|
151
|
Berman Capital Advisors
Atlanta,
Georgia
|
$1.99M
|
+$257K
|
+3,197
|
+15%
|
|
|
152
|
Choate Investment Advisors
Boston,
Massachusetts
|
$1.95M
|
+$25K
|
+311
|
+1%
|
|
|
153
|
NEPC LLC
Boston,
Massachusetts
|
$1.94M
|
–
|
–
|
–
|
|
|
154
|
Monterey Private Wealth
Monterey,
California
|
$1.92M
|
+$105K
|
+1,309
|
+6%
|
|
|
155
|
Wellington Management Group
Boston,
Massachusetts
|
$1.9M
|
+$250K
|
+3,111
|
+15%
|
|
|
156
|
Total Wealth Planning
Cincinnati,
Ohio
|
$1.87M
|
+$1.86M
|
+23,214
|
New
|
|
|
157
|
First Ascent Asset Management
Denver,
Colorado
|
$1.8M
|
+$1.79M
|
+22,332
|
New
|
|
|
158
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.79M
|
-$142K
|
-1,771
|
-7%
|
|
|
159
|
Golden State Wealth Management
Santa Ana,
California
|
$1.78M
|
+$1.77M
|
+22,063
|
New
|
|
|
160
|
PDS Planning
Dublin,
Ohio
|
$1.77M
|
+$101K
|
+1,264
|
+6%
|
|
|
161
|
Veritable
Wilmington,
Delaware
|
$1.75M
|
-$97.9K
|
-1,220
|
-5%
|
|
|
162
|
UMB Bank
Kansas City,
Missouri
|
$1.75M
|
–
|
–
|
–
|
|
|
163
|
Modera Wealth Management
Westwood,
New Jersey
|
$1.73M
|
-$6.34K
|
-79
|
-0.4%
|
|
|
164
|
Capital International Investors
Los Angeles,
California
|
$1.73M
|
+$1.73M
|
+21,549
|
New
|
|
|
165
|
AllSquare Wealth Management
Albany,
New York
|
$1.73M
|
-$29.5K
|
-367
|
-2%
|
|
|
166
|
Richard Bernstein Advisors
New York
|
$1.72M
|
+$1.72M
|
+21,379
|
New
|
|
|
167
|
Empirical Wealth Management
Seattle,
Washington
|
$1.72M
|
+$18.5K
|
+231
|
+1%
|
|
|
168
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.71M
|
-$116K
|
-1,451
|
-6%
|
|
|
169
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$1.7M
|
+$153K
|
+1,907
|
+10%
|
|
|
170
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.68M
|
-$6.42K
|
-80
|
-0.4%
|
|
|
171
|
Baker Avenue Asset Management
San Francisco,
California
|
$1.67M
|
-$236K
|
-2,940
|
-12%
|
|
|
172
|
|
$1.65M
|
-$575K
|
-7,159
|
-26%
|
|
|
173
|
Northstar Wealth Partners
West Hartford,
Connecticut
|
$1.63M
|
-$74.3K
|
-925
|
-4%
|
|
|
174
|
Leavell Investment Management
Mobile,
Alabama
|
$1.63M
|
+$112K
|
+1,397
|
+7%
|
|
|
175
|
HoyleCohen
San Diego,
California
|
$1.62M
|
+$1.45K
|
+18
|
+0.1%
|
|
