|
301
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$765K
|
–
|
–
|
–
|
|
|
302
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$758K
|
–
|
–
|
–
|
|
|
303
|
Fiduciary Alliance
Greenville,
South Carolina
|
$755K
|
+$643
|
+9
|
+0.1%
|
|
|
304
|
Ballentine Partners
Waltham,
Massachusetts
|
$748K
|
–
|
–
|
–
|
|
|
305
|
|
$738K
|
+$703K
|
+9,852
|
New
|
|
|
306
|
TIAA FSB
Jacksonville,
Florida
|
$736K
|
-$3.14K
|
-44
|
-0.4%
|
|
|
307
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$733K
|
+$40.8K
|
+572
|
+6%
|
|
|
308
|
Citadel Advisors
Miami,
Florida
|
$726K
|
+$282K
|
+3,956
|
+69%
|
|
|
309
|
Avior Wealth Management
Omaha,
Nebraska
|
$719K
|
+$45.3K
|
+635
|
+7%
|
|
|
310
|
SageView Advisory Group
Newport Beach,
California
|
$710K
|
-$29.3K
|
-410
|
-4%
|
|
|
311
|
City Holding Co
Charleston,
West Virginia
|
$709K
|
–
|
–
|
–
|
|
|
312
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$703K
|
-$73.4K
|
-1,028
|
-10%
|
|
|
313
|
Cetera Advisors
Denver,
Colorado
|
$701K
|
-$123K
|
-1,725
|
-16%
|
|
|
314
|
Montecito Bank & Trust
Santa Barbara,
California
|
$690K
|
-$3.57K
|
-50
|
-0.5%
|
|
|
315
|
Welch & Forbes
Boston,
Massachusetts
|
$689K
|
-$26.4K
|
-370
|
-4%
|
|
|
316
|
Pacific Sun Financial
Los Angeles,
California
|
$687K
|
+$686K
|
+9,613
|
New
|
|
|
317
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$682K
|
–
|
–
|
–
|
|
|
318
|
Financial Alternatives
La Jolla,
California
|
$681K
|
-$100K
|
-1,400
|
-13%
|
|
|
319
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$678K
|
–
|
–
|
–
|
|
|
320
|
Griffin Asset Management
New York
|
$676K
|
-$12.3K
|
-172
|
-2%
|
|
|
321
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$674K
|
+$14.5K
|
+203
|
+2%
|
|
|
322
|
Parcion Private Wealth
Bellevue,
Washington
|
$674K
|
–
|
–
|
–
|
|
|
323
|
Truepoint Inc
Cincinnati,
Ohio
|
$674K
|
+$17.3K
|
+242
|
+3%
|
|
|
324
|
Venture Visionary Partners
Sylvania,
Ohio
|
$672K
|
–
|
–
|
–
|
|
|
325
|
CX Institutional
Auburn,
Indiana
|
$671K
|
+$17.5K
|
+245
|
+3%
|
|
