|
176
|
Whittier Trust
South Pasadena,
California
|
$761K
|
–
|
–
|
–
|
|
|
177
|
Advisory Services Network
Atlanta,
Georgia
|
$753K
|
-$583K
|
-7,970
|
-44%
|
|
|
178
|
Strid Group
Newtown Square,
Pennsylvania
|
$732K
|
+$34.4K
|
+471
|
+5%
|
|
|
179
|
JMG Financial Group
Downers Grove,
Illinois
|
$731K
|
–
|
–
|
–
|
|
|
180
|
Aspiriant LLC
Los Angeles,
California
|
$708K
|
-$170K
|
-2,322
|
-20%
|
|
|
181
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$705K
|
-$514K
|
-7,023
|
Closed
|
|
|
182
|
Weatherly Asset Management
Del Mar,
California
|
$697K
|
-$140K
|
-1,910
|
-17%
|
|
|
183
|
Montecito Bank & Trust
Santa Barbara,
California
|
$697K
|
+$18.4K
|
+252
|
+3%
|
|
|
184
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$671K
|
+$168K
|
+2,292
|
+34%
|
|
|
185
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$654K
|
-$6.29K
|
-86
|
-1%
|
|
|
186
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$642K
|
–
|
–
|
–
|
|
|
187
|
Cerity Partners OCIO
New York
|
$634K
|
+$189K
|
+2,590
|
+44%
|
|
|
188
|
Dowling & Yahnke
San Diego,
California
|
$617K
|
+$56.3K
|
+770
|
+10%
|
|
|
189
|
|
$613K
|
–
|
–
|
–
|
|
|
190
|
First Allied Advisory Services
San Diego,
California
|
$608K
|
-$5.37M
|
-73,437
|
-90%
|
|
|
191
|
Mariner
Overland Park,
Kansas
|
$604K
|
+$2.78K
|
+38
|
+0.5%
|
|
|
192
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$594K
|
–
|
–
|
–
|
|
|
193
|
Price Wealth
Austin,
Texas
|
$585K
|
–
|
–
|
–
|
|
|
194
|
Parallel Advisors
San Francisco,
California
|
$583K
|
-$22.4K
|
-306
|
-4%
|
|
|
195
|
|
$579K
|
–
|
–
|
–
|
|
|
196
|
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
|
$563K
|
+$19.5K
|
+267
|
+4%
|
|
|
197
|
Victory Capital Management
San Antonio,
Texas
|
$554K
|
+$545K
|
+7,455
|
New
|
|
|
198
|
Circle Wealth Management
Summit,
New Jersey
|
$550K
|
–
|
–
|
–
|
|
|
199
|
Courage Miller Partners
Norfolk,
Virginia
|
$539K
|
–
|
–
|
–
|
|
|
200
|
Naples Global Advisors
Naples,
Florida
|
$535K
|
-$5.49K
|
-75
|
-1%
|
|
