|
226
|
Montecito Bank & Trust
Santa Barbara,
California
|
$466K
|
-$40K
|
-638
|
-8%
|
|
|
227
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$459K
|
-$376K
|
-6,000
|
-46%
|
|
|
228
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$459K
|
–
|
–
|
–
|
|
|
229
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$458K
|
–
|
–
|
–
|
|
|
230
|
Cerity Partners OCIO
New York
|
$455K
|
+$251
|
+4
|
+0.1%
|
|
|
231
|
HYA Advisors
Springfield,
Missouri
|
$447K
|
-$14.8K
|
-236
|
-3%
|
|
|
232
|
Citizens Financial Group
Providence,
Rhode Island
|
$444K
|
-$48.9K
|
-780
|
-10%
|
|
|
233
|
Belpointe Asset Management
Reno,
Nevada
|
$444K
|
+$2.88K
|
+46
|
+0.7%
|
|
|
234
|
Meridian Investment Counsel
Lafayette,
California
|
$442K
|
–
|
–
|
–
|
|
|
235
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$426K
|
–
|
–
|
–
|
|
|
236
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$425K
|
+$57.2K
|
+912
|
+11%
|
|
|
237
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$424K
|
+$400K
|
+6,384
|
New
|
|
|
238
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$421K
|
–
|
–
|
–
|
|
|
239
|
Modera Wealth Management
Westwood,
New Jersey
|
$417K
|
+$50.2K
|
+800
|
+15%
|
|
|
240
|
WealthSource Partners
San Luis Obispo,
California
|
$415K
|
-$332K
|
-5,294
|
-46%
|
|
|
241
|
Graypoint LLC
Albany,
New York
|
$414K
|
-$18.8K
|
-300
|
-5%
|
|
|
242
|
Rikoon Group
Santa Fe,
New Mexico
|
$413K
|
-$14.6K
|
-232
|
-4%
|
|
|
243
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$411K
|
-$15.9K
|
-254
|
-4%
|
|
|
244
|
Bank of Stockton
Stockton,
California
|
$409K
|
-$1.86M
|
-29,708
|
-83%
|
|
|
245
|
Griffin Asset Management
New York
|
$407K
|
-$122K
|
-1,942
|
-24%
|
|
|
246
|
Cobblestone Capital Advisors
Rochester,
New York
|
$407K
|
-$23.2K
|
-370
|
-6%
|
|
|
247
|
Raymond James Trust
St. Petersburg,
Florida
|
$404K
|
-$588K
|
-9,368
|
-61%
|
|
|
248
|
Soltis Investment Advisors
St. George,
Utah
|
$399K
|
+$376K
|
+5,996
|
New
|
|
|
249
|
Mattern Capital Management
Lakewood,
Colorado
|
$396K
|
-$273K
|
-4,358
|
-42%
|
|
|
250
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$393K
|
-$69.6K
|
-1,110
|
-16%
|
|
