|
276
|
Cerity Partners OCIO
New York
|
$6.26M
|
-$2.07M
|
-23,523
|
-25%
|
|
|
277
|
Cliffwater
Marina Del Rey,
California
|
$6.23M
|
–
|
–
|
–
|
|
|
278
|
American Investment Services
Great Barrington,
Massachusetts
|
$6.2M
|
-$416K
|
-4,715
|
-6%
|
|
|
279
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$6.15M
|
+$289K
|
+3,282
|
+5%
|
|
|
280
|
Rainwater Charitable Foundation
Fort Worth,
Texas
|
$6.09M
|
–
|
–
|
–
|
|
|
281
|
Fiduciary Trust
Boston,
Massachusetts
|
$6.05M
|
-$408K
|
-4,622
|
-6%
|
|
|
282
|
Total Wealth Planning
Cincinnati,
Ohio
|
$6.02M
|
-$102K
|
-1,156
|
-2%
|
|
|
283
|
The Family Firm
Bethesda,
Maryland
|
$6.01M
|
-$119K
|
-1,354
|
-2%
|
|
|
284
|
Natixis Advisors
Boston,
Massachusetts
|
$6M
|
-$854K
|
-9,688
|
-13%
|
|
|
285
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$5.95M
|
-$117K
|
-1,328
|
-2%
|
|
|
286
|
|
$5.94M
|
+$5.88M
|
+66,652
|
New
|
|
|
287
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$5.91M
|
+$480K
|
+5,437
|
+9%
|
|
|
288
|
Coldstream Capital Management
Bellevue,
Washington
|
$5.9M
|
-$50.1K
|
-568
|
-0.9%
|
|
|
289
|
Moran Wealth Management
Naples,
Florida
|
$5.86M
|
+$5.8M
|
+65,801
|
New
|
|
|
290
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$5.85M
|
-$725K
|
-8,218
|
-11%
|
|
|
291
|
Regal Investment Advisors
Kentwood,
Michigan
|
$5.84M
|
-$52.5K
|
-595
|
-0.9%
|
|
|
292
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$5.8M
|
-$773K
|
-8,769
|
-12%
|
|
|
293
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$5.74M
|
+$28.6K
|
+324
|
+0.5%
|
|
|
294
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
$5.72M
|
+$429K
|
+4,863
|
+8%
|
|
|
295
|
Neumann Capital Management
Foster City,
California
|
$5.71M
|
-$8.82K
|
-100
|
-0.2%
|
|
|
296
|
REDW Wealth
Albuquerque,
New Mexico
|
$5.7M
|
-$1.63M
|
-18,472
|
-22%
|
|
|
297
|
Dai-ichi Life Holdings
Tokyo,
Japan
|
$5.68M
|
+$171K
|
+1,944
|
+3%
|
|
|
298
|
Waverly Advisors
Birmingham,
Alabama
|
$5.68M
|
+$13.7K
|
+155
|
+0.2%
|
|
|
299
|
Idaho Trust Bank
Boise,
Idaho
|
$5.65M
|
+$1.4M
|
+15,921
|
+34%
|
|
|
300
|
Whittier Trust
South Pasadena,
California
|
$5.64M
|
-$8.82K
|
-100
|
-0.2%
|
|
