|
101
|
One Capital Management
Westlake Village,
California
|
$1.67M
|
–
|
–
|
–
|
|
|
102
|
Baker Avenue Asset Management
San Francisco,
California
|
$1.65M
|
+$5.83K
|
+62
|
+0.3%
|
|
|
103
|
One Wealth Advisors
San Francisco,
California
|
$1.65M
|
+$83.7K
|
+889
|
+5%
|
|
|
104
|
Levy Wealth Management Group
Philadelphia,
Pennsylvania
|
$1.65M
|
+$245K
|
+2,601
|
+17%
|
|
|
105
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$1.64M
|
-$131K
|
-1,394
|
-7%
|
|
|
106
|
HSBC Holdings
London,
United Kingdom
|
$1.56M
|
-$207K
|
-2,200
|
-11%
|
|
|
107
|
Corient Private Wealth
Miami,
Florida
|
$1.54M
|
+$8.09K
|
+86
|
+0.5%
|
|
|
108
|
HB Wealth Management
Atlanta,
Georgia
|
$1.48M
|
+$13.3K
|
+141
|
+0.9%
|
|
|
109
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$1.45M
|
–
|
–
|
–
|
|
|
110
|
Trust Company
Manhattan,
Kansas
|
$1.45M
|
-$70.4K
|
-748
|
-4%
|
|
|
111
|
Bigelow Investment Advisors
Portland,
Maine
|
$1.44M
|
-$2.82K
|
-30
|
-0.2%
|
|
|
112
|
CGN Advisors
Manhattan,
Kansas
|
$1.43M
|
+$1.49M
|
+15,865
|
New
|
|
|
113
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$1.43M
|
-$46.3K
|
-492
|
-3%
|
|
|
114
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.4M
|
+$336K
|
+3,572
|
+30%
|
|
|
115
|
Litman Gregory Wealth Management
Larkspur,
California
|
$1.37M
|
–
|
–
|
–
|
|
|
116
|
Gould Asset Management
Claremont,
California
|
$1.36M
|
-$16.5K
|
-175
|
-1%
|
|
|
117
|
Evergreen Capital Management
Bellevue,
Washington
|
$1.34M
|
–
|
–
|
–
|
|
|
118
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.33M
|
+$1.22K
|
+13
|
+0.1%
|
|
|
119
|
Aprio Wealth Management
Atlanta,
Georgia
|
$1.27M
|
+$31.1K
|
+330
|
+2%
|
|
|
120
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.26M
|
-$62.5K
|
-664
|
-5%
|
|
|
121
|
Pathstone Family Office
Englewood,
New Jersey
|
$1.25M
|
+$181K
|
+1,920
|
+16%
|
|
|
122
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.25M
|
-$58.4K
|
-621
|
-4%
|
|
|
123
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1.24M
|
+$32.9K
|
+350
|
+3%
|
|
|
124
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$1.24M
|
-$6.68K
|
-71
|
-0.5%
|
|
|
125
|
Evercore Wealth Management
New York
|
$1.22M
|
–
|
–
|
–
|
|
