|
376
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$18.3M
|
+$5.92M
|
+15,418
|
+50%
|
|
|
377
|
Lazard Asset Management
New York
|
$18.2M
|
–
|
–
|
–
|
|
|
378
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$18.1M
|
+$23.8K
|
+62
|
+0.1%
|
|
|
379
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$18.1M
|
+$1.03M
|
+2,696
|
+6%
|
|
|
380
|
Clark Financial Services Group
Chesterfield,
Missouri
|
$18M
|
-$1.07M
|
-2,789
|
-6%
|
|
|
381
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$17.9M
|
-$591K
|
-1,540
|
-3%
|
|
|
382
|
WhitTier Trust Company
Reno,
Nevada
|
$17.8M
|
-$17.3K
|
-45
|
-0.1%
|
|
|
383
|
Charles Schwab Trust
Henderson,
Nevada
|
$17.5M
|
+$583K
|
+1,520
|
+4%
|
|
|
384
|
Verity Asset Management
Durham,
North Carolina
|
$17.4M
|
+$1.29M
|
+3,370
|
+8%
|
|
|
385
|
|
$17.4M
|
-$2.91M
|
-7,573
|
-15%
|
|
|
386
|
Cascadia Advisory Services
Portland,
Oregon
|
$17.3M
|
+$6.24M
|
+16,247
|
+58%
|
|
|
387
|
Roundview Capital
Princeton,
New Jersey
|
$17.2M
|
+$734K
|
+1,912
|
+5%
|
|
|
388
|
Blue Square Asset Management
New York
|
$16.9M
|
+$1.04M
|
+2,703
|
+7%
|
|
|
389
|
Berkshire Hathaway
Omaha,
Nebraska
|
$16.9M
|
–
|
–
|
–
|
|
|
390
|
Evercore Wealth Management
New York
|
$16.9M
|
-$99.8K
|
-260
|
-0.6%
|
|
|
391
|
SigFig Wealth Management
San Francisco,
California
|
$16.6M
|
+$2.46M
|
+6,417
|
+18%
|
|
|
392
|
GFG Capital
Miami,
Florida
|
$16.6M
|
-$1.8M
|
-4,700
|
-10%
|
|
|
393
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$16.2M
|
-$55.3K
|
-144
|
-0.3%
|
|
|
394
|
DeDora Capital
Napa,
California
|
$16.2M
|
-$257K
|
-669
|
-2%
|
|
|
395
|
Rathbones Group
Liverpool,
United Kingdom
|
$16.1M
|
+$190K
|
+496
|
+1%
|
|
|
396
|
Ilmarinen Mutual Pension Insurance
Helsinki,
Finland
|
$16.1M
|
-$5.77M
|
-15,036
|
-27%
|
|
|
397
|
Rockbridge Investment Management
Syracuse,
New York
|
$15.9M
|
+$944K
|
+2,458
|
+6%
|
|
|
398
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$15.6M
|
-$134K
|
-350
|
-0.9%
|
|
|
399
|
Meridian Financial Partners
Warrenton,
Virginia
|
$15.6M
|
+$259K
|
+675
|
+2%
|
|
|
400
|
Avior Wealth Management
Omaha,
Nebraska
|
$15.6M
|
+$727K
|
+1,893
|
+5%
|
|
