|
101
|
William Blair & Company
Chicago,
Illinois
|
$2.52M
|
-$256K
|
-1,958
|
-10%
|
|
|
102
|
Commerce Bank
Kansas City,
Missouri
|
$2.48M
|
–
|
–
|
–
|
|
|
103
|
Asset Dedication LLC
San Francisco,
California
|
$2.48M
|
-$486K
|
-3,723
|
-17%
|
|
|
104
|
NorthRock Partners
Minneapolis,
Minnesota
|
$2.47M
|
+$31.6K
|
+242
|
+1%
|
|
|
105
|
Aprio Wealth Management
Atlanta,
Georgia
|
$2.4M
|
+$12.9K
|
+99
|
+0.6%
|
|
|
106
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$2.38M
|
+$46.9K
|
+359
|
+2%
|
|
|
107
|
One Wealth Advisors
San Francisco,
California
|
$2.31M
|
-$3.79K
|
-29
|
-0.2%
|
|
|
108
|
Sequoia Financial Advisors
Akron,
Ohio
|
$2.19M
|
+$418K
|
+3,201
|
+25%
|
|
|
109
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$2.19M
|
-$4.96K
|
-38
|
-0.2%
|
|
|
110
|
Corient Private Wealth
Miami,
Florida
|
$2.15M
|
+$220K
|
+1,681
|
+12%
|
|
|
111
|
3EDGE Asset Management
Naples,
Florida
|
$2.13M
|
-$961K
|
-7,361
|
-32%
|
|
|
112
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$2.03M
|
-$3.13K
|
-24
|
-0.2%
|
|
|
113
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$2.01M
|
+$144K
|
+1,104
|
+8%
|
|
|
114
|
Litman Gregory Wealth Management
Larkspur,
California
|
$2M
|
-$2.61K
|
-20
|
-0.1%
|
|
|
115
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2M
|
-$21.9K
|
-168
|
-1%
|
|
|
116
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
$1.96M
|
-$241K
|
-1,848
|
-11%
|
|
|
117
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$1.95M
|
-$201K
|
-1,540
|
-10%
|
|
|
118
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.94M
|
+$58.1K
|
+445
|
+3%
|
|
|
119
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.93M
|
-$30K
|
-230
|
-2%
|
|
|
120
|
GoalVest Advisory
New York
|
$1.92M
|
+$337K
|
+2,584
|
+22%
|
|
|
121
|
First Pacific Financial
Vancouver,
Washington
|
$1.91M
|
-$388K
|
-2,968
|
-17%
|
|
|
122
|
Evergreen Capital Management
Bellevue,
Washington
|
$1.9M
|
-$9.01K
|
-69
|
-0.5%
|
|
|
123
|
Trust Company
Manhattan,
Kansas
|
$1.87M
|
+$171K
|
+1,313
|
+10%
|
|
|
124
|
Colorado Capital Management
Boulder,
Colorado
|
$1.85M
|
-$57.3K
|
-439
|
-3%
|
|
|
125
|
Evercore Wealth Management
New York
|
$1.83M
|
–
|
–
|
–
|
|
