|
401
|
Fiducient Advisors
Chicago,
Illinois
|
$10.2M
|
-$772K
|
-15,806
|
-7%
|
|
|
402
|
Empirical Wealth Management
Seattle,
Washington
|
$10.2M
|
-$20.4M
|
-418,494
|
-67%
|
|
|
403
|
Modera Wealth Management
Westwood,
New Jersey
|
$10.2M
|
+$887K
|
+18,162
|
+10%
|
|
|
404
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$10.2M
|
-$7.97M
|
-163,097
|
-44%
|
|
|
405
|
Oakwell Private Wealth Management
Austin,
Texas
|
$10.2M
|
+$746K
|
+15,267
|
+8%
|
|
|
406
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$10.1M
|
+$2.74M
|
+56,006
|
+37%
|
|
|
407
|
State Street
Boston,
Massachusetts
|
$9.95M
|
-$772K
|
-15,799
|
-7%
|
|
|
408
|
IndexIQ Advisors
New York
|
$9.85M
|
-$8.73M
|
-178,795
|
-47%
|
|
|
409
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$9.82M
|
-$887K
|
-18,160
|
-8%
|
|
|
410
|
Round Table Services
Westfield,
New Jersey
|
$9.8M
|
-$790K
|
-16,166
|
-7%
|
|
|
411
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$9.69M
|
+$540K
|
+11,044
|
+6%
|
|
|
412
|
|
$9.67M
|
+$1.22M
|
+24,943
|
+15%
|
|
|
413
|
Leavell Investment Management
Mobile,
Alabama
|
$9.66M
|
+$354K
|
+7,256
|
+4%
|
|
|
414
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$9.63M
|
+$1.93M
|
+39,415
|
+25%
|
|
|
415
|
Geneos Wealth Management
Englewood,
Colorado
|
$9.6M
|
-$81.5K
|
-1,669
|
-0.9%
|
|
|
416
|
Regal Investment Advisors
Kentwood,
Michigan
|
$9.56M
|
-$3.14M
|
-64,280
|
-25%
|
|
|
417
|
tru Independence
Portland,
Oregon
|
$9.5M
|
+$1.13M
|
+23,168
|
+14%
|
|
|
418
|
Bailard
Foster City,
California
|
$9.45M
|
-$154K
|
-3,145
|
-2%
|
|
|
419
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$9.45M
|
-$336K
|
-6,881
|
-3%
|
|
|
420
|
Orin Green Financial
San Diego,
California
|
$9.38M
|
+$162K
|
+3,312
|
+2%
|
|
|
421
|
JRM Investment Counsel
Omaha,
Nebraska
|
$9.36M
|
+$2.5M
|
+51,246
|
+37%
|
|
|
422
|
Valeo Financial Advisors
Carmel,
Indiana
|
$9.34M
|
-$102K
|
-2,081
|
-1%
|
|
|
423
|
Campion Asset Management
Falls Church,
Virginia
|
$9.28M
|
+$9.23M
|
+188,997
|
New
|
|
|
424
|
Global Endowment Management
Charlotte,
North Carolina
|
$9.22M
|
–
|
–
|
–
|
|
|
425
|
Nomura Asset Management
Tokyo,
Japan
|
$9.09M
|
+$489K
|
+10,000
|
+6%
|
|
