|
151
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$686K
|
+$691K
|
+10,708
|
New
|
|
|
152
|
Millennium Management
New York
|
$675K
|
+$680K
|
+10,535
|
New
|
|
|
153
|
SageView Advisory Group
Newport Beach,
California
|
$655K
|
+$4.64K
|
+72
|
+0.7%
|
|
|
154
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$644K
|
-$13.8K
|
-214
|
-2%
|
|
|
155
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$642K
|
+$647K
|
+10,023
|
New
|
|
|
156
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$636K
|
+$1.55K
|
+24
|
+0.2%
|
|
|
157
|
Beacon Pointe Advisors
Newport Beach,
California
|
$616K
|
-$35K
|
-543
|
-5%
|
|
|
158
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$607K
|
+$122K
|
+1,884
|
+25%
|
|
|
159
|
Corient Private Wealth
Miami,
Florida
|
$601K
|
+$159K
|
+2,457
|
+35%
|
|
|
160
|
Harbour Investments
Madison,
Wisconsin
|
$593K
|
+$19.5K
|
+303
|
+3%
|
|
|
161
|
Global Retirement Partners
San Rafael,
California
|
$592K
|
+$118K
|
+1,824
|
+25%
|
|
|
162
|
Park Avenue Securities
New York
|
$592K
|
+$49.5K
|
+768
|
+9%
|
|
|
163
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$588K
|
-$53.5K
|
-830
|
-8%
|
|
|
164
|
IRON Financial
Northbrook,
Illinois
|
$540K
|
+$24.3K
|
+377
|
+5%
|
|
|
165
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$537K
|
+$27.9K
|
+432
|
+5%
|
|
|
166
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$535K
|
-$81.9K
|
-1,270
|
-13%
|
|
|
167
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$529K
|
+$581
|
+9
|
+0.1%
|
|
|
168
|
Neumann Capital Management
Foster City,
California
|
$527K
|
–
|
–
|
–
|
|
|
169
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$527K
|
–
|
–
|
–
|
|
|
170
|
Atomi Financial Group
New York
|
$526K
|
+$21.6K
|
+335
|
+4%
|
|
|
171
|
EP Wealth Advisors
Torrance,
California
|
$507K
|
+$511K
|
+7,917
|
New
|
|
|
172
|
ASL Financial
Los Gatos,
California
|
$504K
|
+$508K
|
+7,876
|
New
|
|
|
173
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$500K
|
–
|
–
|
–
|
|
|
174
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$490K
|
–
|
–
|
–
|
|
|
175
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$483K
|
+$206K
|
+3,193
|
+74%
|
|
