|
101
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.39M
|
–
|
–
|
–
|
|
|
102
|
tru Independence
Portland,
Oregon
|
$1.39M
|
+$1.31M
|
+7,349
|
New
|
|
|
103
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$1.37M
|
-$10.9M
|
-61,380
|
-89%
|
|
|
104
|
Pillar Pacific Capital Management
Pacifica,
California
|
$1.31M
|
-$115K
|
-647
|
-9%
|
|
|
105
|
BOK Financial
Tulsa,
Oklahoma
|
$1.31M
|
-$22.8K
|
-128
|
-2%
|
|
|
106
|
SteelPeak Wealth
Woodland Hills,
California
|
$1.29M
|
-$4.63K
|
-26
|
-0.4%
|
|
|
107
|
Koshinski Asset Management
Decatur,
Illinois
|
$1.28M
|
–
|
–
|
–
|
|
|
108
|
Meridian Wealth Advisors
Austin,
Texas
|
$1.23M
|
+$1.15M
|
+6,477
|
New
|
|
|
109
|
Glassman Wealth Services
Vienna,
Virginia
|
$1.22M
|
–
|
–
|
–
|
|
|
110
|
Private Wealth Advisors (California)
Fresno,
California
|
$1.21M
|
+$2.85K
|
+16
|
+0.3%
|
|
|
111
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.17M
|
+$224K
|
+1,258
|
+26%
|
|
|
112
|
Woodward Diversified Capital
Bakersfield,
California
|
$1.11M
|
-$210K
|
-1,179
|
-17%
|
|
|
113
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$1.11M
|
+$508K
|
+2,851
|
+95%
|
|
|
114
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$1.1M
|
+$362K
|
+2,035
|
+54%
|
|
|
115
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$1.06M
|
-$603K
|
-3,386
|
-38%
|
|
|
116
|
Collective Family Office
York,
Pennsylvania
|
$1.06M
|
+$4.45K
|
+25
|
+0.4%
|
|
|
117
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$1M
|
-$297K
|
-1,667
|
-24%
|
|
|
118
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$991K
|
-$44.5K
|
-250
|
-5%
|
|
|
119
|
Fisher Asset Management
Camas,
Washington
|
$984K
|
-$127K
|
-711
|
-12%
|
|
|
120
|
Fidelity Investments
Boston,
Massachusetts
|
$961K
|
+$62.3K
|
+350
|
+7%
|
|
|
121
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$942K
|
-$146K
|
-820
|
-14%
|
|
|
122
|
Game Plan Financial Advisors
Westlake,
Ohio
|
$938K
|
+$4.45K
|
+25
|
+0.5%
|
|
|
123
|
Snowden Capital Advisors
New York
|
$904K
|
+$23K
|
+129
|
+3%
|
|
|
124
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$904K
|
+$49K
|
+275
|
+6%
|
|
|
125
|
Autus Asset Management
Scottsdale,
Arizona
|
$887K
|
+$10.7K
|
+60
|
+1%
|
|
