|
176
|
Bluesphere Advisors
East Norriton,
Pennsylvania
|
$15.8M
|
+$1.18M
|
+20,096
|
+7%
|
|
|
177
|
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
$15.8M
|
+$17.6M
|
+300,000
|
New
|
|
|
178
|
MetLife Investment Management
Whippany,
New Jersey
|
$15.5M
|
-$8.28M
|
-140,800
|
-32%
|
|
|
179
|
Surevest
Los Angeles,
California
|
$15.4M
|
+$933K
|
+15,868
|
+6%
|
|
|
180
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$15.4M
|
+$176K
|
+2,996
|
+1%
|
|
|
181
|
Financial Engines Advisors
Santa Clara,
California
|
$15.3M
|
+$7M
|
+119,096
|
+69%
|
|
|
182
|
EP Wealth Advisors
Torrance,
California
|
$15.2M
|
-$8.6M
|
-146,268
|
-34%
|
|
|
183
|
Southern Wealth Management
Dallas,
Texas
|
$15.1M
|
+$2.23M
|
+37,956
|
+16%
|
|
|
184
|
Stone Asset Management
Austin,
Texas
|
$15.1M
|
+$1.52M
|
+25,848
|
+10%
|
|
|
185
|
FDx Advisors
Chicago,
Illinois
|
$14.9M
|
-$3.94M
|
-67,036
|
-19%
|
|
|
186
|
Newport Capital Group
Red Bank,
New Jersey
|
$14.7M
|
+$8.04M
|
+136,720
|
+99%
|
|
|
187
|
Jasper Ridge Partners
Menlo Park,
California
|
$14.7M
|
–
|
–
|
–
|
|
|
188
|
Mission Wealth Management
Santa Barbara,
California
|
$14.5M
|
+$3.64M
|
+61,832
|
+29%
|
|
|
189
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$14.5M
|
-$6.23M
|
-105,916
|
-28%
|
|
|
190
|
Evercore Wealth Management
New York
|
$14.3M
|
-$320K
|
-5,436
|
-2%
|
|
|
191
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$14.2M
|
-$777K
|
-13,212
|
-5%
|
|
|
192
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$14.2M
|
+$42.6K
|
+724
|
+0.3%
|
|
|
193
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$14.1M
|
+$10.4M
|
+176,380
|
+192%
|
|
|
194
|
Oppenheimer Asset Management
New York
|
$14.1M
|
+$7.35M
|
+125,028
|
+87%
|
|
|
195
|
Summit Wealth Partners
Orlando,
Florida
|
$14.1M
|
-$916K
|
-15,584
|
-5%
|
|
|
196
|
BTC Capital Management
Des Moines,
Iowa
|
$14M
|
+$412K
|
+7,004
|
+3%
|
|
|
197
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$13.9M
|
+$562K
|
+9,556
|
+4%
|
|
|
198
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$13.8M
|
-$574K
|
-9,764
|
-4%
|
|
|
199
|
Park Avenue Securities
New York
|
$13.7M
|
+$1.12M
|
+19,040
|
+8%
|
|
|
200
|
J. Safra Asset Management
New York
|
$13.7M
|
-$110M
|
-1,876,000
|
-88%
|
|
