|
126
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$280K
|
+$292K
|
+5,188
|
New
|
|
|
127
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$269K
|
+$269K
|
+4,792
|
New
|
|
|
128
|
Maia Wealth
Denver,
Colorado
|
$264K
|
+$24.9K
|
+443
|
+10%
|
|
|
129
|
TownSquare Capital
Provo,
Utah
|
$247K
|
-$21.9K
|
-389
|
-8%
|
|
|
130
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$239K
|
-$5.67K
|
-101
|
-2%
|
|
|
131
|
Sierra Capital
Miami,
Florida
|
$238K
|
–
|
–
|
–
|
|
|
132
|
Westwood Holdings Group
Dallas,
Texas
|
$232K
|
–
|
–
|
–
|
|
|
133
|
Mercer Global Advisors
Denver,
Colorado
|
$228K
|
+$228K
|
+4,066
|
New
|
|
|
134
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$212K
|
-$36.2K
|
-644
|
-15%
|
|
|
135
|
Westbourne Investments
Alexandria,
Virginia
|
$201K
|
+$201K
|
+3,584
|
New
|
|
|
136
|
Fiduciary Trust
Boston,
Massachusetts
|
$201K
|
+$201K
|
+3,576
|
New
|
|
|
137
|
Brown Brothers Harriman & Co
New York
|
$142K
|
–
|
–
|
–
|
|
|
138
|
EP Wealth Advisors
Torrance,
California
|
$140K
|
-$83.8K
|
-1,492
|
-37%
|
|
|
139
|
Private Trust Company
Cleveland,
Ohio
|
$138K
|
+$34.9K
|
+621
|
+34%
|
|
|
140
|
|
$127K
|
-$40.5K
|
-720
|
-24%
|
|
|
141
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$114K
|
–
|
–
|
–
|
|
|
142
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$109K
|
+$61.1K
|
+1,088
|
+128%
|
|
|
143
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$102K
|
–
|
–
|
–
|
|
|
144
|
LRI Investments
Palm Beach Gardens,
Florida
|
$70.6K
|
+$70.7K
|
+1,258
|
New
|
|
|
145
|
Lavaca Capital
Houston,
Texas
|
$68.8K
|
+$1.01K
|
+18
|
+1%
|
|
|
146
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$67.8K
|
–
|
–
|
–
|
|
|
147
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$62K
|
–
|
–
|
–
|
|
|
148
|
Richardson Financial Services
Medway,
Massachusetts
|
$61.5K
|
+$8.93K
|
+159
|
+17%
|
|
|
149
|
Golden State Wealth Management
Santa Ana,
California
|
$58.5K
|
-$73.1K
|
-1,301
|
-56%
|
|
|
150
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$57.5K
|
-$2.08K
|
-37
|
-3%
|
|
