|
151
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$346K
|
+$86.5K
|
+1,321
|
+34%
|
|
|
152
|
Haverford Financial Services
Radnor,
Pennsylvania
|
$344K
|
–
|
–
|
–
|
|
|
153
|
Cerity Partners OCIO
New York
|
$344K
|
+$262
|
+4
|
+0.1%
|
|
|
154
|
Montecito Bank & Trust
Santa Barbara,
California
|
$339K
|
-$58.9K
|
-900
|
-15%
|
|
|
155
|
Lazard Asset Management
New York
|
$330K
|
–
|
–
|
–
|
|
|
156
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$324K
|
+$47.4K
|
+724
|
+17%
|
|
|
157
|
Paloma Partners
Greenwich,
Connecticut
|
$322K
|
-$325K
|
-4,964
|
-50%
|
|
|
158
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$311K
|
-$308K
|
-4,700
|
-50%
|
|
|
159
|
Mercer Global Advisors
Denver,
Colorado
|
$310K
|
+$3.08K
|
+47
|
+1%
|
|
|
160
|
Geneos Wealth Management
Englewood,
Colorado
|
$292K
|
–
|
–
|
–
|
|
|
161
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$289K
|
-$43.5K
|
-664
|
-13%
|
|
|
162
|
Mission Wealth Management
Santa Barbara,
California
|
$284K
|
–
|
–
|
–
|
|
|
163
|
Cumberland Advisors
Sarasota,
Florida
|
$280K
|
-$38K
|
-580
|
-12%
|
|
|
164
|
9258 Wealth Management
Blue Ash,
Ohio
|
$276K
|
+$6.09K
|
+93
|
+2%
|
|
|
165
|
Surevest
Los Angeles,
California
|
$266K
|
-$296K
|
-4,524
|
-53%
|
|
|
166
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$265K
|
–
|
–
|
–
|
|
|
167
|
Harbor Advisors
West Palm Beach,
Florida
|
$264K
|
–
|
–
|
–
|
|
|
168
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$255K
|
–
|
–
|
–
|
|
|
169
|
Whittier Trust
South Pasadena,
California
|
$253K
|
-$262K
|
-4,000
|
-51%
|
|
|
170
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$253K
|
+$15.5K
|
+237
|
+7%
|
|
|
171
|
BOK Financial Private Wealth
Denver,
Colorado
|
$249K
|
–
|
–
|
–
|
|
|
172
|
Harborview Advisors
Portland,
Maine
|
$233K
|
-$11K
|
-168
|
-5%
|
|
|
173
|
|
$225K
|
+$9.76K
|
+149
|
+5%
|
|
|
174
|
American Economic Planning Group
Warren,
New Jersey
|
$224K
|
-$69K
|
-1,054
|
-24%
|
|
|
175
|
|
$214K
|
+$213K
|
+3,253
|
New
|
|
