|
226
|
Mercer Global Advisors
Denver,
Colorado
|
$479K
|
+$611K
|
+8,850
|
+165%
|
|
|
227
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$474K
|
-$84.6K
|
-1,224
|
-15%
|
|
|
228
|
Total Wealth Planning
Cincinnati,
Ohio
|
$474K
|
-$10.6K
|
-154
|
-2%
|
|
|
229
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$472K
|
–
|
–
|
–
|
|
|
230
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$464K
|
–
|
–
|
–
|
|
|
231
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$461K
|
-$4.56K
|
-66
|
-1%
|
|
|
232
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$460K
|
+$471K
|
+6,824
|
New
|
|
|
233
|
Cerity Partners OCIO
New York
|
$457K
|
-$4.7K
|
-68
|
-1%
|
|
|
234
|
Montecito Bank & Trust
Santa Barbara,
California
|
$451K
|
-$22.1K
|
-320
|
-5%
|
|
|
235
|
Belpointe Asset Management
Reno,
Nevada
|
$450K
|
–
|
–
|
–
|
|
|
236
|
Meridian Investment Counsel
Lafayette,
California
|
$448K
|
–
|
–
|
–
|
|
|
237
|
EPG Wealth Management
Atlanta,
Georgia
|
$443K
|
-$119K
|
-1,724
|
-21%
|
|
|
238
|
HYA Advisors
Springfield,
Missouri
|
$437K
|
-$16.7K
|
-242
|
-4%
|
|
|
239
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$432K
|
–
|
–
|
–
|
|
|
240
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$430K
|
–
|
–
|
–
|
|
|
241
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$427K
|
–
|
–
|
–
|
|
|
242
|
Raymond James Trust
St. Petersburg,
Florida
|
$426K
|
+$16.9K
|
+244
|
+4%
|
|
|
243
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$422K
|
+$433K
|
+6,264
|
New
|
|
|
244
|
WealthSource Partners
San Luis Obispo,
California
|
$420K
|
–
|
–
|
–
|
|
|
245
|
55I LLC
Boston,
Massachusetts
|
$420K
|
+$208K
|
+3,006
|
+93%
|
|
|
246
|
Griffin Asset Management
New York
|
$419K
|
+$6.36K
|
+92
|
+2%
|
|
|
247
|
Renaissance Technologies
New York
|
$418K
|
+$428K
|
+6,200
|
New
|
|
|
248
|
Citizens Financial Group
Providence,
Rhode Island
|
$417K
|
-$45.6K
|
-660
|
-10%
|
|
|
249
|
Cobblestone Capital Advisors
Rochester,
New York
|
$413K
|
–
|
–
|
–
|
|
|
250
|
Rikoon Group
Santa Fe,
New Mexico
|
$407K
|
-$12.7K
|
-184
|
-3%
|
|
