|
151
|
PGIM Custom Harvest
Newark,
New Jersey
|
$298K
|
+$302K
|
+16,369
|
New
|
|
|
152
|
CCG Wealth Management
San Diego,
California
|
$294K
|
-$6.8K
|
-368
|
-2%
|
|
|
153
|
London & Capital Asset Management
London,
United Kingdom
|
$278K
|
–
|
–
|
–
|
|
|
154
|
Wealthspire Advisors (New York)
New York
|
$278K
|
+$25.2K
|
+1,363
|
+10%
|
|
|
155
|
Venturi Wealth Management
Austin,
Texas
|
$277K
|
-$31.6K
|
-1,713
|
-10%
|
|
|
156
|
Mercer Global Advisors
Denver,
Colorado
|
$276K
|
-$54.4K
|
-2,945
|
-16%
|
|
|
157
|
Henshaw Capital
Woburn,
Massachusetts
|
$273K
|
–
|
–
|
–
|
|
|
158
|
TIAA FSB
Jacksonville,
Florida
|
$273K
|
-$720
|
-39
|
-0.3%
|
|
|
159
|
Sompo Asset Management
Tokyo,
Japan
|
$268K
|
+$29.7K
|
+1,610
|
+12%
|
|
|
160
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$265K
|
+$60K
|
+3,247
|
+29%
|
|
|
161
|
Checchi Capital Advisers
Beverly Hills,
California
|
$255K
|
-$18.9K
|
-1,022
|
-7%
|
|
|
162
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$248K
|
–
|
–
|
–
|
|
|
163
|
Mariner
Overland Park,
Kansas
|
$239K
|
+$23.3K
|
+1,263
|
+11%
|
|
|
164
|
Oversea-Chinese Banking Corp (OCBC)
Singapore
|
$231K
|
+$234K
|
+12,678
|
New
|
|
|
165
|
Personal CFO Solutions
Chester,
New Jersey
|
$230K
|
-$28.4K
|
-1,536
|
-11%
|
|
|
166
|
Wealth Alliance
Mellville,
New York
|
$228K
|
+$232K
|
+12,545
|
New
|
|
|
167
|
Axxcess Wealth Management
Carlsbad,
California
|
$227K
|
-$38.3K
|
-2,075
|
-14%
|
|
|
168
|
Brown Advisory
Baltimore,
Maryland
|
$222K
|
–
|
–
|
–
|
|
|
169
|
CIBC World Market
Toronto,
Ontario, Canada
|
$219K
|
-$314K
|
-17,000
|
-59%
|
|
|
170
|
Foster Group
West Des Moines,
Iowa
|
$218K
|
–
|
–
|
–
|
|
|
171
|
Quantinno Capital Management
New York
|
$217K
|
+$220K
|
+11,918
|
New
|
|
|
172
|
J.W. Coons Advisors
Columbus,
Ohio
|
$216K
|
–
|
–
|
–
|
|
|
173
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$204K
|
+$13.8K
|
+746
|
+7%
|
|
|
174
|
Seven Eight Capital
New York
|
$204K
|
-$533K
|
-28,863
|
-72%
|
|
|
175
|
Sequoia Financial Advisors
Akron,
Ohio
|
$201K
|
+$204K
|
+11,037
|
New
|
|
