|
101
|
Asset Dedication LLC
San Francisco,
California
|
$2.44M
|
-$52.4K
|
-378
|
-2%
|
|
|
102
|
Commerce Bank
Kansas City,
Missouri
|
$2.42M
|
+$2.08K
|
+15
|
+0.1%
|
|
|
103
|
Aprio Wealth Management
Atlanta,
Georgia
|
$2.4M
|
-$2.09M
|
-15,057
|
-45%
|
|
|
104
|
William Blair & Company
Chicago,
Illinois
|
$2.32M
|
-$128K
|
-926
|
-5%
|
|
|
105
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$2.18M
|
-$3.19K
|
-23
|
-0.2%
|
|
|
106
|
One Wealth Advisors
San Francisco,
California
|
$2.17M
|
+$19.7K
|
+142
|
+0.9%
|
|
|
107
|
Fidelity Investments
Boston,
Massachusetts
|
$2.13M
|
+$230K
|
+1,657
|
+11%
|
|
|
108
|
GoalVest Advisory
New York
|
$2.13M
|
+$64.8K
|
+467
|
+3%
|
|
|
109
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$2.1M
|
-$10.7K
|
-77
|
-0.5%
|
|
|
110
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$1.97M
|
-$159K
|
-1,150
|
-7%
|
|
|
111
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.94M
|
-$365K
|
-2,636
|
-15%
|
|
|
112
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.9M
|
-$16.8K
|
-121
|
-0.8%
|
|
|
113
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$1.9M
|
–
|
–
|
–
|
|
|
114
|
TIAA-CREF Individual & Institutional Services
New York
|
$1.9M
|
+$1.99M
|
+14,363
|
New
|
|
|
115
|
Evergreen Capital Management
Bellevue,
Washington
|
$1.84M
|
-$6.24K
|
-45
|
-0.3%
|
|
|
116
|
3EDGE Asset Management
Naples,
Florida
|
$1.84M
|
-$14.3K
|
-103
|
-0.7%
|
|
|
117
|
M Holdings Securities
Portland,
Oregon
|
$1.82M
|
-$104K
|
-750
|
-6%
|
|
|
118
|
Trust Company
Manhattan,
Kansas
|
$1.81M
|
-$8.87K
|
-64
|
-0.5%
|
|
|
119
|
Gould Asset Management
Claremont,
California
|
$1.77M
|
+$136K
|
+983
|
+8%
|
|
|
120
|
Evercore Wealth Management
New York
|
$1.76M
|
-$21.4K
|
-154
|
-1%
|
|
|
121
|
Colorado Capital Management
Boulder,
Colorado
|
$1.74M
|
-$125K
|
-905
|
-7%
|
|
|
122
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$1.74M
|
+$4.71K
|
+34
|
+0.3%
|
|
|
123
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
$1.73M
|
-$130K
|
-936
|
-7%
|
|
|
124
|
|
$1.72M
|
-$49.9K
|
-360
|
-3%
|
|
|
125
|
Corient Private Wealth
Miami,
Florida
|
$1.67M
|
-$279K
|
-2,011
|
-12%
|
|
