|
401
|
SigFig Wealth Management
San Francisco,
California
|
$1.31M
|
+$205K
|
+14,352
|
+20%
|
|
|
402
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
$1.31M
|
+$464K
|
+32,418
|
+60%
|
|
|
403
|
Davidson Trust Company
Seattle,
Washington
|
$1.3M
|
–
|
–
|
–
|
|
|
404
|
Brighton Jones LLC
Seattle,
Washington
|
$1.28M
|
+$20.9K
|
+1,464
|
+2%
|
|
|
405
|
IEQ Capital
Foster City,
California
|
$1.27M
|
+$18.6K
|
+1,302
|
+2%
|
|
|
406
|
Tiedemann Advisors
New York
|
$1.27M
|
+$185K
|
+12,954
|
+18%
|
|
|
407
|
One Capital Management
Westlake Village,
California
|
$1.26M
|
+$816K
|
+57,012
|
+216%
|
|
|
408
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$1.25M
|
+$124K
|
+8,682
|
+12%
|
|
|
409
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$1.23M
|
-$33.5K
|
-2,340
|
-3%
|
|
|
410
|
Firestone Capital Management
Coral Gables,
Florida
|
$1.23M
|
+$69.4K
|
+4,848
|
+6%
|
|
|
411
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.23M
|
+$25.8K
|
+1,800
|
+2%
|
|
|
412
|
Tatro Capital
Lexington,
Kentucky
|
$1.22M
|
-$11.1K
|
-774
|
-1%
|
|
|
413
|
Zacks Investment Management
Chicago,
Illinois
|
$1.22M
|
+$650K
|
+45,390
|
+130%
|
|
|
414
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.21M
|
-$215K
|
-15,054
|
-16%
|
|
|
415
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.21M
|
-$336K
|
-23,454
|
-23%
|
|
|
416
|
Diversified
Wilmington,
Delaware
|
$1.2M
|
+$1.14M
|
+79,326
|
New
|
|
|
417
|
Southport Capital Management
Chattanooga,
Tennessee
|
$1.2M
|
–
|
–
|
–
|
|
|
418
|
|
$1.18M
|
+$74.4K
|
+5,196
|
+7%
|
|
|
419
|
Twele Capital Management
Minnetonka,
Minnesota
|
$1.18M
|
-$66.8K
|
-4,668
|
-6%
|
|
|
420
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$1.16M
|
-$42.5K
|
-2,970
|
-4%
|
|
|
421
|
WealthPLAN Partners
Omaha,
Nebraska
|
$1.15M
|
-$12.6K
|
-882
|
-1%
|
|
|
422
|
TIAA FSB
Jacksonville,
Florida
|
$1.15M
|
+$1.08M
|
+75,504
|
New
|
|
|
423
|
Modus Advisors
Excelsior,
Minnesota
|
$1.14M
|
-$44.7K
|
-3,126
|
-4%
|
|
|
424
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$1.14M
|
+$6.18K
|
+432
|
+0.6%
|
|
|
425
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$1.14M
|
–
|
–
|
–
|
|
