|
301
|
Meridian Wealth Management
Lexington,
Kentucky
|
$709K
|
+$748
|
+7
|
+0.1%
|
|
|
302
|
MONECO Advisors
Fairfield,
Connecticut
|
$706K
|
-$99.5K
|
-932
|
-12%
|
|
|
303
|
Davidson Trust Company
Seattle,
Washington
|
$706K
|
+$357K
|
+3,347
|
+100%
|
|
|
304
|
Meridian Investment Counsel
Lafayette,
California
|
$700K
|
–
|
–
|
–
|
|
|
305
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$694K
|
–
|
–
|
–
|
|
|
306
|
South Shore Capital Advisors
Cohasset,
Massachusetts
|
$685K
|
+$694K
|
+6,500
|
New
|
|
|
307
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$681K
|
-$58.7K
|
-550
|
-8%
|
|
|
308
|
Collective Family Office
York,
Pennsylvania
|
$679K
|
–
|
–
|
–
|
|
|
309
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$675K
|
–
|
–
|
–
|
|
|
310
|
Ferris Capital
Marlborough,
Massachusetts
|
$673K
|
-$5.93M
|
-55,495
|
-90%
|
|
|
311
|
Total Wealth Planning
Cincinnati,
Ohio
|
$673K
|
-$23.7K
|
-222
|
-3%
|
|
|
312
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$664K
|
-$3.2K
|
-30
|
-0.5%
|
|
|
313
|
Montecito Bank & Trust
Santa Barbara,
California
|
$661K
|
–
|
–
|
–
|
|
|
314
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$657K
|
+$315K
|
+2,949
|
+5,266%
|
|
|
315
|
Venture Visionary Partners
Sylvania,
Ohio
|
$648K
|
-$141K
|
-1,320
|
-18%
|
|
|
316
|
|
$648K
|
+$83.9K
|
+786
|
+15%
|
|
|
317
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$647K
|
+$65.8K
|
+616
|
+11%
|
|
|
318
|
Citizens Financial Group
Providence,
Rhode Island
|
$639K
|
+$3.63K
|
+34
|
+0.6%
|
|
|
319
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$638K
|
-$34.7K
|
-325
|
-5%
|
|
|
320
|
Wealthspire Advisors (New York)
New York
|
$633K
|
-$2.03K
|
-19
|
-0.3%
|
|
|
321
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$633K
|
-$1.82K
|
-17
|
-0.3%
|
|
|
322
|
Franklin Resources
San Mateo,
California
|
$632K
|
+$227K
|
+2,128
|
+55%
|
|
|
323
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$623K
|
+$632K
|
+5,918
|
New
|
|
|
324
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$619K
|
–
|
–
|
–
|
|
|
325
|
CWA Asset Management Group
Naples,
Florida
|
$603K
|
+$605K
|
+5,668
|
New
|
|
