|
101
|
Mission Wealth Management
Santa Barbara,
California
|
$432K
|
+$53.2K
|
+2,137
|
+14%
|
|
|
102
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$416K
|
+$20.8K
|
+837
|
+5%
|
|
|
103
|
Eaton Vance Management
Boston,
Massachusetts
|
$407K
|
+$57.2K
|
+2,299
|
+17%
|
|
|
104
|
Pacer Advisors
Malvern,
Pennsylvania
|
$392K
|
-$20.8K
|
-835
|
-5%
|
|
|
105
|
WCM Investment Management
Laguna Beach,
California
|
$378K
|
+$113K
|
+4,529
|
+43%
|
|
|
106
|
Whittier Trust
South Pasadena,
California
|
$375K
|
+$14K
|
+564
|
+4%
|
|
|
107
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$369K
|
+$24.3K
|
+975
|
+7%
|
|
|
108
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$357K
|
+$7.91K
|
+318
|
+2%
|
|
|
109
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$353K
|
-$4.18K
|
-168
|
-1%
|
|
|
110
|
Checchi Capital Advisers
Beverly Hills,
California
|
$348K
|
+$33.6K
|
+1,351
|
+11%
|
|
|
111
|
FourThought Financial
Venice,
Florida
|
$345K
|
+$32.2K
|
+1,293
|
+10%
|
|
|
112
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$329K
|
+$41.2K
|
+1,654
|
+15%
|
|
|
113
|
Cresset Asset Management
Chicago,
Illinois
|
$317K
|
+$314K
|
+12,608
|
New
|
|
|
114
|
HighTower Advisors
Chicago,
Illinois
|
$314K
|
+$17.7K
|
+711
|
+6%
|
|
|
115
|
Bailard
Foster City,
California
|
$311K
|
+$25.4K
|
+1,022
|
+9%
|
|
|
116
|
Veritable
Wilmington,
Delaware
|
$293K
|
–
|
–
|
–
|
|
|
117
|
Ballentine Partners
Waltham,
Massachusetts
|
$289K
|
-$4.9K
|
-197
|
-2%
|
|
|
118
|
Rock Point Advisors
Burlington,
Vermont
|
$288K
|
-$6.05K
|
-243
|
-2%
|
|
|
119
|
Freedom Investment Management
Hartford,
Connecticut
|
$279K
|
-$305K
|
-12,250
|
-52%
|
|
|
120
|
Martin Investment Management
Palm Beach Gardens,
Florida
|
$276K
|
+$273K
|
+10,982
|
New
|
|
|
121
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$268K
|
–
|
–
|
–
|
|
|
122
|
TD Private Client Wealth
New York
|
$264K
|
-$25.7K
|
-1,033
|
-9%
|
|
|
123
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$244K
|
+$173K
|
+6,936
|
+249%
|
|
|
124
|
Franklin Resources
San Mateo,
California
|
$243K
|
+$30.6K
|
+1,228
|
+15%
|
|
|
125
|
Advisory Research
Chicago,
Illinois
|
$241K
|
-$302K
|
-12,135
|
-56%
|
|
