|
201
|
Daniels + Tansey
Wilmington,
Delaware
|
$5.48M
|
-$982K
|
-14,568
|
-15%
|
|
|
202
|
Tolleson Wealth Management
Dallas,
Texas
|
$5.46M
|
–
|
–
|
–
|
|
|
203
|
Domani Wealth
Lancaster,
Pennsylvania
|
$5.45M
|
+$783K
|
+11,605
|
+17%
|
|
|
204
|
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
$5.35M
|
+$5.35M
|
+79,300
|
New
|
|
|
205
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$5.21M
|
-$309K
|
-4,578
|
-6%
|
|
|
206
|
Orin Green Financial
San Diego,
California
|
$5.11M
|
-$199K
|
-2,953
|
-4%
|
|
|
207
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$5.03M
|
-$98.2K
|
-1,457
|
-2%
|
|
|
208
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$5.03M
|
+$81.4K
|
+1,207
|
+2%
|
|
|
209
|
TD Private Client Wealth
New York
|
$5.03M
|
+$2.08M
|
+30,884
|
+71%
|
|
|
210
|
Sutton Wealth Advisors
Tampa,
Florida
|
$4.94M
|
+$471K
|
+6,980
|
+11%
|
|
|
211
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$4.86M
|
-$92.4K
|
-1,370
|
-2%
|
|
|
212
|
Level Four Advisory Services
Dallas,
Texas
|
$4.86M
|
+$211K
|
+3,128
|
+5%
|
|
|
213
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$4.8M
|
+$4.8M
|
+71,178
|
New
|
|
|
214
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$4.79M
|
+$4.79M
|
+71,038
|
New
|
|
|
215
|
Carret Asset Management
New York
|
$4.79M
|
-$15.4K
|
-228
|
-0.3%
|
|
|
216
|
BG Investment Services
Hagatna,
Guam
|
$4.77M
|
+$177K
|
+2,625
|
+4%
|
|
|
217
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$4.73M
|
+$263K
|
+3,901
|
+6%
|
|
|
218
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$4.65M
|
-$174K
|
-2,575
|
-4%
|
|
|
219
|
JSF Financial
Los Angeles,
California
|
$4.65M
|
+$334K
|
+4,960
|
+8%
|
|
|
220
|
United Capital Financial Advisors
Irving,
Texas
|
$4.63M
|
+$698K
|
+10,350
|
+18%
|
|
|
221
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$4.62M
|
-$1.4M
|
-20,770
|
-23%
|
|
|
222
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$4.62M
|
+$117K
|
+1,738
|
+3%
|
|
|
223
|
Knightsbridge Asset Management
Newport Beach,
California
|
$4.58M
|
-$29.7K
|
-440
|
-0.6%
|
|
|
224
|
Select Equity Group
New York
|
$4.58M
|
+$4.23M
|
+62,685
|
+1,211%
|
|
|
225
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$4.55M
|
+$764K
|
+11,335
|
+20%
|
|
