|
351
|
Diversified Trust
Memphis,
Tennessee
|
$24.7M
|
+$1.38M
|
+5,826
|
+6%
|
|
|
352
|
Windsor Creek Advisors
Bethel,
Vermont
|
$24.6M
|
+$19.4M
|
+82,104
|
+398%
|
|
|
353
|
Weinberger Asset Management
Los Angeles,
California
|
$24.6M
|
+$24M
|
+101,798
|
New
|
|
|
354
|
AllSquare Wealth Management
Albany,
New York
|
$24.3M
|
-$340K
|
-1,440
|
-1%
|
|
|
355
|
Essex Private Wealth Management
Topsfield,
Massachusetts
|
$24.1M
|
+$566K
|
+2,397
|
+2%
|
|
|
356
|
BOK Financial
Tulsa,
Oklahoma
|
$23.9M
|
+$188K
|
+797
|
+0.8%
|
|
|
357
|
Fiduciary Trust
Boston,
Massachusetts
|
$23.8M
|
-$43.7K
|
-185
|
-0.2%
|
|
|
358
|
Radnor Financial Advisors
Wayne,
Pennsylvania
|
$23.2M
|
-$60K
|
-254
|
-0.3%
|
|
|
359
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$23.1M
|
+$22.6M
|
+95,523
|
New
|
|
|
360
|
Washington Capital Management
Seattle,
Washington
|
$22.9M
|
+$625K
|
+2,647
|
+3%
|
|
|
361
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$22.9M
|
+$22.4M
|
+94,900
|
New
|
|
|
362
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$22.8M
|
+$223M
|
+944,931
|
+963%
|
|
|
363
|
University of Maryland Foundation
Adelphi,
Maryland
|
$22.8M
|
–
|
–
|
–
|
|
|
364
|
Bell Bank
Fargo,
North Dakota
|
$22.7M
|
+$20.2M
|
+85,614
|
+1,007%
|
|
|
365
|
Great Diamond Partners
Portland,
Maine
|
$22.6M
|
-$578K
|
-2,448
|
-3%
|
|
|
366
|
Shayne & Jacobs LLC
Nashville,
Tennessee
|
$22.5M
|
-$718K
|
-3,043
|
-3%
|
|
|
367
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$22.4M
|
+$15.2M
|
+64,431
|
+164%
|
|
|
368
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$22.4M
|
+$1.66M
|
+7,023
|
+8%
|
|
|
369
|
Everhart Financial Group
Dublin,
Ohio
|
$22.3M
|
+$169K
|
+716
|
+0.8%
|
|
|
370
|
University of Massachusetts Foundation
Newton,
Massachusetts
|
$22.3M
|
+$76.7K
|
+325
|
+0.4%
|
|
|
371
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$22.2M
|
+$62.6K
|
+265
|
+0.3%
|
|
|
372
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$21.9M
|
+$1.31M
|
+5,570
|
+7%
|
|
|
373
|
CWA Asset Management Group
Naples,
Florida
|
$21.7M
|
+$4.48M
|
+18,962
|
+27%
|
|
|
374
|
Choreo LLC
Rockford,
Illinois
|
$21.7M
|
+$86.2K
|
+365
|
+0.4%
|
|
|
375
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$21.6M
|
-$690K
|
-2,922
|
-3%
|
|
