|
151
|
Disciplined Investments
Tulsa,
Oklahoma
|
$2.03M
|
+$273K
|
+6,202
|
+17%
|
|
|
152
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$1.98M
|
+$33.2K
|
+754
|
+2%
|
|
|
153
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$1.91M
|
+$1.78M
|
+40,398
|
New
|
|
|
154
|
Rockefeller Capital Management
New York
|
$1.89M
|
+$1.38M
|
+31,379
|
+363%
|
|
|
155
|
BBVA USA Bancshares
Houston,
Texas
|
$1.89M
|
-$139K
|
-3,154
|
-7%
|
|
|
156
|
Pitcairn
Conshohocken,
Pennsylvania
|
$1.88M
|
+$821K
|
+18,615
|
+88%
|
|
|
157
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$1.86M
|
+$759K
|
+17,213
|
+78%
|
|
|
158
|
HSBC Holdings
London,
United Kingdom
|
$1.84M
|
-$12.4K
|
-282
|
-0.7%
|
|
|
159
|
Wealth Alliance
Mellville,
New York
|
$1.79M
|
-$33.7K
|
-764
|
-2%
|
|
|
160
|
Collective Family Office
York,
Pennsylvania
|
$1.74M
|
+$1.62M
|
+36,794
|
New
|
|
|
161
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$1.68M
|
-$211K
|
-4,776
|
-12%
|
|
|
162
|
MayTech Global Investments
New York
|
$1.65M
|
+$1.54M
|
+35,000
|
New
|
|
|
163
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$1.62M
|
-$308K
|
-6,994
|
-17%
|
|
|
164
|
RNC Capital Management
Los Angeles,
California
|
$1.61M
|
-$55.1K
|
-1,250
|
-4%
|
|
|
165
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$1.57M
|
+$1.46M
|
+33,181
|
New
|
|
|
166
|
Neumann Capital Management
Foster City,
California
|
$1.55M
|
-$180K
|
-4,080
|
-11%
|
|
|
167
|
North Star Investment Management
Chicago,
Illinois
|
$1.53M
|
-$21.5K
|
-487
|
-1%
|
|
|
168
|
Kestra Advisory Services
Austin,
Texas
|
$1.38M
|
+$4.45K
|
+101
|
+0.3%
|
|
|
169
|
Mercer Global Advisors
Denver,
Colorado
|
$1.35M
|
+$290K
|
+6,574
|
+30%
|
|
|
170
|
Financial Engines Advisors
Santa Clara,
California
|
$1.32M
|
-$2.95K
|
-67
|
-0.2%
|
|
|
171
|
Icon Wealth Partners
Houston,
Texas
|
$1.31M
|
–
|
–
|
–
|
|
|
172
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$1.3M
|
–
|
–
|
–
|
|
|
173
|
TownSquare Capital
Provo,
Utah
|
$1.29M
|
+$208K
|
+4,718
|
+21%
|
|
|
174
|
Valeo Financial Advisors
Carmel,
Indiana
|
$1.28M
|
+$1.1M
|
+25,062
|
+1,229%
|
|
|
175
|
Foster Group
West Des Moines,
Iowa
|
$1.27M
|
+$1.19M
|
+26,901
|
New
|
|
