|
301
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$590K
|
–
|
–
|
–
|
|
|
302
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$589K
|
–
|
–
|
–
|
|
|
303
|
Meridian Financial
Holliston,
Massachusetts
|
$589K
|
+$30.3K
|
+304
|
+5%
|
|
|
304
|
Clear Creek Financial Management
Silverdale,
Washington
|
$588K
|
-$11.6M
|
-116,075
|
-95%
|
|
|
305
|
Cerity Partners OCIO
New York
|
$578K
|
+$697
|
+7
|
+0.1%
|
|
|
306
|
Franklin Resources
San Mateo,
California
|
$572K
|
-$10.8K
|
-109
|
-2%
|
|
|
307
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$572K
|
–
|
–
|
–
|
|
|
308
|
Cadence Bank
Tupelo,
Mississippi
|
$565K
|
+$625K
|
+6,280
|
New
|
|
|
309
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$561K
|
+$159K
|
+1,599
|
+34%
|
|
|
310
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$556K
|
-$38.2K
|
-384
|
-6%
|
|
|
311
|
Citizens Financial Group
Providence,
Rhode Island
|
$554K
|
–
|
–
|
–
|
|
|
312
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$549K
|
–
|
–
|
–
|
|
|
313
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$545K
|
-$583K
|
-5,860
|
-49%
|
|
|
314
|
Synovus Financial
Columbus,
Georgia
|
$545K
|
-$6.17K
|
-62
|
-1%
|
|
|
315
|
Total Wealth Planning
Cincinnati,
Ohio
|
$542K
|
-$21.9K
|
-220
|
-4%
|
|
|
316
|
WNY Asset Management
Williamsville,
New York
|
$542K
|
+$12.9K
|
+130
|
+2%
|
|
|
317
|
Meridian Wealth Management
Lexington,
Kentucky
|
$541K
|
-$461K
|
-4,628
|
-44%
|
|
|
318
|
Montecito Bank & Trust
Santa Barbara,
California
|
$540K
|
–
|
–
|
–
|
|
|
319
|
MONECO Advisors
Fairfield,
Connecticut
|
$539K
|
+$4.08K
|
+41
|
+0.7%
|
|
|
320
|
Saxon Interests
Houston,
Texas
|
$538K
|
-$220K
|
-2,215
|
-28%
|
|
|
321
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$537K
|
-$100
|
-1
|
-0%
|
|
|
322
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$529K
|
–
|
–
|
–
|
|
|
323
|
Shilanski & Associates
Anchorage,
Alaska
|
$529K
|
+$585K
|
+5,876
|
New
|
|
|
324
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$525K
|
–
|
–
|
–
|
|
|
325
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$523K
|
+$346K
|
+3,480
|
+150%
|
|
