|
126
|
Yoffe Investment Management
Lemoyne,
Pennsylvania
|
$335K
|
–
|
–
|
–
|
|
|
127
|
Custos Family Office
Austin,
Texas
|
$328K
|
-$43.7K
|
-750
|
-12%
|
|
|
128
|
Farther Finance Advisors
San Francisco,
California
|
$328K
|
-$45.8K
|
-786
|
-13%
|
|
|
129
|
Mercer Global Advisors
Denver,
Colorado
|
$325K
|
+$69.6K
|
+1,193
|
+29%
|
|
|
130
|
LM Advisors
San Diego,
California
|
$324K
|
–
|
–
|
–
|
|
|
131
|
TFB Advisors
Overland Park,
Kansas
|
$315K
|
-$17.7K
|
-303
|
-6%
|
|
|
132
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$310K
|
+$292K
|
+5,012
|
New
|
|
|
133
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$299K
|
-$20.8K
|
-356
|
-7%
|
|
|
134
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$284K
|
-$37.3K
|
-640
|
-12%
|
|
|
135
|
Diversify Wealth Management
Sandy,
Utah
|
$278K
|
+$248K
|
+4,252
|
New
|
|
|
136
|
Sierra Capital
Miami,
Florida
|
$262K
|
–
|
–
|
–
|
|
|
137
|
|
$244K
|
+$230K
|
+3,951
|
New
|
|
|
138
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$234K
|
+$108K
|
+1,849
|
+95%
|
|
|
139
|
Northern Trust
Chicago,
Illinois
|
$229K
|
+$216K
|
+3,703
|
New
|
|
|
140
|
Westbourne Investments
Alexandria,
Virginia
|
$221K
|
–
|
–
|
–
|
|
|
141
|
Westwood Holdings Group
Dallas,
Texas
|
$220K
|
-$33.1K
|
-567
|
-14%
|
|
|
142
|
Brown Advisory
Baltimore,
Maryland
|
$217K
|
+$205K
|
+3,512
|
New
|
|
|
143
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$215K
|
+$203K
|
+3,485
|
New
|
|
|
144
|
Evercore Wealth Management
New York
|
$210K
|
+$198K
|
+3,403
|
New
|
|
|
145
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$210K
|
+$198K
|
+3,402
|
New
|
|
|
146
|
Joel Isaacson & Co
New York
|
$202K
|
+$191K
|
+3,268
|
New
|
|
|
147
|
Financial Network Wealth Advisors
Murray,
Utah
|
$178K
|
+$168K
|
+2,880
|
New
|
|
|
148
|
EP Wealth Advisors
Torrance,
California
|
$162K
|
+$7.52K
|
+129
|
+5%
|
|
|
149
|
Wells Fargo
San Francisco,
California
|
$159K
|
+$90.9K
|
+1,558
|
+152%
|
|
|
150
|
|
$140K
|
–
|
–
|
–
|
|
