|
126
|
Running Point Capital Advisors
El Segundo,
California
|
$5.64M
|
+$5.3M
|
+25,240
|
New
|
|
|
127
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$5.43M
|
+$2.32M
|
+11,065
|
+84%
|
|
|
128
|
Intelligence Driven Advisers
Carlsbad,
California
|
$5.4M
|
+$5.07M
|
+24,160
|
New
|
|
|
129
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$5.38M
|
-$63K
|
-300
|
-1%
|
|
|
130
|
Lido Advisors
Los Angeles,
California
|
$5.34M
|
-$46K
|
-219
|
-0.9%
|
|
|
131
|
Waverly Advisors
Birmingham,
Alabama
|
$5.26M
|
-$88.4K
|
-421
|
-2%
|
|
|
132
|
Fidelity Investments
Boston,
Massachusetts
|
$5.2M
|
+$688K
|
+3,278
|
+16%
|
|
|
133
|
Creative Planning
Overland Park,
Kansas
|
$5.11M
|
+$486K
|
+2,313
|
+11%
|
|
|
134
|
MML Investors Services
Springfield,
Massachusetts
|
$4.99M
|
+$693K
|
+3,301
|
+17%
|
|
|
135
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$4.78M
|
+$165K
|
+787
|
+4%
|
|
|
136
|
Aspiriant LLC
Los Angeles,
California
|
$4.61M
|
-$211K
|
-1,004
|
-5%
|
|
|
137
|
Chartwell Investment Partners
Berywn,
Pennsylvania
|
$4.4M
|
–
|
–
|
–
|
|
|
138
|
Victory Capital Management
San Antonio,
Texas
|
$4.31M
|
-$4.12M
|
-19,608
|
-50%
|
|
|
139
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$4.23M
|
-$153K
|
-730
|
-4%
|
|
|
140
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$4.11M
|
-$207K
|
-987
|
-5%
|
|
|
141
|
Sheets Smith Investment Management
Houston,
Texas
|
$4.11M
|
+$3.86M
|
+18,379
|
New
|
|
|
142
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$4.07M
|
-$216K
|
-1,030
|
-5%
|
|
|
143
|
Blue Fin Capital
Warren,
Rhode Island
|
$3.84M
|
-$10.3K
|
-49
|
-0.3%
|
|
|
144
|
Jess S. Morgan & Co
Los Angeles,
California
|
$3.82M
|
+$66.8K
|
+318
|
+2%
|
|
|
145
|
Levy Wealth Management Group
Philadelphia,
Pennsylvania
|
$3.81M
|
+$3.58M
|
+17,046
|
New
|
|
|
146
|
Sand Hill Global Advisors
Palo Alto,
California
|
$3.77M
|
-$44.3K
|
-211
|
-1%
|
|
|
147
|
|
$3.67M
|
-$504K
|
-2,398
|
-13%
|
|
|
148
|
World Asset Management
Detroit,
Michigan
|
$3.64M
|
+$1.44M
|
+6,860
|
+73%
|
|
|
149
|
Edge Capital Group
Atlanta,
Georgia
|
$3.62M
|
+$420
|
+2
|
+0%
|
|
|
150
|
Cozad Asset Management
Champaign,
Illinois
|
$3.57M
|
-$198K
|
-945
|
-6%
|
|
