|
101
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$303K
|
–
|
–
|
–
|
|
|
102
|
Purkiss Capital Advisors
Ridgefield,
Connecticut
|
$296K
|
+$305K
|
+4,187
|
New
|
|
|
103
|
Mercer Global Advisors
Denver,
Colorado
|
$291K
|
-$43.8K
|
-602
|
-13%
|
|
|
104
|
Patron Partners
Houston,
Texas
|
$285K
|
-$1.02K
|
-14
|
-0.3%
|
|
|
105
|
Maia Wealth
Denver,
Colorado
|
$274K
|
-$241K
|
-3,304
|
-47%
|
|
|
106
|
|
$259K
|
+$267K
|
+3,673
|
New
|
|
|
107
|
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
|
$257K
|
–
|
–
|
–
|
|
|
108
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$251K
|
-$17.2K
|
-236
|
-6%
|
|
|
109
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$248K
|
-$87.4K
|
-1,201
|
-25%
|
|
|
110
|
Evercore Wealth Management
New York
|
$246K
|
+$254K
|
+3,487
|
New
|
|
|
111
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$245K
|
+$58.8K
|
+808
|
+30%
|
|
|
112
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$245K
|
–
|
–
|
–
|
|
|
113
|
Seven Mile Advisory
Ewing,
New Jersey
|
$237K
|
-$4.15K
|
-57
|
-2%
|
|
|
114
|
Caprock Group
Boise,
Idaho
|
$234K
|
+$242K
|
+3,320
|
New
|
|
|
115
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$232K
|
-$16.6K
|
-228
|
-6%
|
|
|
116
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$230K
|
+$22.4K
|
+307
|
+10%
|
|
|
117
|
Busey Bank
Urbana,
Illinois
|
$221K
|
–
|
–
|
–
|
|
|
118
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$216K
|
+$2.33K
|
+32
|
+1%
|
|
|
119
|
Cooksen Wealth
The Woodlands,
Texas
|
$215K
|
–
|
–
|
–
|
|
|
120
|
Clearstead Advisors
Cleveland,
Ohio
|
$175K
|
-$16.2K
|
-223
|
-8%
|
|
|
121
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$174K
|
-$14.8K
|
-203
|
-8%
|
|
|
122
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$174K
|
–
|
–
|
–
|
|
|
123
|
|
$166K
|
+$28.3K
|
+389
|
+20%
|
|
|
124
|
Crewe Advisors
Salt Lake City,
Utah
|
$148K
|
-$35.1K
|
-482
|
-19%
|
|
|
125
|
Brown Brothers Harriman & Co
New York
|
$134K
|
+$72.1K
|
+990
|
+109%
|
|
