|
301
|
Fiduciary Alliance
Greenville,
South Carolina
|
$719K
|
+$786
|
+11
|
+0.1%
|
|
|
302
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$716K
|
–
|
–
|
–
|
|
|
303
|
Ballentine Partners
Waltham,
Massachusetts
|
$713K
|
–
|
–
|
–
|
|
|
304
|
SageView Advisory Group
Newport Beach,
California
|
$706K
|
+$38.4K
|
+537
|
+6%
|
|
|
305
|
TIAA FSB
Jacksonville,
Florida
|
$705K
|
+$99.1K
|
+1,387
|
+16%
|
|
|
306
|
Welch & Forbes
Boston,
Massachusetts
|
$683K
|
–
|
–
|
–
|
|
|
307
|
AWM Capital
Phoenix,
Arizona
|
$676K
|
–
|
–
|
–
|
|
|
308
|
City Holding Co
Charleston,
West Virginia
|
$676K
|
+$78.6K
|
+1,100
|
+13%
|
|
|
309
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$665K
|
+$94.4K
|
+1,321
|
+17%
|
|
|
310
|
Montecito Bank & Trust
Santa Barbara,
California
|
$662K
|
–
|
–
|
–
|
|
|
311
|
Griffin Asset Management
New York
|
$657K
|
+$72K
|
+1,008
|
+12%
|
|
|
312
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$650K
|
–
|
–
|
–
|
|
|
313
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$646K
|
-$54.9K
|
-768
|
-8%
|
|
|
314
|
EP Wealth Advisors
Torrance,
California
|
$645K
|
-$3.49M
|
-48,851
|
-89%
|
|
|
315
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$644K
|
-$88.1K
|
-1,233
|
-12%
|
|
|
316
|
Parcion Private Wealth
Bellevue,
Washington
|
$642K
|
–
|
–
|
–
|
|
|
317
|
Venture Visionary Partners
Sylvania,
Ohio
|
$641K
|
+$71
|
+1
|
+0%
|
|
|
318
|
Avior Wealth Management
Omaha,
Nebraska
|
$640K
|
+$214
|
+3
|
+0%
|
|
|
319
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$639K
|
–
|
–
|
–
|
|
|
320
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$636K
|
–
|
–
|
–
|
|
|
321
|
Beacon Pointe Advisors
Newport Beach,
California
|
$633K
|
+$47.1K
|
+659
|
+8%
|
|
|
322
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$628K
|
-$30.6K
|
-428
|
-5%
|
|
|
323
|
Truepoint Inc
Cincinnati,
Ohio
|
$625K
|
+$571
|
+8
|
+0.1%
|
|
|
324
|
CX Institutional
Auburn,
Indiana
|
$624K
|
+$227K
|
+3,181
|
+58%
|
|
|
325
|
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
|
$618K
|
-$4.64K
|
-65
|
-0.7%
|
|
