|
301
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$2.17M
|
-$576K
|
-11,718
|
-18%
|
|
|
302
|
Litman Gregory Wealth Management
Larkspur,
California
|
$2.17M
|
-$652K
|
-13,262
|
-20%
|
|
|
303
|
Tobias Financial Advisors
Plantation,
Florida
|
$2.17M
|
-$107K
|
-2,169
|
-4%
|
|
|
304
|
Cerity Partners OCIO
New York
|
$2.14M
|
-$326K
|
-6,631
|
-11%
|
|
|
305
|
|
$2.14M
|
–
|
–
|
–
|
|
|
306
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$2.14M
|
+$240K
|
+4,877
|
+10%
|
|
|
307
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.13M
|
-$1.24M
|
-25,314
|
-32%
|
|
|
308
|
Jasper Ridge Partners
Menlo Park,
California
|
$2.12M
|
–
|
–
|
–
|
|
|
309
|
|
$2.08M
|
-$330K
|
-6,700
|
-12%
|
|
|
310
|
Aufman Associates
Sewickley,
Pennsylvania
|
$2.01M
|
-$1.92M
|
-39,118
|
-44%
|
|
|
311
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$2M
|
-$268K
|
-5,451
|
-10%
|
|
|
312
|
Leavell Investment Management
Mobile,
Alabama
|
$1.98M
|
-$26.6K
|
-540
|
-1%
|
|
|
313
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$1.98M
|
+$1.21M
|
+24,575
|
+104%
|
|
|
314
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.94M
|
-$4.02M
|
-81,809
|
-63%
|
|
|
315
|
SVA Wealth Management
Madison,
Wisconsin
|
$1.93M
|
+$489K
|
+9,942
|
+27%
|
|
|
316
|
Coe Capital Management
Highland Park,
Illinois
|
$1.93M
|
+$1.52K
|
+31
|
+0.1%
|
|
|
317
|
Klingman & Associates
New York
|
$1.91M
|
-$128K
|
-2,606
|
-5%
|
|
|
318
|
TrueWealth LLC
Atlanta,
Georgia
|
$1.89M
|
+$2.07M
|
+42,160
|
+1,070%
|
|
|
319
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$1.89M
|
-$41.7K
|
-848
|
-2%
|
|
|
320
|
Sand Hill Global Advisors
Palo Alto,
California
|
$1.88M
|
-$1.3M
|
-26,353
|
-36%
|
|
|
321
|
&Partners
Nashville,
Tennessee
|
$1.87M
|
+$1.76M
|
+35,836
|
+368%
|
|
|
322
|
Truepoint Inc
Cincinnati,
Ohio
|
$1.87M
|
+$1.14M
|
+23,195
|
+104%
|
|
|
323
|
S&CO Inc
Boston,
Massachusetts
|
$1.87M
|
+$3.44K
|
+70
|
+0.2%
|
|
|
324
|
Ramiah Investment Group
Brookfield,
Wisconsin
|
$1.86M
|
+$38.4K
|
+781
|
+2%
|
|
|
325
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$1.81M
|
+$458K
|
+9,319
|
+27%
|
|
