|
151
|
Kalos Management
Alpharetta,
Georgia
|
$513K
|
-$22.7K
|
-620
|
-4%
|
|
|
152
|
Affiance Financial
St. Louis Park,
Minnesota
|
$512K
|
–
|
–
|
–
|
|
|
153
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$511K
|
+$1.17K
|
+32
|
+0.2%
|
|
|
154
|
Beach Investment Counsel
West Conshohocken,
Pennsylvania
|
$510K
|
–
|
–
|
–
|
|
|
155
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$500K
|
-$35K
|
-956
|
-7%
|
|
|
156
|
Parallel Advisors
San Francisco,
California
|
$488K
|
+$2.05K
|
+56
|
+0.5%
|
|
|
157
|
KCM Investment Advisors
Greenbrae,
California
|
$467K
|
+$118K
|
+3,216
|
+35%
|
|
|
158
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$465K
|
–
|
–
|
–
|
|
|
159
|
Carret Asset Management
New York
|
$453K
|
-$9.53K
|
-260
|
-2%
|
|
|
160
|
Joel Isaacson & Co
New York
|
$450K
|
–
|
–
|
–
|
|
|
161
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$449K
|
-$35.2K
|
-960
|
-7%
|
|
|
162
|
Dowling & Yahnke
San Diego,
California
|
$446K
|
–
|
–
|
–
|
|
|
163
|
William Blair & Company
Chicago,
Illinois
|
$439K
|
+$91K
|
+2,484
|
+27%
|
|
|
164
|
Boston Family Office
Boston,
Massachusetts
|
$420K
|
–
|
–
|
–
|
|
|
165
|
Global Financial Private Capital
Sarasota,
Florida
|
$413K
|
+$404K
|
+11,032
|
New
|
|
|
166
|
Endurance Wealth Management
Providence,
Rhode Island
|
$411K
|
–
|
–
|
–
|
|
|
167
|
Raymond James Trust
St. Petersburg,
Florida
|
$405K
|
+$24.9K
|
+680
|
+7%
|
|
|
168
|
Barber Financial Group
Lenexa,
Kansas
|
$400K
|
-$47K
|
-1,284
|
-11%
|
|
|
169
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$385K
|
-$2.93K
|
-80
|
-0.8%
|
|
|
170
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$370K
|
+$362K
|
+9,880
|
New
|
|
|
171
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$363K
|
–
|
–
|
–
|
|
|
172
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$362K
|
-$46.2K
|
-1,260
|
-12%
|
|
|
173
|
Brown Advisory
Baltimore,
Maryland
|
$354K
|
+$136K
|
+3,716
|
+65%
|
|
|
174
|
Chesley Taft & Associates
Chicago,
Illinois
|
$352K
|
–
|
–
|
–
|
|
|
175
|
Crow Point Partners
Boston,
Massachusetts
|
$348K
|
+$343K
|
+9,356
|
New
|
|
