|
1001
|
Whittier Trust
South Pasadena,
California
|
$1.94M
|
–
|
–
|
–
|
|
|
1002
|
NEPC LLC
Boston,
Massachusetts
|
$1.93M
|
–
|
–
|
–
|
|
|
1003
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$1.93M
|
-$28K
|
-480
|
-2%
|
|
|
1004
|
LifeSteps Financial
Claremont,
California
|
$1.93M
|
-$34.6K
|
-594
|
-2%
|
|
|
1005
|
Tradewinds LLC
Raleigh,
North Carolina
|
$1.93M
|
+$1.8M
|
+30,930
|
New
|
|
|
1006
|
Rain Capital Management
Lake Oswego,
Oregon
|
$1.92M
|
-$36.4K
|
-624
|
-2%
|
|
|
1007
|
Greenhouse Wealth Management
Westport,
Connecticut
|
$1.92M
|
–
|
–
|
–
|
|
|
1008
|
MV Capital Management
Bethesda,
Maryland
|
$1.92M
|
-$17.5K
|
-300
|
-1%
|
|
|
1009
|
Taylor Hoffman Wealth Management
Richmond,
Virginia
|
$1.92M
|
-$37.8K
|
-648
|
-2%
|
|
|
1010
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$1.91M
|
-$145K
|
-2,484
|
-7%
|
|
|
1011
|
NorthLanding Financial Partners
Rochester,
New York
|
$1.9M
|
-$137K
|
-2,352
|
-7%
|
|
|
1012
|
Independent Wealth Network
Urbandale,
Iowa
|
$1.89M
|
+$6.65K
|
+114
|
+0.4%
|
|
|
1013
|
Crown Wealth Group
Charlotte,
North Carolina
|
$1.89M
|
–
|
–
|
–
|
|
|
1014
|
Trinity Financial Advisors
Columbus,
Ohio
|
$1.89M
|
+$491K
|
+8,424
|
+39%
|
|
|
1015
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$1.89M
|
-$2.8K
|
-48
|
-0.2%
|
|
|
1016
|
360 Financial
Wayzata,
Minnesota
|
$1.88M
|
+$350
|
+6
|
+0%
|
|
|
1017
|
Platform Technology Partners
New York
|
$1.88M
|
+$1.76M
|
+30,156
|
New
|
|
|
1018
|
Strategic Advocates
Logan,
Utah
|
$1.88M
|
-$101K
|
-1,740
|
-5%
|
|
|
1019
|
Stephens Consulting
Flint,
Michigan
|
$1.88M
|
-$8.05K
|
-138
|
-0.5%
|
|
|
1020
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$1.86M
|
-$36.7K
|
-630
|
-2%
|
|
|
1021
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$1.86M
|
-$9.66M
|
-165,564
|
-85%
|
|
|
1022
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
$1.86M
|
+$246K
|
+4,224
|
+17%
|
|
|
1023
|
Level Financial Advisors
East Amherst,
New York
|
$1.86M
|
+$590K
|
+10,116
|
+51%
|
|
|
1024
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$1.85M
|
-$962K
|
-16,494
|
-36%
|
|
|
1025
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$1.85M
|
+$35.7K
|
+612
|
+2%
|
|
