|
101
|
Affinity Capital Advisors
Berkeley,
California
|
$1.12M
|
-$77.2K
|
-3,169
|
-6%
|
|
|
102
|
Cantor Fitzgerald Investment Advisors
New York
|
$1.1M
|
+$57.8K
|
+2,371
|
+6%
|
|
|
103
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1.08M
|
-$109K
|
-4,463
|
-10%
|
|
|
104
|
Willow Creek Wealth Management
Sebastopol,
California
|
$1.05M
|
-$25.2K
|
-1,035
|
-2%
|
|
|
105
|
William Blair & Company
Chicago,
Illinois
|
$1.01M
|
+$3.88K
|
+159
|
+0.4%
|
|
|
106
|
Valeo Financial Advisors
Carmel,
Indiana
|
$987K
|
–
|
–
|
–
|
|
|
107
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$973K
|
-$36.8K
|
-1,511
|
-4%
|
|
|
108
|
iA Global Asset Management
Quebec,
Quebec, Canada
|
$911K
|
–
|
–
|
–
|
|
|
109
|
Albion Financial Group
Salt Lake City,
Utah
|
$908K
|
+$35.1K
|
+1,440
|
+4%
|
|
|
110
|
Central Trust Company
Jefferson City,
Missouri
|
$851K
|
-$810K
|
-33,235
|
-49%
|
|
|
111
|
Opal Wealth Advisors
Jericho,
New York
|
$816K
|
-$47.3K
|
-1,940
|
-6%
|
|
|
112
|
Davenport & Co
Richmond,
Virginia
|
$807K
|
+$50.2K
|
+2,061
|
+7%
|
|
|
113
|
PrairieView Partners
St. Paul,
Minnesota
|
$789K
|
+$71K
|
+2,913
|
+10%
|
|
|
114
|
Fairview Capital Investment Management
Greenbrae,
California
|
$779K
|
–
|
–
|
–
|
|
|
115
|
Level Financial Advisors
East Amherst,
New York
|
$744K
|
+$11.5K
|
+470
|
+2%
|
|
|
116
|
Aprio Wealth Management
Atlanta,
Georgia
|
$743K
|
-$237K
|
-9,729
|
-24%
|
|
|
117
|
Rockefeller Capital Management
New York
|
$694K
|
-$27.3K
|
-1,119
|
-4%
|
|
|
118
|
Boston Financial Management
Boston,
Massachusetts
|
$692K
|
-$132K
|
-5,406
|
-16%
|
|
|
119
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$679K
|
-$25.7K
|
-1,055
|
-4%
|
|
|
120
|
J. Safra Asset Management
New York
|
$678K
|
+$675K
|
+27,687
|
New
|
|
|
121
|
Novare Capital Management
Charlotte,
North Carolina
|
$678K
|
+$674K
|
+27,675
|
New
|
|
|
122
|
NewEdge Advisors
New Orleans,
Louisiana
|
$657K
|
+$136K
|
+5,600
|
+26%
|
|
|
123
|
Kestra Advisory Services
Austin,
Texas
|
$643K
|
+$154K
|
+6,325
|
+32%
|
|
|
124
|
VERITY Wealth Advisors
Sausalito,
United States
|
$630K
|
–
|
–
|
–
|
|
|
125
|
One Day In July LLC
Burlington,
Vermont
|
$629K
|
–
|
–
|
–
|
|
