|
151
|
Knights of Columbus Asset Advisors
New Haven,
Connecticut
|
$525K
|
–
|
–
|
–
|
|
|
152
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$513K
|
–
|
–
|
–
|
|
|
153
|
Farther Finance Advisors
San Francisco,
California
|
$500K
|
+$27.3K
|
+515
|
+6%
|
|
|
154
|
BlackDiamond Wealth Management
New York
|
$492K
|
-$3.93K
|
-74
|
-0.8%
|
|
|
155
|
Bank of New York Mellon
New York
|
$484K
|
+$131K
|
+2,470
|
+39%
|
|
|
156
|
D.A. Davidson & Co
Great Falls,
Montana
|
$455K
|
-$425
|
-8
|
-0.1%
|
|
|
157
|
Creative Planning
Overland Park,
Kansas
|
$423K
|
+$29K
|
+547
|
+8%
|
|
|
158
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$411K
|
-$33.5K
|
-631
|
-8%
|
|
|
159
|
V-Square Quantitative Management
Chicago,
Illinois
|
$368K
|
+$355K
|
+6,682
|
New
|
|
|
160
|
Allie Family Office
Miami,
Florida
|
$361K
|
+$148K
|
+2,790
|
+74%
|
|
|
161
|
Fiduciary Financial Group
San Rafael,
California
|
$353K
|
-$637
|
-12
|
-0.2%
|
|
|
162
|
Trek Financial
Scottsdale,
Arizona
|
$339K
|
-$106K
|
-2,005
|
-25%
|
|
|
163
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$335K
|
-$4.57K
|
-86
|
-1%
|
|
|
164
|
IEQ Capital
Foster City,
California
|
$333K
|
–
|
–
|
–
|
|
|
165
|
JGP Wealth Management
Bend,
Oregon
|
$332K
|
+$73K
|
+1,375
|
+30%
|
|
|
166
|
Quantinno Capital Management
New York
|
$331K
|
-$16K
|
-302
|
-5%
|
|
|
167
|
Osborne Partners Capital Management
San Francisco,
California
|
$325K
|
–
|
–
|
–
|
|
|
168
|
Legal & General Group
London,
United Kingdom
|
$325K
|
+$313K
|
+5,900
|
New
|
|
|
169
|
Victory Capital Management
San Antonio,
Texas
|
$300K
|
-$11.3K
|
-213
|
-4%
|
|
|
170
|
WestEnd Advisors
Charlotte,
North Carolina
|
$300K
|
-$11.3K
|
-213
|
-4%
|
|
|
171
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$299K
|
+$50.7K
|
+955
|
+21%
|
|
|
172
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$298K
|
–
|
–
|
–
|
|
|
173
|
MMBG Investment Advisors
Miami,
Florida
|
$295K
|
–
|
–
|
–
|
|
|
174
|
CastleKeep Investment Advisors
Westport,
Connecticut
|
$293K
|
-$15K
|
-283
|
-5%
|
|
|
175
|
|
$284K
|
-$345K
|
-6,500
|
-56%
|
|
