|
251
|
Tiedemann Advisors
New York
|
$369K
|
–
|
–
|
–
|
|
|
252
|
Private Management Group
Irvine,
California
|
$364K
|
–
|
–
|
–
|
|
|
253
|
Westwood Wealth Management
Los Angeles,
California
|
$363K
|
+$435
|
+9
|
+0.1%
|
|
|
254
|
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
|
$363K
|
+$358K
|
+7,406
|
New
|
|
|
255
|
Eagle Bay Advisors
New York
|
$362K
|
–
|
–
|
–
|
|
|
256
|
Grandfield & Dodd
New York
|
$360K
|
–
|
–
|
–
|
|
|
257
|
Private Portfolio Partners
Paramus,
New Jersey
|
$354K
|
–
|
–
|
–
|
|
|
258
|
Frank Rimerman Advisors
Palo Alto,
California
|
$352K
|
–
|
–
|
–
|
|
|
259
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$336K
|
–
|
–
|
–
|
|
|
260
|
Evercore Wealth Management
New York
|
$333K
|
–
|
–
|
–
|
|
|
261
|
Versant Capital Management
Phoenix,
Arizona
|
$333K
|
+$435
|
+9
|
+0.1%
|
|
|
262
|
Whittier Trust
South Pasadena,
California
|
$326K
|
–
|
–
|
–
|
|
|
263
|
Wealthspire Advisors (New York)
New York
|
$322K
|
+$61.3K
|
+1,268
|
+24%
|
|
|
264
|
Eaton Vance Management
Boston,
Massachusetts
|
$321K
|
-$4.25K
|
-88
|
-1%
|
|
|
265
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$319K
|
-$43.5K
|
-900
|
-12%
|
|
|
266
|
GSB Wealth Management
Guilford,
Connecticut
|
$319K
|
–
|
–
|
–
|
|
|
267
|
Gradient Investments
Arden Hills,
Minnesota
|
$317K
|
–
|
–
|
–
|
|
|
268
|
One Capital Management
Westlake Village,
California
|
$313K
|
–
|
–
|
–
|
|
|
269
|
Portfolio Solutions
Royal Oak,
Michigan
|
$310K
|
-$20.7K
|
-428
|
-6%
|
|
|
270
|
|
$307K
|
–
|
–
|
–
|
|
|
271
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$307K
|
+$677
|
+14
|
+0.2%
|
|
|
272
|
Aspiriant LLC
Los Angeles,
California
|
$304K
|
-$119K
|
-2,467
|
-28%
|
|
|
273
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$303K
|
–
|
–
|
–
|
|
|
274
|
|
$303K
|
+$299K
|
+6,191
|
New
|
|
|
275
|
HB Wealth Management
Atlanta,
Georgia
|
$302K
|
+$58.6K
|
+1,213
|
+25%
|
|
