|
101
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$365K
|
+$372K
|
+3,565
|
New
|
|
|
102
|
Ballentine Partners
Waltham,
Massachusetts
|
$365K
|
-$124K
|
-1,192
|
-25%
|
|
|
103
|
Wealth Architects
Mountain View,
California
|
$358K
|
-$2.92K
|
-28
|
-0.8%
|
|
|
104
|
Mercer Global Advisors
Denver,
Colorado
|
$340K
|
-$88.2K
|
-845
|
-20%
|
|
|
105
|
Lindbrook Capital
Calabasas,
California
|
$327K
|
+$7.1K
|
+68
|
+2%
|
|
|
106
|
WrapManager Inc
Mill Valley,
California
|
$324K
|
-$7.93K
|
-76
|
-2%
|
|
|
107
|
Schroder Investment Management Group
London,
United Kingdom
|
$320K
|
+$326K
|
+3,120
|
New
|
|
|
108
|
Shilanski & Associates
Anchorage,
Alaska
|
$311K
|
-$15.5K
|
-148
|
-5%
|
|
|
109
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$297K
|
-$320K
|
-3,066
|
-51%
|
|
|
110
|
West Family Investments
Carlsbad,
California
|
$294K
|
+$3.34K
|
+32
|
+1%
|
|
|
111
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$290K
|
+$2.92K
|
+28
|
+1%
|
|
|
112
|
Pacer Advisors
Malvern,
Pennsylvania
|
$289K
|
+$31.7K
|
+304
|
+12%
|
|
|
113
|
SVB Wealth
Boston,
Massachusetts
|
$283K
|
-$16.2K
|
-155
|
-5%
|
|
|
114
|
Claro Advisors
Boston,
Massachusetts
|
$266K
|
+$271K
|
+2,594
|
New
|
|
|
115
|
Americana Partners
Houston,
Texas
|
$254K
|
+$260K
|
+2,487
|
New
|
|
|
116
|
Personal CFO Solutions
Chester,
New Jersey
|
$241K
|
-$44.6K
|
-427
|
-15%
|
|
|
117
|
Janiczek Wealth Management
Denver,
Colorado
|
$230K
|
–
|
–
|
–
|
|
|
118
|
Bank of New York Mellon
New York
|
$224K
|
-$168K
|
-1,609
|
-42%
|
|
|
119
|
Foster Group
West Des Moines,
Iowa
|
$222K
|
+$226K
|
+2,168
|
New
|
|
|
120
|
Bessemer Group
Woodbridge,
New Jersey
|
$221K
|
-$37.1K
|
-355
|
-14%
|
|
|
121
|
Aprio Wealth Management
Atlanta,
Georgia
|
$218K
|
+$222K
|
+2,129
|
New
|
|
|
122
|
Portside Wealth Group
Provo,
Utah
|
$206K
|
+$210K
|
+2,013
|
New
|
|
|
123
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$167K
|
-$5.01K
|
-48
|
-3%
|
|
|
124
|
Blue Trust Inc
Alpharetta,
Georgia
|
$138K
|
+$28.5K
|
+273
|
+17%
|
|
|
125
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$118K
|
-$3.86K
|
-37
|
-3%
|
|
