|
326
|
First American Trust
Santa Ana,
California
|
$1.74M
|
+$223K
|
+4,680
|
+15%
|
|
|
327
|
SageView Advisory Group
Newport Beach,
California
|
$1.74M
|
-$1.11M
|
-23,275
|
-39%
|
|
|
328
|
FDx Advisors
Chicago,
Illinois
|
$1.73M
|
-$278K
|
-5,825
|
-14%
|
|
|
329
|
NEPC LLC
Boston,
Massachusetts
|
$1.69M
|
–
|
–
|
–
|
|
|
330
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$1.67M
|
-$409K
|
-8,590
|
-20%
|
|
|
331
|
Cypress Wealth Services
Palm Desert,
California
|
$1.66M
|
-$307K
|
-6,434
|
-15%
|
|
|
332
|
Zeit Capital
Greenwood Village,
Colorado
|
$1.65M
|
-$1.86K
|
-39
|
-0.1%
|
|
|
333
|
Successful Portfolios
Clearwater,
Florida
|
$1.64M
|
-$750K
|
-15,739
|
-31%
|
|
|
334
|
Veery Capital
Wilmington,
Delaware
|
$1.64M
|
+$364K
|
+7,634
|
+28%
|
|
|
335
|
Fairview Capital Investment Management
Greenbrae,
California
|
$1.63M
|
–
|
–
|
–
|
|
|
336
|
Bulltick Wealth Management
Miami,
Florida
|
$1.63M
|
+$1.18M
|
+24,708
|
+254%
|
|
|
337
|
Rockefeller Capital Management
New York
|
$1.61M
|
+$107K
|
+2,241
|
+7%
|
|
|
338
|
ClearBridge Investments
New York
|
$1.61M
|
-$810K
|
-17,000
|
-33%
|
|
|
339
|
Sharper & Granite
El Segundo,
California
|
$1.61M
|
-$49.1K
|
-1,029
|
-3%
|
|
|
340
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$1.58M
|
+$138K
|
+2,894
|
+10%
|
|
|
341
|
Veritable
Wilmington,
Delaware
|
$1.56M
|
+$378K
|
+7,935
|
+32%
|
|
|
342
|
Family CFO
Los Altos,
California
|
$1.55M
|
+$145K
|
+3,040
|
+10%
|
|
|
343
|
Global Retirement Partners
San Rafael,
California
|
$1.55M
|
-$509K
|
-10,682
|
-25%
|
|
|
344
|
William Blair & Company
Chicago,
Illinois
|
$1.54M
|
-$382K
|
-8,018
|
-20%
|
|
|
345
|
West Paces Advisors
Atlanta,
Georgia
|
$1.53M
|
-$1.23M
|
-25,845
|
-44%
|
|
|
346
|
S.A. Mason
Holland,
Michigan
|
$1.53M
|
–
|
–
|
–
|
|
|
347
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.51M
|
+$439K
|
+9,211
|
+41%
|
|
|
348
|
AllSquare Wealth Management
Albany,
New York
|
$1.51M
|
-$93.9K
|
-1,970
|
-6%
|
|
|
349
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$1.48M
|
-$348K
|
-7,305
|
-19%
|
|
|
350
|
Glenview Trust
Louisville,
Kentucky
|
$1.48M
|
+$533K
|
+11,191
|
+56%
|
|
