|
101
|
WhitTier Trust Company
Reno,
Nevada
|
$2.39M
|
-$290K
|
-2,460
|
-12%
|
|
|
102
|
Rockefeller Capital Management
New York
|
$2.32M
|
+$153K
|
+1,300
|
+9%
|
|
|
103
|
Commerce Bank
Kansas City,
Missouri
|
$2.32M
|
–
|
–
|
–
|
|
|
104
|
NorthRock Partners
Minneapolis,
Minnesota
|
$2.28M
|
+$29.6K
|
+251
|
+1%
|
|
|
105
|
Aprio Wealth Management
Atlanta,
Georgia
|
$2.23M
|
-$28.2K
|
-239
|
-1%
|
|
|
106
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$2.18M
|
+$3.65K
|
+31
|
+0.2%
|
|
|
107
|
One Wealth Advisors
San Francisco,
California
|
$2.17M
|
-$34.5K
|
-293
|
-2%
|
|
|
108
|
First Pacific Financial
Vancouver,
Washington
|
$2.16M
|
-$111K
|
-941
|
-5%
|
|
|
109
|
|
$2.08M
|
+$746K
|
+6,325
|
+63%
|
|
|
110
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
$2.05M
|
–
|
–
|
–
|
|
|
111
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$2.05M
|
-$355K
|
-3,008
|
-16%
|
|
|
112
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$2.02M
|
-$98.1K
|
-832
|
-5%
|
|
|
113
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.89M
|
+$232K
|
+1,966
|
+15%
|
|
|
114
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.88M
|
-$14.3K
|
-121
|
-0.8%
|
|
|
115
|
Litman Gregory Wealth Management
Larkspur,
California
|
$1.87M
|
–
|
–
|
–
|
|
|
116
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.83M
|
+$895K
|
+7,592
|
+111%
|
|
|
117
|
Corient Private Wealth
Miami,
Florida
|
$1.79M
|
-$202K
|
-1,712
|
-11%
|
|
|
118
|
Colorado Capital Management
Boulder,
Colorado
|
$1.79M
|
-$173K
|
-1,467
|
-10%
|
|
|
119
|
Evergreen Capital Management
Bellevue,
Washington
|
$1.78M
|
-$25.8K
|
-219
|
-2%
|
|
|
120
|
Avantax Advisory Services
Dallas,
Texas
|
$1.76M
|
+$1.89K
|
+16
|
+0.1%
|
|
|
121
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.75M
|
-$158K
|
-1,340
|
-9%
|
|
|
122
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$1.74M
|
+$235K
|
+1,991
|
+17%
|
|
|
123
|
|
$1.72M
|
-$22.1M
|
-187,272
|
-93%
|
|
|
124
|
Evercore Wealth Management
New York
|
$1.71M
|
–
|
–
|
–
|
|
|
125
|
Financial Services Advisory
Rockville,
Maryland
|
$1.7M
|
-$110K
|
-932
|
-6%
|
|
