|
151
|
Cerity Partners OCIO
New York
|
$348K
|
–
|
–
|
–
|
|
|
152
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$338K
|
–
|
–
|
–
|
|
|
153
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$314K
|
-$5.33K
|
-100
|
-2%
|
|
|
154
|
Pacific Financial Group
Bellevue,
Washington
|
$313K
|
-$30.1K
|
-564
|
-9%
|
|
|
155
|
Veritable
Wilmington,
Delaware
|
$308K
|
–
|
–
|
–
|
|
|
156
|
SouthState Corp
Winter Haven,
Florida
|
$295K
|
+$291K
|
+5,462
|
New
|
|
|
157
|
Creative Planning
Overland Park,
Kansas
|
$293K
|
+$53.8K
|
+1,008
|
+23%
|
|
|
158
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$287K
|
–
|
–
|
–
|
|
|
159
|
Wealthcare Capital Management
Richmond,
Virginia
|
$285K
|
+$14.4K
|
+270
|
+5%
|
|
|
160
|
BB&T Securities
Richmond,
Virginia
|
$263K
|
-$70.2K
|
-1,316
|
-21%
|
|
|
161
|
Financial Counselors Inc
Overland Park,
Kansas
|
$261K
|
+$29.3K
|
+550
|
+13%
|
|
|
162
|
Bank of the West
Monterey Park,
California
|
$252K
|
-$2.35K
|
-44
|
-0.9%
|
|
|
163
|
CIBC Bank USA
Chicago,
Illinois
|
$243K
|
–
|
–
|
–
|
|
|
164
|
Narwhal Capital Management
Marietta,
Georgia
|
$238K
|
–
|
–
|
–
|
|
|
165
|
Baker Avenue Asset Management
San Francisco,
California
|
$227K
|
-$2.04M
|
-38,242
|
-90%
|
|
|
166
|
Beck Mack & Oliver
New York
|
$221K
|
-$10.7K
|
-200
|
-5%
|
|
|
167
|
James Investment Research
Alpha,
Ohio
|
$219K
|
-$74.7K
|
-1,400
|
-26%
|
|
|
168
|
Evercore Wealth Management
New York
|
$218K
|
–
|
–
|
–
|
|
|
169
|
Acropolis Investment Management
St. Louis,
Missouri
|
$218K
|
-$164K
|
-3,080
|
-43%
|
|
|
170
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$212K
|
-$12K
|
-224
|
-5%
|
|
|
171
|
Donaldson Capital Management
Evansville,
Indiana
|
$204K
|
-$10.1K
|
-190
|
-5%
|
|
|
172
|
Patten & Patten
Chattanooga,
Tennessee
|
$202K
|
+$199K
|
+3,738
|
New
|
|
|
173
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$168K
|
+$33.9K
|
+636
|
+26%
|
|
|
174
|
Barrett Asset Management
New York
|
$130K
|
+$1.49K
|
+28
|
+1%
|
|
|
175
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$120K
|
+$534
|
+10
|
+0.5%
|
|
