|
201
|
Brown Advisory
Baltimore,
Maryland
|
$1.8M
|
–
|
–
|
–
|
|
|
202
|
Valeo Financial Advisors
Carmel,
Indiana
|
$1.8M
|
+$68.5K
|
+2,051
|
+4%
|
|
|
203
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$1.78M
|
-$13.4K
|
-400
|
-0.8%
|
|
|
204
|
Farmers National Bank
Danville,
Kentucky
|
$1.74M
|
-$80K
|
-2,394
|
-5%
|
|
|
205
|
Warwick Investment Management
Bryan,
Texas
|
$1.71M
|
+$8.35K
|
+250
|
+0.5%
|
|
|
206
|
Equitable Holdings
New York
|
$1.69M
|
+$56.6K
|
+1,694
|
+4%
|
|
|
207
|
Basso Capital Management
Stamford,
Connecticut
|
$1.68M
|
–
|
–
|
–
|
|
|
208
|
Cordant Inc
Portland,
Oregon
|
$1.67M
|
+$90.3K
|
+2,703
|
+6%
|
|
|
209
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.67M
|
-$1.37K
|
-41
|
-0.1%
|
|
|
210
|
25 LLC
St. Louis,
Missouri
|
$1.66M
|
+$4.71K
|
+141
|
+0.3%
|
|
|
211
|
Blue Trust Inc
Alpharetta,
Georgia
|
$1.65M
|
+$1.53M
|
+45,730
|
+1,244%
|
|
|
212
|
Stone Summit Wealth
Miami,
Florida
|
$1.63M
|
+$52.8K
|
+1,581
|
+3%
|
|
|
213
|
Rockefeller Capital Management
New York
|
$1.63M
|
-$183K
|
-5,483
|
-10%
|
|
|
214
|
TAGStone Capital
Charlotte,
North Carolina
|
$1.6M
|
-$4.48K
|
-134
|
-0.3%
|
|
|
215
|
Running Point Capital Advisors
El Segundo,
California
|
$1.56M
|
+$3.01K
|
+90
|
+0.2%
|
|
|
216
|
Aviance Capital Partners
Naples,
Florida
|
$1.56M
|
+$31.2K
|
+935
|
+2%
|
|
|
217
|
Annapolis Financial Services
Annapolis,
Maryland
|
$1.56M
|
–
|
–
|
–
|
|
|
218
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$1.51M
|
+$2.74K
|
+82
|
+0.2%
|
|
|
219
|
RAM Investment Partners
Bellevue,
Washington
|
$1.48M
|
-$56.2K
|
-1,683
|
-4%
|
|
|
220
|
Tarbox Family Office
Newport Beach,
California
|
$1.45M
|
+$368
|
+11
|
+0%
|
|
|
221
|
Global Retirement Partners
San Rafael,
California
|
$1.44M
|
+$267
|
+8
|
+0%
|
|
|
222
|
William Blair & Company
Chicago,
Illinois
|
$1.43M
|
-$39.3K
|
-1,176
|
-3%
|
|
|
223
|
Lauer Wealth
Valparaiso,
Indiana
|
$1.43M
|
–
|
–
|
–
|
|
|
224
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$1.4M
|
-$21.5K
|
-644
|
-2%
|
|
|
225
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$1.36M
|
-$6.35K
|
-190
|
-0.5%
|
|
