|
51
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$497K
|
+$498K
|
+6,600
|
New
|
|
|
52
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$493K
|
–
|
–
|
–
|
|
|
53
|
Mutual Advisors
Omaha,
Nebraska
|
$457K
|
-$19.3K
|
-256
|
-4%
|
|
|
54
|
Permanent Capital Management
Chicago,
Illinois
|
$433K
|
-$45.4K
|
-602
|
-9%
|
|
|
55
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$418K
|
+$12.2K
|
+162
|
+3%
|
|
|
56
|
VERITY Wealth Advisors
Sausalito,
United States
|
$406K
|
–
|
–
|
–
|
|
|
57
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$363K
|
–
|
–
|
–
|
|
|
58
|
Sharp Financial Services
Horsham,
Pennsylvania
|
$358K
|
+$8.6K
|
+114
|
+2%
|
|
|
59
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$343K
|
+$19.5K
|
+259
|
+6%
|
|
|
60
|
Jones Financial Companies
Des Peres,
Missouri
|
$322K
|
+$90.8K
|
+1,203
|
+39%
|
|
|
61
|
Heritage Financial Services
Westwood,
Massachusetts
|
$320K
|
–
|
–
|
–
|
|
|
62
|
Neuberger Berman Group
New York
|
$275K
|
–
|
–
|
–
|
|
|
63
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$255K
|
-$1.45M
|
-19,262
|
-85%
|
|
|
64
|
Oppenheimer & Co
New York
|
$253K
|
–
|
–
|
–
|
|
|
65
|
Greenspring Advisors
Towson,
Maryland
|
$251K
|
+$252K
|
+3,339
|
New
|
|
|
66
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$250K
|
+$48.7K
|
+645
|
+24%
|
|
|
67
|
Evergreen Capital Management
Bellevue,
Washington
|
$248K
|
+$249K
|
+3,298
|
New
|
|
|
68
|
Citadel Advisors
Miami,
Florida
|
$240K
|
+$241K
|
+3,195
|
New
|
|
|
69
|
Pathstone Holdings
Englewood,
New Jersey
|
$223K
|
–
|
–
|
–
|
|
|
70
|
Members Wealth
Media,
Pennsylvania
|
$220K
|
+$2.72K
|
+36
|
+1%
|
|
|
71
|
KeyBank National Association
Cleveland,
Ohio
|
$216K
|
–
|
–
|
–
|
|
|
72
|
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
|
$211K
|
–
|
–
|
–
|
|
|
73
|
DZ Bank
Frankfurt Am Main,
Germany
|
$164K
|
-$87.3K
|
-1,157
|
-35%
|
|
|
74
|
Kestra Advisory Services
Austin,
Texas
|
$114K
|
+$114K
|
+1,512
|
New
|
|
|
75
|
Rockefeller Capital Management
New York
|
$104K
|
+$151
|
+2
|
+0.1%
|
|
