|
126
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.83M
|
–
|
–
|
–
|
|
|
127
|
Versant Capital Management
Phoenix,
Arizona
|
$1.82M
|
+$512
|
+7
|
+0%
|
|
|
128
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$1.8M
|
-$82.4K
|
-1,127
|
-5%
|
|
|
129
|
9258 Wealth Management
Blue Ash,
Ohio
|
$1.78M
|
+$55K
|
+752
|
+3%
|
|
|
130
|
Sharper & Granite
El Segundo,
California
|
$1.63M
|
+$4.75K
|
+65
|
+0.3%
|
|
|
131
|
Alpha Cubed Investments
Irvine,
California
|
$1.63M
|
+$80.3K
|
+1,098
|
+5%
|
|
|
132
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.63M
|
-$423K
|
-5,784
|
-21%
|
|
|
133
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.59M
|
-$439
|
-6
|
-0%
|
|
|
134
|
Liberty Capital Management
Birmingham,
Michigan
|
$1.59M
|
+$6.44K
|
+88
|
+0.4%
|
|
|
135
|
Prudential Financial
Newark,
New Jersey
|
$1.55M
|
+$153K
|
+2,096
|
+11%
|
|
|
136
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$1.54M
|
+$39.1K
|
+535
|
+3%
|
|
|
137
|
Rebalance
Palo Alto,
California
|
$1.52M
|
+$5.56K
|
+76
|
+0.4%
|
|
|
138
|
Prudential plc
London, England,
United Kingdom
|
$1.49M
|
+$456K
|
+6,230
|
+46%
|
|
|
139
|
Private Advisor Group
Morristown,
New Jersey
|
$1.47M
|
-$253K
|
-3,461
|
-15%
|
|
|
140
|
Global Financial Private Client
Sarasota,
Florida
|
$1.46M
|
+$55.3K
|
+756
|
+4%
|
|
|
141
|
Cetera Advisor Networks
El Segundo,
California
|
$1.4M
|
-$132K
|
-1,800
|
-9%
|
|
|
142
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$1.39M
|
-$20.5K
|
-280
|
-2%
|
|
|
143
|
Cetera Advisors
Denver,
Colorado
|
$1.37M
|
+$753K
|
+10,287
|
+132%
|
|
|
144
|
BigSur Wealth Management
Miami,
Florida
|
$1.37M
|
–
|
–
|
–
|
|
|
145
|
Graypoint LLC
Albany,
New York
|
$1.36M
|
-$62.8K
|
-858
|
-5%
|
|
|
146
|
Vontobel Holding
Zurich,
Switzerland
|
$1.3M
|
-$15.1K
|
-207
|
-1%
|
|
|
147
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.29M
|
-$308K
|
-4,213
|
-20%
|
|
|
148
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.29M
|
-$48.4K
|
-662
|
-4%
|
|
|
149
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$1.29M
|
+$101K
|
+1,382
|
+8%
|
|
|
150
|
Bank of New York Mellon
New York
|
$1.28M
|
+$182K
|
+2,493
|
+17%
|
|
