|
151
|
Fiduciary Trust
Boston,
Massachusetts
|
$589K
|
–
|
–
|
–
|
|
|
152
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$557K
|
–
|
–
|
–
|
|
|
153
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$551K
|
–
|
–
|
–
|
|
|
154
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$536K
|
+$107K
|
+1,283
|
+25%
|
|
|
155
|
Level Four Financial
Dallas,
Texas
|
$521K
|
–
|
–
|
–
|
|
|
156
|
Vident Investment Advisory
Alpharetta,
Georgia
|
$503K
|
+$507K
|
+6,109
|
New
|
|
|
157
|
Vivaldi Capital Management
Chicago,
Illinois
|
$497K
|
–
|
–
|
–
|
|
|
158
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$495K
|
-$6.64K
|
-80
|
-1%
|
|
|
159
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$489K
|
+$2.9K
|
+35
|
+0.6%
|
|
|
160
|
9258 Wealth Management
Blue Ash,
Ohio
|
$483K
|
+$112K
|
+1,351
|
+30%
|
|
|
161
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$476K
|
+$2.49K
|
+30
|
+0.5%
|
|
|
162
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$475K
|
–
|
–
|
–
|
|
|
163
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$457K
|
+$158K
|
+1,909
|
+52%
|
|
|
164
|
Barber Financial Group
Lenexa,
Kansas
|
$445K
|
-$166
|
-2
|
-0%
|
|
|
165
|
Proficio Capital Partners
Newton,
Massachusetts
|
$445K
|
–
|
–
|
–
|
|
|
166
|
Innealta Capital
Austin,
Texas
|
$430K
|
+$215K
|
+2,596
|
+99%
|
|
|
167
|
Credit Suisse
Zurich,
Switzerland
|
$427K
|
-$1.49M
|
-17,902
|
-78%
|
|
|
168
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$417K
|
–
|
–
|
–
|
|
|
169
|
Harbour Investments
Madison,
Wisconsin
|
$416K
|
+$399K
|
+4,804
|
+1,877%
|
|
|
170
|
|
$411K
|
-$37K
|
-446
|
-8%
|
|
|
171
|
Lazard Asset Management
New York
|
$411K
|
–
|
–
|
–
|
|
|
172
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$407K
|
-$34.4K
|
-415
|
-8%
|
|
|
173
|
Cerity Partners OCIO
New York
|
$404K
|
–
|
–
|
–
|
|
|
174
|
MGO One Seven
Beachwood,
Ohio
|
$404K
|
+$407K
|
+4,902
|
New
|
|
|
175
|
Graypoint LLC
Albany,
New York
|
$401K
|
+$139K
|
+1,680
|
+53%
|
|
