|
151
|
SVB Wealth
Boston,
Massachusetts
|
$659K
|
+$616K
|
+14,271
|
New
|
|
|
152
|
Stelac Advisory Services
New York
|
$641K
|
–
|
–
|
–
|
|
|
153
|
Osborne Partners Capital Management
San Francisco,
California
|
$636K
|
-$177K
|
-4,095
|
-23%
|
|
|
154
|
Yoffe Investment Management
Lemoyne,
Pennsylvania
|
$614K
|
–
|
–
|
–
|
|
|
155
|
Beacon Pointe Advisors
Newport Beach,
California
|
$606K
|
-$568K
|
-13,158
|
-50%
|
|
|
156
|
|
$602K
|
-$9.58M
|
-221,880
|
-94%
|
|
|
157
|
Cresset Asset Management
Chicago,
Illinois
|
$588K
|
-$97K
|
-2,246
|
-15%
|
|
|
158
|
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
$569K
|
-$20.4K
|
-472
|
-4%
|
|
|
159
|
Traub Capital Management
Needham,
Massachusetts
|
$557K
|
+$521K
|
+12,067
|
New
|
|
|
160
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$540K
|
+$107K
|
+2,477
|
+27%
|
|
|
161
|
Napa Wealth Management
Napa,
California
|
$533K
|
+$499K
|
+11,550
|
New
|
|
|
162
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$529K
|
-$5.35K
|
-124
|
-1%
|
|
|
163
|
Bailard
Foster City,
California
|
$528K
|
+$38.8K
|
+899
|
+9%
|
|
|
164
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$526K
|
–
|
–
|
–
|
|
|
165
|
Generali Asset Management
Trieste,
Italy
|
$525K
|
–
|
–
|
–
|
|
|
166
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$500K
|
-$52.7K
|
-1,220
|
-10%
|
|
|
167
|
Unconventional Investor
Portsmouth,
New Hampshire
|
$499K
|
–
|
–
|
–
|
|
|
168
|
Horizons Wealth Management
Asheville,
North Carolina
|
$489K
|
+$6.69K
|
+155
|
+1%
|
|
|
169
|
Natixis Advisors
Boston,
Massachusetts
|
$483K
|
+$452K
|
+10,474
|
New
|
|
|
170
|
Brighton Jones LLC
Seattle,
Washington
|
$482K
|
+$10.1K
|
+234
|
+2%
|
|
|
171
|
Integris Wealth Management
Monterey,
California
|
$471K
|
-$18.3K
|
-424
|
-4%
|
|
|
172
|
FC Advisory
West Chester,
Pennsylvania
|
$466K
|
-$119K
|
-2,757
|
-21%
|
|
|
173
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$465K
|
-$1.99K
|
-46
|
-0.5%
|
|
|
174
|
SJS Investment Consulting
Sylvania,
Ohio
|
$462K
|
-$34.5K
|
-800
|
-7%
|
|
|
175
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$461K
|
+$432K
|
+9,998
|
New
|
|
