|
151
|
Centerpoint Advisors
Needham,
Massachusetts
|
$12.5M
|
+$214K
|
+975
|
+2%
|
|
|
152
|
Sequoia Financial Advisors
Akron,
Ohio
|
$12.1M
|
-$1.29M
|
-5,866
|
-9%
|
|
|
153
|
Jordan Park Group
San Francisco,
California
|
$12M
|
+$380K
|
+1,732
|
+3%
|
|
|
154
|
Auxano Advisors
Bellevue,
Washington
|
$11.5M
|
+$1.01M
|
+4,586
|
+9%
|
|
|
155
|
GW & Wade
Wellesley,
Massachusetts
|
$11M
|
+$1.23M
|
+5,588
|
+11%
|
|
|
156
|
Neuberger Berman Group
New York
|
$11M
|
-$37.4M
|
-170,544
|
-75%
|
|
|
157
|
Domani Wealth
Lancaster,
Pennsylvania
|
$11M
|
-$188K
|
-859
|
-2%
|
|
|
158
|
Copperwynd Financial
Scottsdale,
Arizona
|
$10.7M
|
+$96.7K
|
+441
|
+0.8%
|
|
|
159
|
Glassman Wealth Services
Vienna,
Virginia
|
$10.7M
|
+$348K
|
+1,588
|
+3%
|
|
|
160
|
Silvercrest Asset Management
New York
|
$10.5M
|
-$230K
|
-1,050
|
-2%
|
|
|
161
|
Heritage Investment Group
Pompano Beach,
Florida
|
$10.5M
|
+$2.16M
|
+9,828
|
+23%
|
|
|
162
|
Tortoise Investment Management
White Plains,
New York
|
$10.3M
|
-$11.4K
|
-52
|
-0.1%
|
|
|
163
|
Atlanta Capital Management
Atlanta,
Georgia
|
$10.2M
|
-$14.1M
|
-64,276
|
-55%
|
|
|
164
|
Franklin Resources
San Mateo,
California
|
$10.2M
|
-$72.6K
|
-331
|
-0.6%
|
|
|
165
|
Clearstead Advisors
Cleveland,
Ohio
|
$10.2M
|
-$2.27M
|
-10,336
|
-17%
|
|
|
166
|
Rice Partnership
Honolulu,
Hawaii
|
$10.1M
|
+$338K
|
+1,542
|
+3%
|
|
|
167
|
Evercore Wealth Management
New York
|
$9.99M
|
-$96.3K
|
-439
|
-0.9%
|
|
|
168
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$9.94M
|
+$98.7K
|
+450
|
+0.9%
|
|
|
169
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$9.94M
|
+$6.94M
|
+31,634
|
+169%
|
|
|
170
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$9.74M
|
-$25.7K
|
-117
|
-0.2%
|
|
|
171
|
JT Stratford LLC
Gainesville,
Georgia
|
$9.74M
|
+$776K
|
+3,537
|
+8%
|
|
|
172
|
United Capital Financial Advisors
Irving,
Texas
|
$9.71M
|
-$986K
|
-4,495
|
-8%
|
|
|
173
|
Highland Private Wealth Management
Bellevue,
Washington
|
$9.63M
|
+$1.21M
|
+5,521
|
+13%
|
|
|
174
|
Private Advisor Group
Morristown,
New Jersey
|
$9.55M
|
-$7.64M
|
-34,851
|
-42%
|
|
|
175
|
Wealthspire Advisors (New York)
New York
|
$9.39M
|
+$4.38M
|
+19,979
|
+72%
|
|
