|
201
|
Sage Financial Management Group
Mclean,
Virginia
|
$14.5M
|
+$320K
|
+4,076
|
+2%
|
|
|
202
|
International City Management Association Retirement Corp
Washington,
District of Columbia
|
$14.3M
|
+$2.33M
|
+29,700
|
+20%
|
|
|
203
|
TL Private Wealth
Southlake,
Texas
|
$14.3M
|
-$224K
|
-2,852
|
-2%
|
|
|
204
|
Cordant Inc
Portland,
Oregon
|
$13.9M
|
+$128K
|
+1,627
|
+0.9%
|
|
|
205
|
Van Strum & Towne
San Francisco,
California
|
$13.8M
|
-$11.4K
|
-145
|
-0.1%
|
|
|
206
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
$13.8M
|
-$352K
|
-4,484
|
-3%
|
|
|
207
|
Fairview Capital Investment Management
Greenbrae,
California
|
$13.7M
|
+$1.25M
|
+15,990
|
+10%
|
|
|
208
|
AllianceBernstein
Nashville,
Tennessee
|
$13.7M
|
+$24.3K
|
+310
|
+0.2%
|
|
|
209
|
Tandem Wealth Advisors
Phoenix,
Arizona
|
$13.5M
|
-$44.1K
|
-562
|
-0.3%
|
|
|
210
|
Union Bancaire Privee
Geneva 1,
Switzerland
|
$13.5M
|
-$1.41M
|
-17,944
|
-9%
|
|
|
211
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$13.4M
|
+$161K
|
+2,055
|
+1%
|
|
|
212
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$13.4M
|
+$736K
|
+9,391
|
+6%
|
|
|
213
|
Capital Group Private Client Services
Los Angeles,
California
|
$13.3M
|
–
|
–
|
–
|
|
|
214
|
Platt Investment Counsel
Lake Mary,
Florida
|
$13.2M
|
+$11.9M
|
+152,074
|
+1,008%
|
|
|
215
|
Montag & Associates
Atlanta,
Georgia
|
$13.2M
|
-$4.44M
|
-56,686
|
-25%
|
|
|
216
|
Twele Capital Management
Minnetonka,
Minnesota
|
$13M
|
+$27.3K
|
+348
|
+0.2%
|
|
|
217
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$12.8M
|
+$611K
|
+7,795
|
+5%
|
|
|
218
|
Rakuten Investment Management
Tokyo,
Japan
|
$12.7M
|
+$12.6M
|
+161,159
|
New
|
|
|
219
|
Level Financial Advisors
East Amherst,
New York
|
$12.6M
|
+$3.53K
|
+45
|
+0%
|
|
|
220
|
Valmark Advisers
Akron,
Ohio
|
$12.6M
|
+$309K
|
+3,940
|
+3%
|
|
|
221
|
Gradient Capital Advisors
San Diego,
California
|
$12.4M
|
+$123K
|
+1,565
|
+1%
|
|
|
222
|
Congress Wealth Management
Boston,
Massachusetts
|
$12.4M
|
+$196K
|
+2,494
|
+2%
|
|
|
223
|
Arkos Global Advisors
Houston,
Texas
|
$12.4M
|
-$2.22M
|
-28,300
|
-15%
|
|
|
224
|
Osborne Partners Capital Management
San Francisco,
California
|
$12.3M
|
-$1.36M
|
-17,378
|
-10%
|
|
|
225
|
Fifth Third Securities
Cincinnati,
Ohio
|
$12.3M
|
-$2.75M
|
-35,124
|
-18%
|
|
