|
151
|
Ridgewood Investments
Springfield,
New Jersey
|
$2.86M
|
–
|
–
|
–
|
|
|
152
|
Choreo LLC
Rockford,
Illinois
|
$2.8M
|
+$290K
|
+3,341
|
+12%
|
|
|
153
|
Parallel Advisors
San Francisco,
California
|
$2.77M
|
-$781
|
-9
|
-0%
|
|
|
154
|
Versant Capital Management
Phoenix,
Arizona
|
$2.74M
|
-$69.2K
|
-798
|
-3%
|
|
|
155
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$2.71M
|
-$777K
|
-8,958
|
-23%
|
|
|
156
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$2.66M
|
-$580K
|
-6,687
|
-19%
|
|
|
157
|
SYM Financial Corp
Winona Lake,
Indiana
|
$2.61M
|
-$2.69K
|
-31
|
-0.1%
|
|
|
158
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$2.59M
|
+$2.43M
|
+28,022
|
New
|
|
|
159
|
Dowling & Yahnke
San Diego,
California
|
$2.55M
|
+$2.39M
|
+27,592
|
New
|
|
|
160
|
Tortoise Investment Management
White Plains,
New York
|
$2.5M
|
-$72K
|
-830
|
-3%
|
|
|
161
|
NEPC LLC
Boston,
Massachusetts
|
$2.48M
|
+$239K
|
+2,758
|
+11%
|
|
|
162
|
Simon Quick Advisors
Morristown,
New Jersey
|
$2.44M
|
+$808K
|
+9,315
|
+55%
|
|
|
163
|
Neumann Capital Management
Foster City,
California
|
$2.34M
|
+$12.1K
|
+140
|
+0.6%
|
|
|
164
|
Modera Wealth Management
Westwood,
New Jersey
|
$2.34M
|
+$327K
|
+3,767
|
+18%
|
|
|
165
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$2.33M
|
+$358K
|
+4,132
|
+20%
|
|
|
166
|
Berman Capital Advisors
Atlanta,
Georgia
|
$2.27M
|
-$12.4K
|
-143
|
-0.6%
|
|
|
167
|
Total Wealth Planning
Cincinnati,
Ohio
|
$2.25M
|
+$91.7K
|
+1,057
|
+5%
|
|
|
168
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$2.21M
|
-$7.75M
|
-89,291
|
-79%
|
|
|
169
|
First Ascent Asset Management
Denver,
Colorado
|
$2.2M
|
+$128K
|
+1,479
|
+7%
|
|
|
170
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.2M
|
+$151K
|
+1,737
|
+8%
|
|
|
171
|
CIBC World Market
Toronto,
Ontario, Canada
|
$2.19M
|
+$1.12M
|
+12,926
|
+120%
|
|
|
172
|
UMB Bank
Kansas City,
Missouri
|
$2.17M
|
–
|
–
|
–
|
|
|
173
|
Choate Investment Advisors
Boston,
Massachusetts
|
$2.17M
|
-$67.5K
|
-778
|
-3%
|
|
|
174
|
Keel Point
Huntsville,
Alabama
|
$2.14M
|
-$1.48M
|
-17,085
|
-42%
|
|
|
175
|
Empirical Wealth Management
Seattle,
Washington
|
$2.1M
|
+$114K
|
+1,318
|
+6%
|
|
