|
201
|
EP Wealth Advisors
Torrance,
California
|
$305K
|
–
|
–
|
–
|
|
|
202
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$300K
|
-$2.01K
|
-64
|
-0.7%
|
|
|
203
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$297K
|
+$2.73K
|
+87
|
+0.9%
|
|
|
204
|
Southland Equity Partners
Wildwood,
Missouri
|
$294K
|
-$7.82K
|
-249
|
-3%
|
|
|
205
|
Plimoth Trust
Plymouth,
Massachusetts
|
$293K
|
-$1.1K
|
-35
|
-0.4%
|
|
|
206
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$292K
|
+$16.8K
|
+536
|
+6%
|
|
|
207
|
Wintrust Investments
Chicago,
Illinois
|
$292K
|
-$37.7K
|
-1,200
|
-11%
|
|
|
208
|
Focus Partners Wealth
Boston,
Massachusetts
|
$288K
|
+$2.23K
|
+71
|
+0.8%
|
|
|
209
|
First National Trust
Hermitage,
Pennsylvania
|
$284K
|
-$22.7K
|
-724
|
-7%
|
|
|
210
|
MAI Capital Management
Independence,
Ohio
|
$284K
|
+$1.26K
|
+40
|
+0.4%
|
|
|
211
|
Bright Futures Wealth Management
Webster, Ny 14580,
New York
|
$279K
|
-$14.1K
|
-450
|
-5%
|
|
|
212
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$278K
|
-$280K
|
-8,918
|
-50%
|
|
|
213
|
Personal CFO Solutions
Chester,
New Jersey
|
$264K
|
-$110K
|
-3,500
|
-29%
|
|
|
214
|
Neuberger Berman Group
New York
|
$261K
|
–
|
–
|
–
|
|
|
215
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$260K
|
+$253K
|
+8,038
|
New
|
|
|
216
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$247K
|
-$2.98K
|
-95
|
-1%
|
|
|
217
|
|
$246K
|
+$39.8K
|
+1,268
|
+19%
|
|
|
218
|
Berger Financial Group
Plymouth,
Minnesota
|
$245K
|
-$5.94K
|
-189
|
-2%
|
|
|
219
|
Synovus Financial
Columbus,
Georgia
|
$242K
|
+$15.4K
|
+490
|
+7%
|
|
|
220
|
Vance Wealth
Santa Clarita,
California
|
$241K
|
–
|
–
|
–
|
|
|
221
|
Sebold Capital Management
Lisle,
Illinois
|
$239K
|
-$124K
|
-3,934
|
-34%
|
|
|
222
|
Gray Wealth Management
Bangor,
Maine
|
$237K
|
-$2.2K
|
-70
|
-0.9%
|
|
|
223
|
John W. Brooker & Co
Oakland,
California
|
$234K
|
–
|
–
|
–
|
|
|
224
|
Allworth Financial
Folsom,
California
|
$231K
|
-$8.33K
|
-265
|
-4%
|
|
|
225
|
Savant Capital
Rockford,
Illinois
|
$225K
|
+$94
|
+3
|
+0%
|
|
