|
51
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$865K
|
+$870K
|
+31,689
|
New
|
|
|
52
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$816K
|
+$375K
|
+13,669
|
+84%
|
|
|
53
|
Level Financial Advisors
East Amherst,
New York
|
$741K
|
+$745K
|
+27,136
|
New
|
|
|
54
|
Equitable Holdings
New York
|
$737K
|
+$4.94K
|
+180
|
+0.7%
|
|
|
55
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$681K
|
+$42.3K
|
+1,543
|
+7%
|
|
|
56
|
NEPC LLC
Boston,
Massachusetts
|
$671K
|
+$547K
|
+19,928
|
+426%
|
|
|
57
|
Whittier Trust
South Pasadena,
California
|
$644K
|
-$253K
|
-9,202
|
-28%
|
|
|
58
|
William Blair & Company
Chicago,
Illinois
|
$627K
|
-$5.74K
|
-209
|
-0.9%
|
|
|
59
|
Park Avenue Securities
New York
|
$615K
|
+$20.8K
|
+757
|
+3%
|
|
|
60
|
Rathbones Group
Liverpool,
United Kingdom
|
$606K
|
-$86.4K
|
-3,150
|
-12%
|
|
|
61
|
Baker Avenue Asset Management
San Francisco,
California
|
$600K
|
+$5.21K
|
+190
|
+0.9%
|
|
|
62
|
HighTower Advisors
Chicago,
Illinois
|
$597K
|
-$252K
|
-9,170
|
-30%
|
|
|
63
|
Bigelow Investment Advisors
Portland,
Maine
|
$578K
|
-$65.3K
|
-2,380
|
-10%
|
|
|
64
|
MML Investors Services
Springfield,
Massachusetts
|
$566K
|
+$169K
|
+6,160
|
+42%
|
|
|
65
|
Trilogy Capital
Irvine,
California
|
$565K
|
+$14.4K
|
+523
|
+3%
|
|
|
66
|
CIBC World Market
Toronto,
Ontario, Canada
|
$546K
|
–
|
–
|
–
|
|
|
67
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$536K
|
+$538K
|
+19,606
|
New
|
|
|
68
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$535K
|
–
|
–
|
–
|
|
|
69
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$532K
|
+$151K
|
+5,502
|
+39%
|
|
|
70
|
Neumann Capital Management
Foster City,
California
|
$525K
|
+$8.23K
|
+300
|
+2%
|
|
|
71
|
Cobblestone Capital Advisors
Rochester,
New York
|
$522K
|
+$45.6K
|
+1,661
|
+10%
|
|
|
72
|
Rockefeller Capital Management
New York
|
$496K
|
+$3.6K
|
+131
|
+0.7%
|
|
|
73
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$487K
|
-$39.9K
|
-1,454
|
-8%
|
|
|
74
|
Astoria Portfolio Advisors
New York
|
$484K
|
+$487K
|
+17,751
|
New
|
|
|
75
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$482K
|
-$39.7K
|
-1,445
|
-8%
|
|
