|
126
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.95M
|
-$268K
|
-2,964
|
-12%
|
|
|
127
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.9M
|
-$203K
|
-2,245
|
-10%
|
|
|
128
|
Pinney & Scofield
Cambridge,
Massachusetts
|
$1.87M
|
-$81.7K
|
-904
|
-4%
|
|
|
129
|
Versant Capital Management
Phoenix,
Arizona
|
$1.84M
|
+$4.7K
|
+52
|
+0.3%
|
|
|
130
|
Montecito Bank & Trust
Santa Barbara,
California
|
$1.83M
|
+$81.4K
|
+900
|
+5%
|
|
|
131
|
Stephens Inc
Little Rock,
Arkansas
|
$1.77M
|
-$157K
|
-1,733
|
-8%
|
|
|
132
|
Rebalance
Palo Alto,
California
|
$1.74M
|
+$8.23K
|
+91
|
+0.5%
|
|
|
133
|
Quadrature Capital
London,
United Kingdom
|
$1.7M
|
+$1.7M
|
+18,794
|
New
|
|
|
134
|
BigSur Wealth Management
Miami,
Florida
|
$1.63M
|
–
|
–
|
–
|
|
|
135
|
Mariner
Overland Park,
Kansas
|
$1.59M
|
+$26.1K
|
+289
|
+2%
|
|
|
136
|
MGO One Seven
Beachwood,
Ohio
|
$1.59M
|
-$279K
|
-3,087
|
-15%
|
|
|
137
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
$1.58M
|
+$127K
|
+1,405
|
+9%
|
|
|
138
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$1.57M
|
-$133K
|
-1,470
|
-8%
|
|
|
139
|
Nomura Asset Management
Tokyo,
Japan
|
$1.57M
|
–
|
–
|
–
|
|
|
140
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$1.54M
|
+$1.54M
|
+17,044
|
New
|
|
|
141
|
Global Financial Private Client
Sarasota,
Florida
|
$1.49M
|
-$8.41K
|
-93
|
-0.6%
|
|
|
142
|
Sierra Capital
Miami,
Florida
|
$1.48M
|
+$6.87K
|
+76
|
+0.5%
|
|
|
143
|
Mission Wealth Management
Santa Barbara,
California
|
$1.45M
|
+$1.45M
|
+16,031
|
New
|
|
|
144
|
BTC Capital Management
Des Moines,
Iowa
|
$1.43M
|
-$1.37M
|
-15,130
|
-49%
|
|
|
145
|
Vontobel Holding
Zurich,
Switzerland
|
$1.4M
|
-$814
|
-9
|
-0.1%
|
|
|
146
|
Cary Street Partners
Richmond,
Virginia
|
$1.35M
|
-$2.35K
|
-26
|
-0.2%
|
|
|
147
|
Concurrent Investment Advisors
Tampa,
Florida
|
$1.33M
|
+$552K
|
+6,103
|
+71%
|
|
|
148
|
|
$1.33M
|
+$223K
|
+2,465
|
+20%
|
|
|
149
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$1.25M
|
-$21.7K
|
-240
|
-2%
|
|
|
150
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$1.23M
|
+$59.2K
|
+655
|
+5%
|
|
