|
201
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$602K
|
+$563K
|
+8,302
|
New
|
|
|
202
|
Seven Post Investment Office
San Francisco,
California
|
$600K
|
–
|
–
|
–
|
|
|
203
|
FWG Investments
Lexington,
Kentucky
|
$574K
|
+$536K
|
+7,910
|
New
|
|
|
204
|
United Capital Financial Advisors
Irving,
Texas
|
$572K
|
+$89.4K
|
+1,319
|
+20%
|
|
|
205
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$551K
|
+$515K
|
+7,596
|
New
|
|
|
206
|
|
$540K
|
–
|
–
|
–
|
|
|
207
|
Elevatus Welath Management
Victor,
New York
|
$538K
|
-$503K
|
-7,417
|
-50%
|
|
|
208
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$530K
|
–
|
–
|
–
|
|
|
209
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$522K
|
+$33.9K
|
+500
|
+7%
|
|
|
210
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$521K
|
-$17.9M
|
-264,586
|
-97%
|
|
|
211
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$519K
|
-$50.1K
|
-739
|
-9%
|
|
|
212
|
US Bancorp
Minneapolis,
Minnesota
|
$513K
|
-$48K
|
-708
|
-9%
|
|
|
213
|
Essex Savings Bank
Essex,
Connecticut
|
$499K
|
+$7.66K
|
+113
|
+2%
|
|
|
214
|
BOK Financial Private Wealth
Denver,
Colorado
|
$498K
|
-$57K
|
-841
|
-11%
|
|
|
215
|
Level Four Advisory Services
Dallas,
Texas
|
$493K
|
+$36.4K
|
+537
|
+9%
|
|
|
216
|
CreativeOne Wealth
Overland Park,
Kansas
|
$492K
|
+$47.4K
|
+700
|
+11%
|
|
|
217
|
Pinnacle Associates
New York
|
$488K
|
+$456K
|
+6,727
|
New
|
|
|
218
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$488K
|
+$456K
|
+6,727
|
New
|
|
|
219
|
Blue Trust Inc
Alpharetta,
Georgia
|
$477K
|
–
|
–
|
–
|
|
|
220
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$475K
|
–
|
–
|
–
|
|
|
221
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$474K
|
-$9.56K
|
-141
|
-2%
|
|
|
222
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$473K
|
+$8.68K
|
+128
|
+2%
|
|
|
223
|
Institute for Wealth Management
Denver,
Colorado
|
$472K
|
+$224K
|
+3,304
|
+103%
|
|
|
224
|
Pine Valley Investments
Marlton,
New Jersey
|
$464K
|
-$30.1K
|
-444
|
-6%
|
|
|
225
|
Investment Partners
New Philadelphia,
Ohio
|
$445K
|
+$2.24K
|
+33
|
+0.5%
|
|
