|
201
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.91M
|
-$56.6K
|
-533
|
-2%
|
|
|
202
|
PDS Planning
Dublin,
Ohio
|
$2.85M
|
+$176K
|
+1,657
|
+7%
|
|
|
203
|
Moseley Investment Management
Bradenton,
Florida
|
$2.85M
|
+$111K
|
+1,045
|
+4%
|
|
|
204
|
UMB Bank
Kansas City,
Missouri
|
$2.84M
|
+$221K
|
+2,082
|
+9%
|
|
|
205
|
Neumann Capital Management
Foster City,
California
|
$2.83M
|
+$167K
|
+1,570
|
+6%
|
|
|
206
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$2.78M
|
+$2.75M
|
+25,845
|
New
|
|
|
207
|
NEPC LLC
Boston,
Massachusetts
|
$2.76M
|
-$4.29M
|
-40,346
|
-61%
|
|
|
208
|
Simon Quick Advisors
Morristown,
New Jersey
|
$2.71M
|
-$159K
|
-1,495
|
-6%
|
|
|
209
|
Sequoia Financial Advisors
Akron,
Ohio
|
$2.67M
|
+$1.33M
|
+12,528
|
+101%
|
|
|
210
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$2.65M
|
+$2.62M
|
+24,684
|
New
|
|
|
211
|
Tortoise Investment Management
White Plains,
New York
|
$2.61M
|
-$78.8K
|
-742
|
-3%
|
|
|
212
|
J.W. Cole Advisors
Tampa,
Florida
|
$2.61M
|
+$2.58M
|
+24,304
|
New
|
|
|
213
|
Jasper Ridge Partners
Menlo Park,
California
|
$2.6M
|
–
|
–
|
–
|
|
|
214
|
Parallel Advisors
San Francisco,
California
|
$2.56M
|
-$799K
|
-7,515
|
-24%
|
|
|
215
|
Veritable
Wilmington,
Delaware
|
$2.56M
|
–
|
–
|
–
|
|
|
216
|
Empirical Wealth Management
Seattle,
Washington
|
$2.54M
|
-$114K
|
-1,070
|
-4%
|
|
|
217
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.53M
|
+$30.3K
|
+285
|
+1%
|
|
|
218
|
HoyleCohen
San Diego,
California
|
$2.49M
|
+$607K
|
+5,712
|
+33%
|
|
|
219
|
Waverly Advisors
Birmingham,
Alabama
|
$2.46M
|
+$186K
|
+1,755
|
+8%
|
|
|
220
|
Treynor Bancshares
Treynor,
Iowa
|
$2.45M
|
+$2.42M
|
+22,818
|
New
|
|
|
221
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$2.44M
|
+$298K
|
+2,808
|
+14%
|
|
|
222
|
Choate Investment Advisors
Boston,
Massachusetts
|
$2.44M
|
-$9.14K
|
-86
|
-0.4%
|
|
|
223
|
Capital World Investors
Los Angeles,
California
|
$2.43M
|
+$2.4M
|
+22,580
|
New
|
|
|
224
|
Lindbrook Capital
Calabasas,
California
|
$2.4M
|
+$68.7K
|
+647
|
+3%
|
|
|
225
|
Sweet Financial Partners
Fairmont,
Minnesota
|
$2.39M
|
+$2.36M
|
+22,236
|
New
|
|
