|
126
|
Orcam Financial Group
Encinitas,
California
|
$8.73M
|
+$142K
|
+1,480
|
+2%
|
|
|
127
|
MML Investors Services
Springfield,
Massachusetts
|
$8.68M
|
+$2.07M
|
+21,552
|
+34%
|
|
|
128
|
Richard Bernstein Advisors
New York
|
$8.48M
|
-$601K
|
-6,249
|
-7%
|
|
|
129
|
Rain Capital Management
Lake Oswego,
Oregon
|
$8.48M
|
+$4.77M
|
+49,527
|
+151%
|
|
|
130
|
University of Chicago
Chicago,
Illinois
|
$8.36M
|
–
|
–
|
–
|
|
|
131
|
Newton One Investments
Newark,
Delaware
|
$8.33M
|
+$57.5K
|
+597
|
+0.7%
|
|
|
132
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$8.07M
|
+$2.06M
|
+21,430
|
+38%
|
|
|
133
|
Jasper Ridge Partners
Menlo Park,
California
|
$7.96M
|
+$195K
|
+2,029
|
+3%
|
|
|
134
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$7.86M
|
-$3.53M
|
-36,688
|
-32%
|
|
|
135
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$7.8M
|
+$6.6M
|
+68,540
|
+940%
|
|
|
136
|
Seldon Capital
San Francisco,
California
|
$7.77M
|
–
|
–
|
–
|
|
|
137
|
Frisch Financial Group
Melville,
New York
|
$7.71M
|
-$49.9K
|
-519
|
-0.7%
|
|
|
138
|
Financial Symmetry
Raleigh,
North Carolina
|
$7.67M
|
+$7.17M
|
+74,524
|
New
|
|
|
139
|
Summit Trail Advisors
New York
|
$7.61M
|
+$1.35M
|
+13,988
|
+23%
|
|
|
140
|
Leavell Investment Management
Mobile,
Alabama
|
$7.61M
|
+$4.84M
|
+50,284
|
+212%
|
|
|
141
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$7.43M
|
-$276K
|
-2,871
|
-4%
|
|
|
142
|
Seven Post Investment Office
San Francisco,
California
|
$7.4M
|
+$15.8K
|
+164
|
+0.2%
|
|
|
143
|
Sequoia Financial Advisors
Akron,
Ohio
|
$7.36M
|
+$759K
|
+7,886
|
+12%
|
|
|
144
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$7.18M
|
-$149K
|
-1,545
|
-2%
|
|
|
145
|
Citadel Advisors
Miami,
Florida
|
$7.01M
|
+$1.78M
|
+18,455
|
+37%
|
|
|
146
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$6.79M
|
-$112K
|
-1,167
|
-2%
|
|
|
147
|
Mercer Global Advisors
Denver,
Colorado
|
$6.78M
|
-$297K
|
-3,091
|
-4%
|
|
|
148
|
Investments & Financial Planning LLC
Lexington,
Kentucky
|
$6.75M
|
-$948K
|
-9,849
|
-13%
|
|
|
149
|
First Ascent Asset Management
Denver,
Colorado
|
$6.64M
|
+$419K
|
+4,356
|
+7%
|
|
|
150
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$6.37M
|
+$982K
|
+10,209
|
+20%
|
|
