|
126
|
Whittier Trust
South Pasadena,
California
|
$292K
|
–
|
–
|
–
|
|
|
127
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$292K
|
+$84.6K
|
+1,877
|
+31%
|
|
|
128
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$291K
|
+$229K
|
+5,073
|
+182%
|
|
|
129
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$289K
|
-$288K
|
-6,388
|
-45%
|
|
|
130
|
Creative Planning
Overland Park,
Kansas
|
$281K
|
-$327K
|
-7,254
|
-49%
|
|
|
131
|
Executive Wealth Group
Kirkland,
Washington
|
$278K
|
+$338K
|
+7,500
|
New
|
|
|
132
|
Abbrea Capital
Greenbrae,
California
|
$277K
|
+$55.2K
|
+1,225
|
+20%
|
|
|
133
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$276K
|
+$35.6K
|
+789
|
+12%
|
|
|
134
|
Veritable
Wilmington,
Delaware
|
$274K
|
-$106K
|
-2,361
|
-24%
|
|
|
135
|
55I LLC
Boston,
Massachusetts
|
$261K
|
+$91.9K
|
+2,038
|
+44%
|
|
|
136
|
Makena Capital Management
Menlo Park,
California
|
$255K
|
-$23.4K
|
-520
|
-7%
|
|
|
137
|
Belpointe Asset Management
Reno,
Nevada
|
$252K
|
-$16.7K
|
-371
|
-5%
|
|
|
138
|
Brown Brothers Harriman & Co
New York
|
$246K
|
-$317K
|
-7,026
|
-51%
|
|
|
139
|
Apexium Financial
Dallas,
Texas
|
$243K
|
+$296K
|
+6,561
|
New
|
|
|
140
|
William Blair & Company
Chicago,
Illinois
|
$229K
|
-$443K
|
-9,821
|
-61%
|
|
|
141
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$223K
|
+$71.2K
|
+1,580
|
+36%
|
|
|
142
|
Brighton Jones LLC
Seattle,
Washington
|
$221K
|
-$8.3K
|
-184
|
-3%
|
|
|
143
|
Macroview Investment Management
Bethesda,
Maryland
|
$213K
|
-$47.4K
|
-1,051
|
-15%
|
|
|
144
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$210K
|
–
|
–
|
–
|
|
|
145
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$207K
|
-$9.87K
|
-219
|
-4%
|
|
|
146
|
Murphy Capital Management
Bedminster,
New Jersey
|
$200K
|
-$135K
|
-3,000
|
-36%
|
|
|
147
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$182K
|
+$172K
|
+3,804
|
+346%
|
|
|
148
|
Rockefeller Capital Management
New York
|
$170K
|
+$195K
|
+4,324
|
+1,696%
|
|
|
149
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$158K
|
-$39.6K
|
-878
|
-17%
|
|
|
150
|
Next Financial Group
Houston,
Texas
|
$119K
|
-$287K
|
-6,359
|
-66%
|
|
