|
301
|
Sentinel Trust
Houston,
Texas
|
$18.4M
|
-$15.5K
|
-278
|
-0.1%
|
|
|
302
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$18.3M
|
+$388K
|
+6,957
|
+2%
|
|
|
303
|
Bank of Hawaii
Honolulu,
Hawaii
|
$18.3M
|
–
|
–
|
–
|
|
|
304
|
William Blair & Company
Chicago,
Illinois
|
$18.2M
|
+$1.01M
|
+18,081
|
+6%
|
|
|
305
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$18.1M
|
-$507K
|
-9,090
|
-3%
|
|
|
306
|
Washington Trust
Westerly,
Rhode Island
|
$18.1M
|
+$84.8K
|
+1,519
|
+0.5%
|
|
|
307
|
Prudential Financial
Newark,
New Jersey
|
$18M
|
+$12.5M
|
+223,700
|
+293%
|
|
|
308
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$18M
|
+$23.4K
|
+420
|
+0.1%
|
|
|
309
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$18M
|
-$239K
|
-4,292
|
-1%
|
|
|
310
|
Strategic Advocates
Logan,
Utah
|
$18M
|
+$129K
|
+2,307
|
+0.8%
|
|
|
311
|
Global Retirement Partners
San Rafael,
California
|
$17.9M
|
+$16.7M
|
+299,000
|
New
|
|
|
312
|
High Falls Advisors
Rochester,
New York
|
$17.9M
|
+$7.76M
|
+139,096
|
+87%
|
|
|
313
|
Coldstream Capital Management
Bellevue,
Washington
|
$17.9M
|
-$26.3K
|
-472
|
-0.2%
|
|
|
314
|
Running Point Capital Advisors
El Segundo,
California
|
$17.4M
|
-$174K
|
-3,116
|
-1%
|
|
|
315
|
Midwest Trust
Overland Park,
Kansas
|
$17.3M
|
+$16.1M
|
+288,977
|
New
|
|
|
316
|
Physician Wealth Advisors
Midvale,
Utah
|
$17.2M
|
+$7.39M
|
+132,361
|
+86%
|
|
|
317
|
Custos Family Office
Austin,
Texas
|
$17.2M
|
-$2.14M
|
-38,408
|
-12%
|
|
|
318
|
Fiducient Advisors
Chicago,
Illinois
|
$16.9M
|
+$2.05M
|
+36,707
|
+15%
|
|
|
319
|
Scotia Capital
Toronto,
Ontario, Canada
|
$16.8M
|
-$151K
|
-2,698
|
-1%
|
|
|
320
|
Tarbox Family Office
Newport Beach,
California
|
$16.6M
|
-$264K
|
-4,726
|
-2%
|
|
|
321
|
Glenmede Investment Management
Philadelphia,
Pennsylvania
|
$16.6M
|
+$15.5M
|
+276,968
|
New
|
|
|
322
|
Capitolis Liquid Global Markets
New York
|
$16.2M
|
-$16.4M
|
-293,700
|
-52%
|
|
|
323
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$16.2M
|
-$5.9M
|
-105,686
|
-28%
|
|
|
324
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$16.1M
|
+$403K
|
+7,225
|
+3%
|
|
|
325
|
Condor Capital Management
Martinsville,
New Jersey
|
$16.1M
|
-$103K
|
-1,842
|
-0.7%
|
|
