|
301
|
Balentine LLC
Atlanta,
Georgia
|
$78.5M
|
-$1.95M
|
-4,360
|
-3%
|
|
|
302
|
Unique Wealth
Clearwater,
Florida
|
$78.3M
|
+$11.6M
|
+25,827
|
+19%
|
|
|
303
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$78M
|
+$3.31M
|
+7,405
|
+5%
|
|
|
304
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$77.9M
|
-$1.23M
|
-2,756
|
-2%
|
|
|
305
|
SigFig Wealth Management
San Francisco,
California
|
$77.5M
|
-$12.4M
|
-27,678
|
-15%
|
|
|
306
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$77.3M
|
+$2.33M
|
+5,208
|
+3%
|
|
|
307
|
Arvest Trust
Bartlesville,
Oklahoma
|
$76.7M
|
-$1.7M
|
-3,807
|
-2%
|
|
|
308
|
Cisco Systems
San Jose,
California
|
$76.4M
|
–
|
–
|
–
|
|
|
309
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$76M
|
+$26.8M
|
+59,902
|
+60%
|
|
|
310
|
BSW Wealth Partners
Boulder,
Colorado
|
$75.5M
|
+$1.5M
|
+3,342
|
+2%
|
|
|
311
|
M Holdings Securities
Portland,
Oregon
|
$73.9M
|
+$1.93M
|
+4,310
|
+3%
|
|
|
312
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$72.5M
|
+$3.23M
|
+7,215
|
+5%
|
|
|
313
|
WhitTier Trust Company
Reno,
Nevada
|
$72.2M
|
-$1.46M
|
-3,253
|
-2%
|
|
|
314
|
Aspiriant LLC
Los Angeles,
California
|
$71.9M
|
+$6.79M
|
+15,179
|
+11%
|
|
|
315
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$71.7M
|
-$77.7M
|
-173,554
|
-54%
|
|
|
316
|
Smith Anglin Financial
Dallas,
Texas
|
$71.7M
|
+$551K
|
+1,230
|
+0.8%
|
|
|
317
|
Integrated Advisors Network
Dallas,
Texas
|
$71.6M
|
+$2.09M
|
+4,663
|
+3%
|
|
|
318
|
Callan Family Office
Radnor,
Pennsylvania
|
$71.5M
|
-$7.96M
|
-17,795
|
-11%
|
|
|
319
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$71.4M
|
-$72.5M
|
-161,867
|
-52%
|
|
|
320
|
Iconiq Capital
San Francisco,
California
|
$71.3M
|
-$10.9M
|
-24,419
|
-62%
|
|
|
321
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$71.2M
|
-$1.21M
|
-2,712
|
-2%
|
|
|
322
|
Ironclad Investments
Maitland,
Florida
|
$71.1M
|
+$66.6M
|
+148,775
|
New
|
|
|
323
|
Physician Wealth Advisors
Midvale,
Utah
|
$70.4M
|
-$634K
|
-1,417
|
-1%
|
|
|
324
|
Tortoise Investment Management
White Plains,
New York
|
$70.3M
|
-$748K
|
-1,672
|
-1%
|
|
|
325
|
Graypoint LLC
Albany,
New York
|
$70.3M
|
+$10.6M
|
+23,790
|
+19%
|
|
