|
201
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$416K
|
–
|
–
|
–
|
|
|
202
|
Meridian Investment Counsel
Lafayette,
California
|
$412K
|
-$1.85K
|
-28
|
-0.4%
|
|
|
203
|
Cerity Partners OCIO
New York
|
$408K
|
-$3.83K
|
-58
|
-0.9%
|
|
|
204
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$405K
|
–
|
–
|
–
|
|
|
205
|
Country Club Trust
Kansas City,
Missouri
|
$403K
|
-$11.9K
|
-180
|
-3%
|
|
|
206
|
Advisor Consultant Network
Cleveland,
Ohio
|
$403K
|
+$400K
|
+6,060
|
New
|
|
|
207
|
RGT Wealth Advisors
Dallas,
Texas
|
$403K
|
+$401K
|
+6,072
|
New
|
|
|
208
|
Raymond James Trust
St. Petersburg,
Florida
|
$388K
|
-$14.3K
|
-216
|
-4%
|
|
|
209
|
Hugh Johnson Advisors
Albany,
New York
|
$383K
|
+$51.5K
|
+780
|
+16%
|
|
|
210
|
Lebenthal Asset Management
New York
|
$380K
|
-$1.85K
|
-28
|
-0.5%
|
|
|
211
|
Evanson Asset Management
Carmel,
California
|
$380K
|
–
|
–
|
–
|
|
|
212
|
Mariner
Overland Park,
Kansas
|
$376K
|
+$135K
|
+2,036
|
+56%
|
|
|
213
|
Fiduciary Trust
Boston,
Massachusetts
|
$360K
|
–
|
–
|
–
|
|
|
214
|
Moneywise Inc
Forest,
Virginia
|
$349K
|
+$347K
|
+5,250
|
New
|
|
|
215
|
One Capital Management
Westlake Village,
California
|
$348K
|
-$164K
|
-2,476
|
-32%
|
|
|
216
|
Colony Group
Boston,
Massachusetts
|
$343K
|
-$348K
|
-5,264
|
-51%
|
|
|
217
|
Balentine LLC
Atlanta,
Georgia
|
$342K
|
+$10.6K
|
+160
|
+3%
|
|
|
218
|
NWAM LLC
Mercer Island,
Washington
|
$336K
|
+$4.49K
|
+68
|
+1%
|
|
|
219
|
Wealthcare Capital Management
Richmond,
Virginia
|
$310K
|
–
|
–
|
–
|
|
|
220
|
Perigon Wealth Management
San Francisco,
California
|
$306K
|
+$251K
|
+3,798
|
+475%
|
|
|
221
|
SouthState Corp
Winter Haven,
Florida
|
$303K
|
-$793
|
-12
|
-0.3%
|
|
|
222
|
Cue Advisory Services
Phoenix,
Arizona
|
$299K
|
+$46.3K
|
+700
|
+18%
|
|
|
223
|
Capital Investment Advisors
Atlanta,
Georgia
|
$293K
|
–
|
–
|
–
|
|
|
224
|
|
$285K
|
+$140K
|
+2,126
|
+98%
|
|
|
225
|
V Wealth Advisors
Overland Park,
Kansas
|
$279K
|
+$2.38K
|
+36
|
+0.9%
|
|
