|
151
|
Broadview Financial Management
Wauwatosa,
Wisconsin
|
$1.6M
|
+$393K
|
+4,675
|
+33%
|
|
|
152
|
Rather & Kittrell
Knoxville,
Tennessee
|
$1.56M
|
-$35.2K
|
-419
|
-2%
|
|
|
153
|
Evanson Asset Management
Carmel,
California
|
$1.54M
|
–
|
–
|
–
|
|
|
154
|
Cordant Inc
Portland,
Oregon
|
$1.53M
|
+$49.5K
|
+589
|
+3%
|
|
|
155
|
Nuveen
Charlotte,
North Carolina
|
$1.51M
|
+$1.51M
|
+18,000
|
New
|
|
|
156
|
Sage Rhino Capital
Menlo Park,
California
|
$1.5M
|
+$122K
|
+1,456
|
+9%
|
|
|
157
|
Glenview Trust
Louisville,
Kentucky
|
$1.5M
|
-$1.36M
|
-16,225
|
-48%
|
|
|
158
|
Ballew Advisors
Jackson,
Mississippi
|
$1.49M
|
+$21.8K
|
+259
|
+2%
|
|
|
159
|
Cresset Asset Management
Chicago,
Illinois
|
$1.48M
|
+$59K
|
+703
|
+4%
|
|
|
160
|
HoyleCohen
San Diego,
California
|
$1.46M
|
+$16.8K
|
+200
|
+1%
|
|
|
161
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$1.45M
|
-$82.5K
|
-982
|
-5%
|
|
|
162
|
Independent Family Office
Albany,
New York
|
$1.45M
|
–
|
–
|
–
|
|
|
163
|
Banco BTG Pactual
Rio De Janeiro,
Brazil
|
$1.43M
|
-$17.3K
|
-206
|
-1%
|
|
|
164
|
Garde Capital
Seattle,
Washington
|
$1.42M
|
+$18.1K
|
+215
|
+1%
|
|
|
165
|
|
$1.4M
|
+$1.15M
|
+13,636
|
+452%
|
|
|
166
|
MAI Capital Management
Independence,
Ohio
|
$1.35M
|
-$23.6K
|
-281
|
-2%
|
|
|
167
|
William Blair & Company
Chicago,
Illinois
|
$1.35M
|
-$1.78M
|
-21,186
|
-57%
|
|
|
168
|
Integris Wealth Management
Monterey,
California
|
$1.32M
|
+$1.32M
|
+15,708
|
New
|
|
|
169
|
Bailard
Foster City,
California
|
$1.31M
|
+$191K
|
+2,276
|
+17%
|
|
|
170
|
TAGStone Capital
Charlotte,
North Carolina
|
$1.3M
|
+$1.09K
|
+13
|
+0.1%
|
|
|
171
|
Agilis Partners
Waltham,
Massachusetts
|
$1.3M
|
+$139K
|
+1,655
|
+12%
|
|
|
172
|
Foundation Wealth Management (Missouri)
Clayton,
Missouri
|
$1.27M
|
+$1.27M
|
+15,115
|
New
|
|
|
173
|
Lido Advisors
Los Angeles,
California
|
$1.27M
|
-$83.1K
|
-990
|
-6%
|
|
|
174
|
Stamos Capital Partners
Menlo Park,
California
|
$1.24M
|
-$1.49M
|
-17,750
|
-55%
|
|
|
175
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.24M
|
-$191K
|
-2,276
|
-13%
|
|
