|
151
|
SVB Wealth
Boston,
Massachusetts
|
$310K
|
+$7.35K
|
+71
|
+2%
|
|
|
152
|
Raymond James Trust
St. Petersburg,
Florida
|
$308K
|
-$74K
|
-715
|
-19%
|
|
|
153
|
Truepoint Inc
Cincinnati,
Ohio
|
$307K
|
–
|
–
|
–
|
|
|
154
|
Asset Management One
Tokyo,
Japan
|
$304K
|
+$4.14K
|
+40
|
+1%
|
|
|
155
|
Creative Financial Designs
Kokomo,
Indiana
|
$302K
|
-$10.9K
|
-105
|
-3%
|
|
|
156
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$301K
|
-$72.7K
|
-702
|
-19%
|
|
|
157
|
Pin Oak Investment Advisors
Houston,
Texas
|
$299K
|
–
|
–
|
–
|
|
|
158
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$298K
|
–
|
–
|
–
|
|
|
159
|
Global Financial Private Client
Sarasota,
Florida
|
$295K
|
+$299K
|
+2,889
|
New
|
|
|
160
|
Hancock Whitney
Gulfport,
Mississippi
|
$294K
|
+$298K
|
+2,880
|
New
|
|
|
161
|
Managed Account Services
Coconut Grove,
Florida
|
$290K
|
–
|
–
|
–
|
|
|
162
|
TownSquare Capital
Provo,
Utah
|
$290K
|
–
|
–
|
–
|
|
|
163
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$287K
|
-$29.5K
|
-285
|
-9%
|
|
|
164
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$287K
|
+$152K
|
+1,469
|
+110%
|
|
|
165
|
IndexIQ Advisors
New York
|
$286K
|
+$268K
|
+2,588
|
+1,187%
|
|
|
166
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$283K
|
–
|
–
|
–
|
|
|
167
|
Armbruster Capital Management
Pittsford,
New York
|
$281K
|
–
|
–
|
–
|
|
|
168
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$278K
|
–
|
–
|
–
|
|
|
169
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$275K
|
–
|
–
|
–
|
|
|
170
|
Hobart Private Capital
Charlotte,
North Carolina
|
$269K
|
-$94.1K
|
-909
|
-26%
|
|
|
171
|
CreativeOne Wealth
Overland Park,
Kansas
|
$268K
|
+$271K
|
+2,620
|
New
|
|
|
172
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$267K
|
+$1.55K
|
+15
|
+0.6%
|
|
|
173
|
EP Wealth Advisors
Torrance,
California
|
$260K
|
-$39.7K
|
-384
|
-13%
|
|
|
174
|
Baker Avenue Asset Management
San Francisco,
California
|
$256K
|
–
|
–
|
–
|
|
|
175
|
Pictet Asset Management (UK)
London,
United Kingdom
|
$245K
|
–
|
–
|
–
|
|
