|
201
|
Bank of Marin
Novato,
California
|
$1.57M
|
–
|
–
|
–
|
|
|
202
|
Keebeck Wealth Management
Chicago,
Illinois
|
$1.57M
|
–
|
–
|
–
|
|
|
203
|
Liberty Wealth Management
Oakland,
California
|
$1.55M
|
+$39.5K
|
+334
|
+3%
|
|
|
204
|
Ingalls & Snyder LLC
New York
|
$1.49M
|
-$29.6K
|
-250
|
-2%
|
|
|
205
|
Magnus Financial Group
New York
|
$1.47M
|
+$111K
|
+937
|
+8%
|
|
|
206
|
Steward Partners Investment Advisory
New York
|
$1.46M
|
-$48.6K
|
-411
|
-3%
|
|
|
207
|
Manchester Capital Management
Manchester,
Vermont
|
$1.46M
|
+$473
|
+4
|
+0%
|
|
|
208
|
Western Wealth Management
Golden,
Colorado
|
$1.45M
|
-$41.4K
|
-350
|
-3%
|
|
|
209
|
Cornerstone Planning
Charlotte,
North Carolina
|
$1.45M
|
+$1.45M
|
+12,254
|
New
|
|
|
210
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$1.44M
|
-$5.2K
|
-44
|
-0.4%
|
|
|
211
|
GoalVest Advisory
New York
|
$1.44M
|
+$1.44M
|
+12,156
|
New
|
|
|
212
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$1.42M
|
-$43K
|
-364
|
-3%
|
|
|
213
|
Evolution Wealth Advisors
Aventura,
Florida
|
$1.42M
|
+$6.62K
|
+56
|
+0.5%
|
|
|
214
|
Cladis Investment Advisory
Billings,
Montana
|
$1.42M
|
-$145K
|
-1,225
|
-9%
|
|
|
215
|
Brighton Jones LLC
Seattle,
Washington
|
$1.42M
|
-$355
|
-3
|
-0%
|
|
|
216
|
Institute for Wealth Management
Denver,
Colorado
|
$1.42M
|
-$45.6K
|
-386
|
-3%
|
|
|
217
|
Sharper & Granite
El Segundo,
California
|
$1.41M
|
-$89.5K
|
-757
|
-6%
|
|
|
218
|
Private Wealth Advisors (California)
Fresno,
California
|
$1.41M
|
-$3.31K
|
-28
|
-0.2%
|
|
|
219
|
Neuberger Berman Group
New York
|
$1.4M
|
+$71.1K
|
+601
|
+5%
|
|
|
220
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$1.38M
|
+$55.1K
|
+466
|
+4%
|
|
|
221
|
Fischer Financial Services
Harrisburg,
Pennsylvania
|
$1.38M
|
+$1.39M
|
+11,715
|
New
|
|
|
222
|
Choreo LLC
Rockford,
Illinois
|
$1.38M
|
+$76.5K
|
+647
|
+6%
|
|
|
223
|
RBA Wealth Management
Newport Beach,
California
|
$1.33M
|
+$63.4K
|
+536
|
+5%
|
|
|
224
|
Quantinno Capital Management
New York
|
$1.31M
|
+$175K
|
+1,481
|
+15%
|
|
|
225
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$1.3M
|
-$189K
|
-1,597
|
-13%
|
|
