|
201
|
TIAA FSB
Jacksonville,
Florida
|
$3.61M
|
-$103K
|
-1,239
|
-3%
|
|
|
202
|
IPG Investment Advisors
San Diego,
California
|
$3.58M
|
-$18.9K
|
-228
|
-0.5%
|
|
|
203
|
AdvicePeriod
Los Angeles,
California
|
$3.55M
|
-$9.25M
|
-111,310
|
-72%
|
|
|
204
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$3.53M
|
-$374K
|
-4,500
|
-10%
|
|
|
205
|
Tidal Investments
Milwaukee,
Wisconsin
|
$3.53M
|
+$3.51M
|
+42,206
|
New
|
|
|
206
|
BOK Financial
Tulsa,
Oklahoma
|
$3.52M
|
-$625K
|
-7,522
|
-15%
|
|
|
207
|
White Pine Capital
Bloomington,
Minnesota
|
$3.51M
|
-$156K
|
-1,875
|
-4%
|
|
|
208
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$3.47M
|
+$2.69M
|
+32,359
|
+353%
|
|
|
209
|
Alesco Advisors
Pittsford,
New York
|
$3.46M
|
+$1.11M
|
+13,314
|
+47%
|
|
|
210
|
Biltmore Family Office
Charlotte,
North Carolina
|
$3.46M
|
+$2.33M
|
+27,985
|
+209%
|
|
|
211
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$3.46M
|
-$218K
|
-2,622
|
-6%
|
|
|
212
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$3.45M
|
+$1.1M
|
+13,218
|
+47%
|
|
|
213
|
SFMG Wealth Advisors
Plano,
Texas
|
$3.43M
|
+$3.41M
|
+41,073
|
New
|
|
|
214
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.39M
|
+$3.36M
|
+40,488
|
New
|
|
|
215
|
Peak Asset Management
Louisville,
Colorado
|
$3.34M
|
-$334K
|
-4,023
|
-9%
|
|
|
216
|
|
$3.34M
|
-$220K
|
-2,646
|
-6%
|
|
|
217
|
SigFig Wealth Management
San Francisco,
California
|
$3.23M
|
-$74.2K
|
-893
|
-2%
|
|
|
218
|
Aveo Capital Partners
Englewood,
Colorado
|
$3.23M
|
+$2.67M
|
+32,112
|
+494%
|
|
|
219
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$3.14M
|
+$3.12M
|
+37,538
|
New
|
|
|
220
|
Darwin Wealth Management
Tampa,
Florida
|
$3.09M
|
+$24K
|
+289
|
+0.8%
|
|
|
221
|
Wealthspire Advisors (New York)
New York
|
$3.06M
|
+$3.05M
|
+36,641
|
New
|
|
|
222
|
Dorsey Wright & Associates
Pasadena,
California
|
$3.02M
|
+$638K
|
+7,674
|
+27%
|
|
|
223
|
Zhang Financial
Portage,
Michigan
|
$3M
|
-$99.9K
|
-1,202
|
-3%
|
|
|
224
|
Belpointe Asset Management
Reno,
Nevada
|
$2.96M
|
+$185K
|
+2,229
|
+7%
|
|
|
225
|
Financial Advocates Investment Management
Olympia,
Washington
|
$2.89M
|
-$294K
|
-3,540
|
-9%
|
|
