|
201
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$424K
|
+$426K
|
+3,970
|
New
|
|
|
202
|
FC Advisory
West Chester,
Pennsylvania
|
$418K
|
-$27.1K
|
-253
|
-6%
|
|
|
203
|
NBT Bank
Norwich,
New York
|
$416K
|
–
|
–
|
–
|
|
|
204
|
Tactive Advisors
Jacksonville,
Florida
|
$410K
|
+$8.26K
|
+77
|
+2%
|
|
|
205
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$401K
|
+$84.5K
|
+788
|
+27%
|
|
|
206
|
Sanders Morris Harris
Houston,
Texas
|
$373K
|
+$375K
|
+3,500
|
New
|
|
|
207
|
Wealthspire Advisors (New York)
New York
|
$351K
|
–
|
–
|
–
|
|
|
208
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$336K
|
+$17.2K
|
+160
|
+5%
|
|
|
209
|
Corient Private Wealth
Miami,
Florida
|
$335K
|
-$47.2K
|
-440
|
-12%
|
|
|
210
|
SageView Advisory Group
Newport Beach,
California
|
$334K
|
+$39.6K
|
+369
|
+13%
|
|
|
211
|
Donor Advised Charitable Giving
San Francisco,
California
|
$320K
|
+$99.2K
|
+925
|
+45%
|
|
|
212
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$305K
|
–
|
–
|
–
|
|
|
213
|
Guidance Capital
Lousville,
Kentucky
|
$305K
|
+$55.7K
|
+519
|
+22%
|
|
|
214
|
Hoge Financial Services
Canonsburg,
Pennsylvania
|
$303K
|
+$67.3K
|
+627
|
+28%
|
|
|
215
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$297K
|
-$27.8K
|
-259
|
-9%
|
|
|
216
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$296K
|
-$3.22K
|
-30
|
-1%
|
|
|
217
|
Lazard Asset Management
New York
|
$285K
|
–
|
–
|
–
|
|
|
218
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$285K
|
-$9.12K
|
-85
|
-3%
|
|
|
219
|
|
$267K
|
–
|
–
|
–
|
|
|
220
|
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
$262K
|
+$39.7K
|
+370
|
+18%
|
|
|
221
|
Mariner
Overland Park,
Kansas
|
$258K
|
-$279K
|
-2,598
|
-52%
|
|
|
222
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$250K
|
+$252K
|
+2,345
|
New
|
|
|
223
|
Tower Research Capital (TRC)
New York
|
$248K
|
+$250K
|
+2,328
|
New
|
|
|
224
|
Orleans Capital Management
Mandeville,
Louisiana
|
$245K
|
–
|
–
|
–
|
|
|
225
|
Mission Wealth Management
Santa Barbara,
California
|
$237K
|
+$239K
|
+2,225
|
New
|
|
