|
1001
|
Main Management
San Francisco,
California
|
$372K
|
–
|
–
|
–
|
|
|
1002
|
Cerity Partners OCIO
New York
|
$370K
|
-$186K
|
-2,494
|
-34%
|
|
|
1003
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$367K
|
+$91.2K
|
+1,220
|
+33%
|
|
|
1004
|
SOA Wealth Advisors
New York
|
$365K
|
-$139K
|
-1,859
|
-28%
|
|
|
1005
|
Donaldson Capital Management
Evansville,
Indiana
|
$365K
|
-$389K
|
-5,200
|
-52%
|
|
|
1006
|
Charles Schwab Trust
Henderson,
Nevada
|
$364K
|
-$174K
|
-2,326
|
-32%
|
|
|
1007
|
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
$363K
|
–
|
–
|
–
|
|
|
1008
|
JT Stratford LLC
Gainesville,
Georgia
|
$363K
|
+$41.3K
|
+553
|
+13%
|
|
|
1009
|
Chicago Capital
Chicago,
Illinois
|
$362K
|
–
|
–
|
–
|
|
|
1010
|
Virtus Family Office
El Paso,
Texas
|
$362K
|
-$213K
|
-2,850
|
-37%
|
|
|
1011
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$360K
|
–
|
–
|
–
|
|
|
1012
|
Stelac Advisory Services
New York
|
$360K
|
–
|
–
|
–
|
|
|
1013
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$359K
|
+$747
|
+10
|
+0.2%
|
|
|
1014
|
TownSquare Capital
Provo,
Utah
|
$358K
|
+$356K
|
+4,767
|
New
|
|
|
1015
|
Wealthfront Advisers
Palo Alto,
California
|
$353K
|
+$351K
|
+4,699
|
New
|
|
|
1016
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$353K
|
-$18.1K
|
-242
|
-5%
|
|
|
1017
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$351K
|
+$2.99K
|
+40
|
+0.9%
|
|
|
1018
|
Signet Financial Management
Parsippany,
New Jersey
|
$348K
|
+$45.2K
|
+605
|
+15%
|
|
|
1019
|
Occidental Asset Management
Burlingame,
California
|
$348K
|
-$7.7K
|
-103
|
-2%
|
|
|
1020
|
Financial Advisory Partners
Winter Park,
Florida
|
$347K
|
–
|
–
|
–
|
|
|
1021
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$346K
|
-$136K
|
-1,824
|
-28%
|
|
|
1022
|
Guerra Pan Advisors
Montclair,
New Jersey
|
$345K
|
–
|
–
|
–
|
|
|
1023
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$345K
|
–
|
–
|
–
|
|
|
1024
|
Sheets Smith Investment Management
Houston,
Texas
|
$345K
|
+$340K
|
+4,554
|
New
|
|
|
1025
|
Silvia McColl Wealth Management
San Diego,
California
|
$345K
|
+$343K
|
+4,592
|
New
|
|
