|
276
|
Wind River Trust Company
Jackson,
Wyoming
|
$21.4M
|
–
|
–
|
–
|
|
|
277
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$21.4M
|
-$5.4M
|
-29,535
|
-21%
|
|
|
278
|
JBJ Investment Partners
Charleston,
South Carolina
|
$21.2M
|
+$2.08M
|
+11,397
|
+12%
|
|
|
279
|
Blooom Inc
Overland Park,
Kansas
|
$21.2M
|
+$20M
|
+109,529
|
New
|
|
|
280
|
Howe & Rusling
Rochester,
New York
|
$21.2M
|
+$7.3M
|
+39,925
|
+58%
|
|
|
281
|
Ashford Advisors
Pittsford,
New York
|
$21.2M
|
+$19.9M
|
+108,783
|
New
|
|
|
282
|
Sanctuary Wealth Management
Pocatello,
Idaho
|
$21.1M
|
-$26.7M
|
-145,854
|
-57%
|
|
|
283
|
Matthew Hamilton Rosenberg
|
$21M
|
+$396K
|
+2,164
|
+2%
|
|
|
284
|
Parallel Advisors
San Francisco,
California
|
$21M
|
-$2.06M
|
-11,276
|
-9%
|
|
|
285
|
Diversified Trust
Memphis,
Tennessee
|
$21M
|
+$744K
|
+4,069
|
+4%
|
|
|
286
|
Valeo Financial Advisors
Carmel,
Indiana
|
$20.8M
|
+$1.26M
|
+6,893
|
+7%
|
|
|
287
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$20.8M
|
+$2.59M
|
+14,178
|
+15%
|
|
|
288
|
University of Massachusetts Foundation
Newton,
Massachusetts
|
$20.7M
|
–
|
–
|
–
|
|
|
289
|
Newman & Schimel
Deerfield,
Illinois
|
$20.5M
|
+$19.3M
|
+105,518
|
New
|
|
|
290
|
AllSquare Wealth Management
Albany,
New York
|
$20.3M
|
-$1.93M
|
-10,563
|
-9%
|
|
|
291
|
Nadler Financial Group
Deerfield,
Illinois
|
$20.1M
|
+$1.51M
|
+8,248
|
+9%
|
|
|
292
|
Fiduciary Trust
Boston,
Massachusetts
|
$20.1M
|
-$986K
|
-5,393
|
-5%
|
|
|
293
|
Gleason Group
Prospect,
Kentucky
|
$20.1M
|
+$968K
|
+5,295
|
+5%
|
|
|
294
|
Telos Capital Management
San Diego,
California
|
$20M
|
+$160K
|
+873
|
+0.9%
|
|
|
295
|
Cobblestone Capital Advisors
Rochester,
New York
|
$20M
|
+$287K
|
+1,568
|
+2%
|
|
|
296
|
Compass Advisory Group
Melville,
New York
|
$19.9M
|
+$18.7M
|
+102,043
|
New
|
|
|
297
|
Two Sigma Investments
New York
|
$19.8M
|
+$12.4M
|
+67,870
|
+199%
|
|
|
298
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$19.4M
|
+$1.06M
|
+5,802
|
+6%
|
|
|
299
|
DB Wealth Management Group
San Diego,
California
|
$19.4M
|
+$18.2M
|
+99,558
|
New
|
|
|
300
|
Strategic Equity Management
Tucson,
Arizona
|
$19.3M
|
+$18.1M
|
+99,289
|
New
|
|
