|
176
|
Massachusetts Financial Services
Boston,
Massachusetts
|
$1.42M
|
+$677K
|
+8,990
|
+87%
|
|
|
177
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.41M
|
+$166K
|
+2,210
|
+13%
|
|
|
178
|
My Legacy Advisors
Bend,
Oregon
|
$1.38M
|
+$1.41M
|
+18,760
|
New
|
|
|
179
|
OLIO Financial Planning
Mclean,
Virginia
|
$1.38M
|
+$497K
|
+6,604
|
+55%
|
|
|
180
|
Gould Asset Management
Claremont,
California
|
$1.38M
|
-$156K
|
-2,075
|
-10%
|
|
|
181
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$1.37M
|
-$38.6K
|
-512
|
-3%
|
|
|
182
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.37M
|
+$265K
|
+3,525
|
+23%
|
|
|
183
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$1.3M
|
–
|
–
|
–
|
|
|
184
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.25M
|
-$418K
|
-5,544
|
-25%
|
|
|
185
|
Relative Value Partners Group
|
$1.24M
|
+$1.27M
|
+16,811
|
New
|
|
|
186
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.22M
|
+$1.24M
|
+16,487
|
New
|
|
|
187
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$1.19M
|
-$228K
|
-3,026
|
-16%
|
|
|
188
|
SigFig Wealth Management
San Francisco,
California
|
$1.18M
|
-$416K
|
-5,522
|
-42%
|
|
|
189
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$1.18M
|
+$103K
|
+1,367
|
+9%
|
|
|
190
|
Prudential Financial
Newark,
New Jersey
|
$1.18M
|
-$1.08M
|
-14,401
|
-47%
|
|
|
191
|
Regatta Capital Group
El Segundo,
California
|
$1.18M
|
+$293K
|
+3,897
|
+32%
|
|
|
192
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$1.17M
|
-$39.2K
|
-521
|
-3%
|
|
|
193
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.16M
|
+$24.6K
|
+327
|
+2%
|
|
|
194
|
New York Life Investment Management
New York
|
$1.15M
|
-$244K
|
-3,237
|
-17%
|
|
|
195
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$1.15M
|
+$70K
|
+929
|
+6%
|
|
|
196
|
Sage Advisory Services
Austin,
Texas
|
$1.14M
|
-$518K
|
-6,880
|
-31%
|
|
|
197
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.14M
|
-$329K
|
-4,375
|
-22%
|
|
|
198
|
UMB Bank
Kansas City,
Missouri
|
$1.13M
|
–
|
–
|
–
|
|
|
199
|
WealthSource Partners
San Luis Obispo,
California
|
$1.12M
|
-$1.32M
|
-17,507
|
-54%
|
|
|
200
|
Neumann Capital Management
Foster City,
California
|
$1.12M
|
+$435K
|
+5,770
|
+61%
|
|
