|
201
|
Whittier Trust
South Pasadena,
California
|
$568K
|
–
|
–
|
–
|
|
|
202
|
Goldstein Munger & Associates
San Ramon,
California
|
$565K
|
+$46.6K
|
+1,000
|
+9%
|
|
|
203
|
IFG Advisory
Atlanta,
Georgia
|
$559K
|
+$551K
|
+11,820
|
New
|
|
|
204
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$547K
|
+$97.5K
|
+2,091
|
+22%
|
|
|
205
|
Two Sigma Securities
New York
|
$526K
|
-$211K
|
-4,533
|
-29%
|
|
|
206
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$522K
|
-$172K
|
-3,695
|
-25%
|
|
|
207
|
Creative Planning
Overland Park,
Kansas
|
$514K
|
+$116K
|
+2,497
|
+30%
|
|
|
208
|
Mission Wealth Management
Santa Barbara,
California
|
$507K
|
+$499K
|
+10,700
|
New
|
|
|
209
|
NewFocus Financial Group
Vancouver,
Washington
|
$495K
|
–
|
–
|
–
|
|
|
210
|
Alerus Financial
Grand Forks,
North Dakota
|
$493K
|
–
|
–
|
–
|
|
|
211
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$483K
|
+$9.32K
|
+200
|
+2%
|
|
|
212
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$477K
|
+$10.1K
|
+217
|
+2%
|
|
|
213
|
City Holding Co
Charleston,
West Virginia
|
$474K
|
-$11.1K
|
-239
|
-2%
|
|
|
214
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$471K
|
-$36.2K
|
-777
|
-7%
|
|
|
215
|
Comerica Bank
Dallas,
Texas
|
$471K
|
+$82K
|
+1,759
|
+22%
|
|
|
216
|
Sequoia Financial Advisors
Akron,
Ohio
|
$465K
|
–
|
–
|
–
|
|
|
217
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$461K
|
+$14.5K
|
+310
|
+3%
|
|
|
218
|
AssetMark Inc
Concord,
California
|
$450K
|
-$786K
|
-16,856
|
-64%
|
|
|
219
|
CRA Financial Services
Northfield,
New Jersey
|
$449K
|
–
|
–
|
–
|
|
|
220
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$447K
|
+$440K
|
+9,431
|
New
|
|
|
221
|
Evanson Asset Management
Carmel,
California
|
$446K
|
-$37.8K
|
-810
|
-8%
|
|
|
222
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$437K
|
-$30K
|
-643
|
-7%
|
|
|
223
|
Avantax Planning Partners
Dubuque,
Iowa
|
$432K
|
-$221K
|
-4,749
|
-34%
|
|
|
224
|
Autus Asset Management
Scottsdale,
Arizona
|
$421K
|
-$2.33K
|
-50
|
-0.6%
|
|
|
225
|
Avion Wealth
The Woodlands,
Texas
|
$408K
|
+$402K
|
+8,616
|
New
|
|
