|
301
|
KeyBank National Association
Cleveland,
Ohio
|
$249K
|
+$262K
|
+6,968
|
New
|
|
|
302
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$246K
|
–
|
–
|
–
|
|
|
303
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$241K
|
-$678
|
-18
|
-0.3%
|
|
|
304
|
GAMMA Investing
Foster City,
California
|
$238K
|
+$14.2K
|
+377
|
+6%
|
|
|
305
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$234K
|
+$38
|
+1
|
+0%
|
|
|
306
|
Axxcess Wealth Management
Carlsbad,
California
|
$234K
|
+$246K
|
+6,540
|
New
|
|
|
307
|
Clearstead Advisors
Cleveland,
Ohio
|
$234K
|
-$6.74K
|
-179
|
-3%
|
|
|
308
|
Cresset Asset Management
Chicago,
Illinois
|
$233K
|
+$4.71K
|
+125
|
+2%
|
|
|
309
|
Toth Financial Advisory
Leesburg,
Virginia
|
$233K
|
-$64K
|
-1,700
|
-21%
|
|
|
310
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$230K
|
+$242K
|
+6,438
|
New
|
|
|
311
|
PCM Encore
Aspen,
Colorado
|
$228K
|
+$3.46K
|
+92
|
+1%
|
|
|
312
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$226K
|
–
|
–
|
–
|
|
|
313
|
Caprock Group
Boise,
Idaho
|
$225K
|
-$377
|
-10
|
-0.2%
|
|
|
314
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$225K
|
-$2.41K
|
-64
|
-1%
|
|
|
315
|
Partners in Financial Planning
Salem,
Virginia
|
$223K
|
+$452
|
+12
|
+0.2%
|
|
|
316
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$221K
|
–
|
–
|
–
|
|
|
317
|
Regions Financial Corp
Birmingham,
Alabama
|
$217K
|
-$3.13K
|
-83
|
-1%
|
|
|
318
|
Sage Rhino Capital
Menlo Park,
California
|
$217K
|
+$229K
|
+6,081
|
New
|
|
|
319
|
Vise Technologies
New York
|
$217K
|
–
|
–
|
–
|
|
|
320
|
Coldstream Capital Management
Bellevue,
Washington
|
$216K
|
-$39.2K
|
-1,041
|
-15%
|
|
|
321
|
Claris Financial
Glen Allen,
Virginia
|
$213K
|
+$38
|
+1
|
+0%
|
|
|
322
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$210K
|
+$221K
|
+5,876
|
New
|
|
|
323
|
Empowered Funds
Havertown,
Pennsylvania
|
$209K
|
+$220K
|
+5,846
|
New
|
|
|
324
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$208K
|
+$219K
|
+5,823
|
New
|
|
|
325
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$207K
|
+$38
|
+1
|
+0%
|
|
