|
101
|
Seven Post Investment Office
San Francisco,
California
|
$6.34M
|
-$116K
|
-1,340
|
-2%
|
|
|
102
|
United Capital Financial Advisors
Irving,
Texas
|
$6.02M
|
+$195K
|
+2,246
|
+4%
|
|
|
103
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$6.02M
|
+$1.62M
|
+18,690
|
+40%
|
|
|
104
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.84M
|
-$298K
|
-3,435
|
-5%
|
|
|
105
|
Rathbones Group
Liverpool,
United Kingdom
|
$5.83M
|
+$150K
|
+1,735
|
+3%
|
|
|
106
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$5.7M
|
+$48.3K
|
+557
|
+0.9%
|
|
|
107
|
United Services Automobile Association
San Antonio,
Texas
|
$5.64M
|
+$6.2M
|
+71,528
|
New
|
|
|
108
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$5.63M
|
-$111K
|
-1,279
|
-2%
|
|
|
109
|
Ritholtz Wealth Management
New York
|
$5.59M
|
-$72.9K
|
-840
|
-1%
|
|
|
110
|
AE Wealth Management
Topeka,
Kansas
|
$5.39M
|
-$33.7K
|
-388
|
-0.7%
|
|
|
111
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$5.07M
|
–
|
–
|
–
|
|
|
112
|
Stokes Family Office
New Orleans,
Louisiana
|
$4.8M
|
+$347
|
+4
|
+0%
|
|
|
113
|
Destiny Wealth Partners
Tavares,
Florida
|
$4.6M
|
+$4.31M
|
+49,692
|
New
|
|
|
114
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$4.57M
|
+$174K
|
+2,010
|
+4%
|
|
|
115
|
Fisher Asset Management
Camas,
Washington
|
$4.54M
|
+$168K
|
+1,936
|
+4%
|
|
|
116
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$4.5M
|
-$246K
|
-2,831
|
-6%
|
|
|
117
|
Mather Group
Chicago,
Illinois
|
$4.46M
|
+$821K
|
+9,467
|
+24%
|
|
|
118
|
University of Maryland Foundation
Adelphi,
Maryland
|
$4.37M
|
-$4.35M
|
-50,132
|
-52%
|
|
|
119
|
EPIQ Capital Group
San Francisco,
California
|
$4.36M
|
+$18.5K
|
+213
|
+0.5%
|
|
|
120
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$4.34M
|
-$629K
|
-7,253
|
-13%
|
|
|
121
|
Professional Financial Advisors
North Platte,
Nebraska
|
$4.27M
|
+$46.8K
|
+540
|
+1%
|
|
|
122
|
Madison Wealth Management
Cincinnati,
Ohio
|
$4.18M
|
+$17.6K
|
+203
|
+0.5%
|
|
|
123
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$4.14M
|
-$86.7K
|
-1,000
|
-2%
|
|
|
124
|
Allegiant Private Advisors
Sarasota,
Florida
|
$4.08M
|
+$3.83M
|
+44,114
|
New
|
|
|
125
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$4.07M
|
–
|
–
|
–
|
|
