|
–
|
–
|
|
|
110
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$2.16M
|
+$5.69K
|
+47
|
+0.2%
|
|
|
111
|
WhitTier Trust Company
Reno,
Nevada
|
$2.14M
|
+$186K
|
+1,538
|
+9%
|
|
|
112
|
Concert Wealth Management
San Jose,
California
|
$2.13M
|
+$750K
|
+6,198
|
+50%
|
|
|
113
|
Zhang Financial
Portage,
Michigan
|
$2.11M
|
–
|
–
|
–
|
|
|
114
|
KeyBank National Association
Cleveland,
Ohio
|
$2.1M
|
+$189K
|
+1,564
|
+9%
|
|
|
115
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$2.08M
|
+$118K
|
+971
|
+6%
|
|
|
116
|
Mission Wealth Management
Santa Barbara,
California
|
$2.08M
|
+$961K
|
+7,941
|
+77%
|
|
|
117
|
Regal Investment Advisors
Kentwood,
Michigan
|
$2.06M
|
+$70.5K
|
+582
|
+3%
|
|
|
118
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.05M
|
–
|
–
|
–
|
|
|
119
|
Filament
Seattle,
Washington
|
$2.01M
|
+$60.7K
|
+501
|
+3%
|
|
|
120
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$1.9M
|
+$492K
|
+4,060
|
+32%
|
|
|
121
|
Convergent Wealth Advisors
Potomac,
Maryland
|
$1.82M
|
-$714K
|
-5,894
|
-27%
|
|
|
122
|
Columbia Partners Investment Management
Alexandria,
Virginia
|
$1.81M
|
-$483K
|
-3,986
|
-20%
|
|
|
123
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$1.77M
|
+$1.01M
|
+8,316
|
+115%
|
|
|
124
|
Cerity Partners OCIO
New York
|
$1.66M
|
+$1.5M
|
+12,413
|
+583%
|
|
|
125
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$1.63M
|
–
|
–
|
–
|
|
