|
201
|
WFA of San Diego
San Diego,
California
|
$342K
|
–
|
–
|
–
|
|
|
202
|
Hancock Whitney
Gulfport,
Mississippi
|
$338K
|
+$5.49K
|
+68
|
+2%
|
|
|
203
|
Regency Capital Management
Honolulu,
Hawaii
|
$337K
|
+$327K
|
+4,050
|
New
|
|
|
204
|
Ingalls & Snyder LLC
New York
|
$326K
|
-$19K
|
-236
|
-6%
|
|
|
205
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$325K
|
+$50.1K
|
+621
|
+19%
|
|
|
206
|
Choreo LLC
Rockford,
Illinois
|
$317K
|
+$305K
|
+3,775
|
New
|
|
|
207
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$312K
|
–
|
–
|
–
|
|
|
208
|
Pathway Financial Advisers
Auburn,
Indiana
|
$309K
|
+$1.61K
|
+20
|
+0.5%
|
|
|
209
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$308K
|
–
|
–
|
–
|
|
|
210
|
Crossmark Global Holdings
Houston,
Texas
|
$308K
|
+$36.5K
|
+453
|
+14%
|
|
|
211
|
QRG Capital Management
Chicago,
Illinois
|
$307K
|
+$49.1K
|
+609
|
+20%
|
|
|
212
|
Vista Investment Partners
Oklahoma City,
Oklahoma
|
$292K
|
–
|
–
|
–
|
|
|
213
|
|
$287K
|
+$278K
|
+3,449
|
New
|
|
|
214
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$286K
|
+$23.2K
|
+288
|
+9%
|
|
|
215
|
Avantax Planning Partners
Dubuque,
Iowa
|
$284K
|
-$403
|
-5
|
-0.1%
|
|
|
216
|
MGB Wealth Management
Addison,
Texas
|
$276K
|
-$19.4K
|
-240
|
-7%
|
|
|
217
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$275K
|
–
|
–
|
–
|
|
|
218
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$271K
|
-$27K
|
-335
|
-9%
|
|
|
219
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$270K
|
+$27.9K
|
+346
|
+12%
|
|
|
220
|
Ballentine Partners
Waltham,
Massachusetts
|
$268K
|
+$3.31K
|
+41
|
+1%
|
|
|
221
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$265K
|
–
|
–
|
–
|
|
|
222
|
William Blair & Company
Chicago,
Illinois
|
$262K
|
–
|
–
|
–
|
|
|
223
|
Kestra Private Wealth Services
Austin,
Texas
|
$256K
|
–
|
–
|
–
|
|
|
224
|
Campbell & Co Investment Adviser
Baltimore,
Maryland
|
$254K
|
-$62.9K
|
-780
|
-20%
|
|
|
225
|
Raymond James Trust
St. Petersburg,
Florida
|
$252K
|
-$19.4K
|
-240
|
-7%
|
|
