|
151
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$410K
|
+$19K
|
+293
|
+5%
|
|
|
152
|
Suntrust Banks
Atlanta,
Georgia
|
$406K
|
-$52.9K
|
-818
|
-12%
|
|
|
153
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$399K
|
+$712
|
+11
|
+0.2%
|
|
|
154
|
Montecito Bank & Trust
Santa Barbara,
California
|
$397K
|
+$391K
|
+6,034
|
New
|
|
|
155
|
Wealthquest
Cincinnati,
Ohio
|
$396K
|
-$324
|
-5
|
-0.1%
|
|
|
156
|
US Bancorp
Minneapolis,
Minnesota
|
$384K
|
+$77K
|
+1,190
|
+26%
|
|
|
157
|
Capital Management
Glen Allen,
Virginia
|
$383K
|
-$28.5K
|
-440
|
-7%
|
|
|
158
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$379K
|
+$712
|
+11
|
+0.2%
|
|
|
159
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$369K
|
–
|
–
|
–
|
|
|
160
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$366K
|
–
|
–
|
–
|
|
|
161
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$361K
|
-$43.1K
|
-666
|
-11%
|
|
|
162
|
Fidelity Investments
Boston,
Massachusetts
|
$348K
|
+$14.9K
|
+230
|
+5%
|
|
|
163
|
Cerity Partners OCIO
New York
|
$343K
|
+$65
|
+1
|
+0%
|
|
|
164
|
Haverford Financial Services
Radnor,
Pennsylvania
|
$342K
|
+$29.1K
|
+450
|
+9%
|
|
|
165
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$332K
|
-$107K
|
-1,650
|
-25%
|
|
|
166
|
Lazard Asset Management
New York
|
$329K
|
–
|
–
|
–
|
|
|
167
|
Parametric Portfolio Associates
Seattle,
Washington
|
$319K
|
+$313K
|
+4,843
|
New
|
|
|
168
|
Cumberland Advisors
Sarasota,
Florida
|
$317K
|
-$3.24K
|
-50
|
-1%
|
|
|
169
|
Mercer Global Advisors
Denver,
Colorado
|
$306K
|
+$301K
|
+4,648
|
New
|
|
|
170
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$295K
|
+$518
|
+8
|
+0.2%
|
|
|
171
|
American Economic Planning Group
Warren,
New Jersey
|
$293K
|
-$11.8M
|
-182,164
|
-98%
|
|
|
172
|
Geneos Wealth Management
Englewood,
Colorado
|
$291K
|
+$65
|
+1
|
+0%
|
|
|
173
|
Mission Wealth Management
Santa Barbara,
California
|
$283K
|
–
|
–
|
–
|
|
|
174
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$279K
|
-$6.6K
|
-102
|
-2%
|
|
|
175
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$275K
|
-$1.69M
|
-26,167
|
-86%
|
|
