|
151
|
WealthShield Partners
Cary,
North Carolina
|
$772K
|
+$296K
|
+3,710
|
+60%
|
|
|
152
|
Montecito Bank & Trust
Santa Barbara,
California
|
$757K
|
+$170K
|
+2,125
|
+28%
|
|
|
153
|
Resource Consulting Group
Orlando,
Florida
|
$717K
|
+$734K
|
+9,192
|
New
|
|
|
154
|
Clearstead Advisors
Cleveland,
Ohio
|
$716K
|
-$277K
|
-3,467
|
-27%
|
|
|
155
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$704K
|
+$19.3K
|
+241
|
+3%
|
|
|
156
|
Cardiff Park Advisors
Carlsbad,
California
|
$683K
|
+$700K
|
+8,755
|
New
|
|
|
157
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$674K
|
–
|
–
|
–
|
|
|
158
|
Freedom Investment Management
Hartford,
Connecticut
|
$635K
|
-$22.1K
|
-276
|
-3%
|
|
|
159
|
Clarius Group LLC
Seattle,
Washington
|
$631K
|
–
|
–
|
–
|
|
|
160
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$626K
|
-$4.87K
|
-61
|
-0.8%
|
|
|
161
|
William Blair & Company
Chicago,
Illinois
|
$624K
|
+$22.7K
|
+284
|
+4%
|
|
|
162
|
Level Four Advisory Services
Dallas,
Texas
|
$615K
|
+$630K
|
+7,887
|
New
|
|
|
163
|
Crabel Capital Management
Los Angeles,
California
|
$601K
|
+$114K
|
+1,425
|
+23%
|
|
|
164
|
Allie Family Office
Miami,
Florida
|
$589K
|
+$603K
|
+7,544
|
New
|
|
|
165
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$571K
|
–
|
–
|
–
|
|
|
166
|
qPULA Trading Management
New York
|
$570K
|
+$584K
|
+7,311
|
New
|
|
|
167
|
Fiduciary Trust
Boston,
Massachusetts
|
$559K
|
–
|
–
|
–
|
|
|
168
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$552K
|
+$101K
|
+1,261
|
+22%
|
|
|
169
|
Darrow Company
Needham,
Massachusetts
|
$539K
|
+$553K
|
+6,920
|
New
|
|
|
170
|
Innealta Capital
Austin,
Texas
|
$531K
|
+$62.3K
|
+780
|
+13%
|
|
|
171
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$522K
|
–
|
–
|
–
|
|
|
172
|
Fidelity Investments
Boston,
Massachusetts
|
$501K
|
+$45.4K
|
+568
|
+10%
|
|
|
173
|
Marcum Wealth
Cleveland,
Ohio
|
$495K
|
+$148K
|
+1,853
|
+41%
|
|
|
174
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$484K
|
+$496K
|
+6,210
|
New
|
|
|
175
|
Epic Trust Investment Advisors
Richland,
Washington
|
$473K
|
+$485K
|
+6,069
|
New
|
|
