|
201
|
Cerity Partners OCIO
New York
|
$500K
|
+$241K
|
+2,235
|
+90%
|
|
|
202
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$494K
|
-$21M
|
-194,887
|
-98%
|
|
|
203
|
Coastline Trust
Providence,
Rhode Island
|
$491K
|
-$431K
|
-4,001
|
-46%
|
|
|
204
|
Raymond James Trust
St. Petersburg,
Florida
|
$465K
|
+$181K
|
+1,680
|
+62%
|
|
|
205
|
Homrich & Berg
Atlanta,
Georgia
|
$463K
|
+$472K
|
+4,382
|
New
|
|
|
206
|
Creative Planning
Overland Park,
Kansas
|
$458K
|
+$222K
|
+2,061
|
+91%
|
|
|
207
|
Shamrock Asset Management
Dallas,
Texas
|
$436K
|
+$260K
|
+2,417
|
+142%
|
|
|
208
|
Argent Trust Co
Nashville,
Tennessee
|
$434K
|
+$15.3K
|
+142
|
+4%
|
|
|
209
|
EFG Asset Management (Americas)
Miami,
Florida
|
$433K
|
-$45K
|
-418
|
-9%
|
|
|
210
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$421K
|
+$429K
|
+3,981
|
New
|
|
|
211
|
Confluence Wealth Management
Portland,
Oregon
|
$413K
|
–
|
–
|
–
|
|
|
212
|
Argentus Capital Management
Dallas,
Texas
|
$410K
|
-$540K
|
-5,010
|
-56%
|
|
|
213
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$408K
|
+$416K
|
+3,861
|
New
|
|
|
214
|
William Blair & Company
Chicago,
Illinois
|
$395K
|
-$124K
|
-1,154
|
-24%
|
|
|
215
|
Brookstone Capital Management
Wheaton,
Illinois
|
$391K
|
-$46.1K
|
-428
|
-10%
|
|
|
216
|
D.A. Davidson & Co
Great Falls,
Montana
|
$389K
|
-$8.83K
|
-82
|
-2%
|
|
|
217
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$385K
|
+$392K
|
+3,641
|
New
|
|
|
218
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$383K
|
+$131K
|
+1,214
|
+50%
|
|
|
219
|
Klingman & Associates
New York
|
$381K
|
–
|
–
|
–
|
|
|
220
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$352K
|
+$359K
|
+3,330
|
New
|
|
|
221
|
Brinker Capital
Berwyn,
Pennsylvania
|
$347K
|
+$353K
|
+3,280
|
New
|
|
|
222
|
Northern Trust
Chicago,
Illinois
|
$346K
|
+$352K
|
+3,270
|
New
|
|
|
223
|
US Financial Advisors
Braintree,
Massachusetts
|
$345K
|
+$351K
|
+3,257
|
New
|
|
|
224
|
Rockland Trust
Hanover,
Massachusetts
|
$341K
|
+$348K
|
+3,227
|
New
|
|
|
225
|
Risk Paradigm Group
Austin,
Texas
|
$341K
|
-$1.37M
|
-12,703
|
-80%
|
|
