|
201
|
Holderness Investments Company
Greensboro,
North Carolina
|
$306K
|
–
|
–
|
–
|
|
|
202
|
Sequoia Financial Advisors
Akron,
Ohio
|
$304K
|
–
|
–
|
–
|
|
|
203
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$304K
|
+$42.4K
|
+743
|
+16%
|
|
|
204
|
ARS Investment Partners
New York
|
$303K
|
–
|
–
|
–
|
|
|
205
|
Evercore Wealth Management
New York
|
$294K
|
–
|
–
|
–
|
|
|
206
|
Perigon Wealth Management
San Francisco,
California
|
$290K
|
-$77.4K
|
-1,356
|
-21%
|
|
|
207
|
Neuberger Berman Group
New York
|
$287K
|
-$284K
|
-4,980
|
-50%
|
|
|
208
|
Courage Miller Partners
Norfolk,
Virginia
|
$287K
|
–
|
–
|
–
|
|
|
209
|
Citadel Advisors
Miami,
Florida
|
$287K
|
-$3.02M
|
-52,865
|
-91%
|
|
|
210
|
Silvercrest Asset Management
New York
|
$286K
|
–
|
–
|
–
|
|
|
211
|
Mather Group
Chicago,
Illinois
|
$283K
|
–
|
–
|
–
|
|
|
212
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$281K
|
+$175K
|
+3,061
|
+170%
|
|
|
213
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$270K
|
–
|
–
|
–
|
|
|
214
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$267K
|
+$266K
|
+4,662
|
New
|
|
|
215
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$267K
|
–
|
–
|
–
|
|
|
216
|
MAI Capital Management
Independence,
Ohio
|
$266K
|
+$263K
|
+4,616
|
New
|
|
|
217
|
PCA Investment Advisory Services
Cincinnati,
Ohio
|
$258K
|
+$3.54K
|
+62
|
+1%
|
|
|
218
|
Charles Schwab
San Francisco,
California
|
$258K
|
-$159K
|
-2,789
|
-38%
|
|
|
219
|
Harbour Trust & Investment Management
Michigan City,
Indiana
|
$256K
|
-$4.62K
|
-81
|
-2%
|
|
|
220
|
Linscomb Wealth
Houston,
Texas
|
$254K
|
–
|
–
|
–
|
|
|
221
|
Choreo LLC
Rockford,
Illinois
|
$252K
|
–
|
–
|
–
|
|
|
222
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$243K
|
+$399
|
+7
|
+0.2%
|
|
|
223
|
Cordant Inc
Portland,
Oregon
|
$240K
|
–
|
–
|
–
|
|
|
224
|
Jordan Park Group
San Francisco,
California
|
$239K
|
–
|
–
|
–
|
|
|
225
|
|
$238K
|
+$24.9K
|
+436
|
+12%
|
|
