|
201
|
Parametric Portfolio Associates
Seattle,
Washington
|
$377K
|
-$194K
|
-4,300
|
-35%
|
|
|
202
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$372K
|
+$34.5K
|
+765
|
+11%
|
|
|
203
|
HL Financial Services
Louisville,
Kentucky
|
$350K
|
+$39.6K
|
+878
|
+13%
|
|
|
204
|
Goelzer Investment Management
Carmel,
Indiana
|
$339K
|
+$330K
|
+7,318
|
New
|
|
|
205
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$334K
|
+$85.7K
|
+1,900
|
+36%
|
|
|
206
|
Advisory Research
Chicago,
Illinois
|
$318K
|
+$310K
|
+6,870
|
New
|
|
|
207
|
Oppenheimer & Co
New York
|
$311K
|
-$460K
|
-10,197
|
-60%
|
|
|
208
|
Lenox Wealth Advisors
New York
|
$306K
|
+$8.35K
|
+185
|
+3%
|
|
|
209
|
Prospera Financial Services
Dallas,
Texas
|
$303K
|
+$17.1K
|
+379
|
+6%
|
|
|
210
|
Farr Miller & Washington
Washington,
District of Columbia
|
$300K
|
+$84.1K
|
+1,864
|
+41%
|
|
|
211
|
Visionary Asset Management
Houston,
Texas
|
$295K
|
-$111K
|
-2,461
|
-28%
|
|
|
212
|
Davenport & Co
Richmond,
Virginia
|
$288K
|
-$41.1K
|
-912
|
-13%
|
|
|
213
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
$286K
|
-$3.76M
|
-83,240
|
-93%
|
|
|
214
|
Busey Bank
Urbana,
Illinois
|
$285K
|
–
|
–
|
–
|
|
|
215
|
Evergreen Capital Management
Bellevue,
Washington
|
$270K
|
+$11.3K
|
+250
|
+4%
|
|
|
216
|
SouthState Corp
Winter Haven,
Florida
|
$269K
|
-$22.6K
|
-500
|
-8%
|
|
|
217
|
Creative Planning
Overland Park,
Kansas
|
$266K
|
-$1.71K
|
-38
|
-0.7%
|
|
|
218
|
Yellowstone Partners
Idaho Falls,
Idaho
|
$257K
|
+$250K
|
+5,544
|
New
|
|
|
219
|
EFG Asset Management (Americas)
Miami,
Florida
|
$253K
|
+$246K
|
+5,454
|
New
|
|
|
220
|
Murphy Capital Management
Bedminster,
New Jersey
|
$252K
|
+$245K
|
+5,440
|
New
|
|
|
221
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$244K
|
-$9.02K
|
-200
|
-4%
|
|
|
222
|
Lipe & Dalton
Syracuse,
New York
|
$225K
|
–
|
–
|
–
|
|
|
223
|
NWAM LLC
Mercer Island,
Washington
|
$223K
|
-$22.4K
|
-497
|
-9%
|
|
|
224
|
Strategic Capital Group
Gig Harbor,
Washington
|
$214K
|
-$1.68M
|
-37,216
|
-89%
|
|
|
225
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$213K
|
–
|
–
|
–
|
|
