|
126
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$299K
|
+$7.97K
|
+1,202
|
+3%
|
|
|
127
|
Private Advisor Group
Morristown,
New Jersey
|
$299K
|
+$15K
|
+2,261
|
+7%
|
|
|
128
|
Intellectus Partners
San Francisco,
California
|
$299K
|
-$120K
|
-18,150
|
-33%
|
|
|
129
|
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
|
$285K
|
+$232K
|
+35,020
|
New
|
|
|
130
|
Modera Wealth Management
Westwood,
New Jersey
|
$285K
|
+$76.3K
|
+11,500
|
+49%
|
|
|
131
|
Fieldview Capital Management
Niles,
Michigan
|
$282K
|
+$230K
|
+34,653
|
New
|
|
|
132
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$279K
|
+$28.5K
|
+4,300
|
+14%
|
|
|
133
|
Wealthfront Advisers
Palo Alto,
California
|
$277K
|
+$135K
|
+20,298
|
+148%
|
|
|
134
|
EP Wealth Advisors
Torrance,
California
|
$272K
|
-$25.7K
|
-3,871
|
-10%
|
|
|
135
|
Envestnet Asset Management
Chicago,
Illinois
|
$259K
|
+$211K
|
+31,799
|
New
|
|
|
136
|
Duquesne Family Office
New York
|
$256K
|
+$59.7K
|
+8,997
|
+40%
|
|
|
137
|
Zurich Cantonal Bank
Zurich,
Switzerland
|
$255K
|
–
|
–
|
–
|
|
|
138
|
MAI Capital Management
Independence,
Ohio
|
$252K
|
+$109K
|
+16,444
|
+113%
|
|
|
139
|
Xponance
Philadelphia,
Pennsylvania
|
$249K
|
+$28.4K
|
+4,278
|
+16%
|
|
|
140
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$248K
|
+$68.8K
|
+10,370
|
+52%
|
|
|
141
|
Prudential Financial
Newark,
New Jersey
|
$247K
|
+$8.49K
|
+1,280
|
+4%
|
|
|
142
|
Cresset Asset Management
Chicago,
Illinois
|
$246K
|
+$201K
|
+30,272
|
New
|
|
|
143
|
SEI Investments
Oaks,
Pennsylvania
|
$244K
|
+$199K
|
+30,047
|
New
|
|
|
144
|
FullCircle Wealth
Dallas,
Texas
|
$235K
|
+$66.3K
|
+10,000
|
+48%
|
|
|
145
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$228K
|
+$10.3K
|
+1,554
|
+6%
|
|
|
146
|
Tidal Investments
Milwaukee,
Wisconsin
|
$226K
|
-$9.23K
|
-1,392
|
-5%
|
|
|
147
|
|
$200K
|
+$163K
|
+24,601
|
New
|
|
|
148
|
Watts Gwilliam & Co
Gilbert,
Arizona
|
$195K
|
+$126K
|
+19,000
|
New
|
|
|
149
|
Evercore Wealth Management
New York
|
$183K
|
–
|
–
|
–
|
|
|
150
|
LMR Partners
London,
United Kingdom
|
$182K
|
+$149K
|
+22,396
|
New
|
|
