|
151
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$172K
|
–
|
–
|
–
|
|
|
152
|
Fusion Family Wealth
Woodbury,
New York
|
$169K
|
-$20K
|
-750
|
-11%
|
|
|
153
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$141K
|
–
|
–
|
–
|
|
|
154
|
Evercore Wealth Management
New York
|
$133K
|
–
|
–
|
–
|
|
|
155
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$116K
|
–
|
–
|
–
|
|
|
156
|
Advisory Services Network
Atlanta,
Georgia
|
$111K
|
-$42K
|
-1,572
|
-28%
|
|
|
157
|
MCF Advisors
Covington,
Kentucky
|
$101K
|
–
|
–
|
–
|
|
|
158
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$101K
|
–
|
–
|
–
|
|
|
159
|
US Bancorp
Minneapolis,
Minnesota
|
$101K
|
+$43.9K
|
+1,644
|
+84%
|
|
|
160
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$96K
|
+$95.8K
|
+3,585
|
New
|
|
|
161
|
|
$95K
|
–
|
–
|
–
|
|
|
162
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$91K
|
+$86.8K
|
+3,249
|
New
|
|
|
163
|
Global Retirement Partners
San Rafael,
California
|
$87K
|
–
|
–
|
–
|
|
|
164
|
Steward Partners Investment Advisory
New York
|
$86K
|
+$240
|
+9
|
+0.3%
|
|
|
165
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$84K
|
–
|
–
|
–
|
|
|
166
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$73K
|
–
|
–
|
–
|
|
|
167
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$65K
|
+$481
|
+18
|
+0.8%
|
|
|
168
|
SEI Investments
Oaks,
Pennsylvania
|
$61K
|
+$56.7K
|
+2,124
|
+3,540%
|
|
|
169
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$50.4K
|
-$32.1K
|
-1,200
|
-40%
|
|
|
170
|
Asset Dedication LLC
San Francisco,
California
|
$50K
|
–
|
–
|
–
|
|
|
171
|
Anchor Investment Management
Columbia,
South Carolina
|
$47.8K
|
+$45.6K
|
+1,707
|
New
|
|
|
172
|
Perigon Wealth Management
San Francisco,
California
|
$46K
|
–
|
–
|
–
|
|
|
173
|
TCI Wealth Advisors
Tucson,
Arizona
|
$46K
|
–
|
–
|
–
|
|
|
174
|
Proficio Capital Partners
Newton,
Massachusetts
|
$34K
|
+$32.1K
|
+1,200
|
New
|
|
|
175
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$28K
|
-$22.6K
|
-846
|
-45%
|
|
