|
301
|
Middleton & Co
Boston,
Massachusetts
|
$219K
|
–
|
–
|
–
|
|
|
302
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$219K
|
+$217K
|
+4,500
|
New
|
|
|
303
|
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
$218K
|
–
|
–
|
–
|
|
|
304
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$216K
|
+$214K
|
+4,446
|
New
|
|
|
305
|
Oxbow Advisors
Austin,
Texas
|
$213K
|
–
|
–
|
–
|
|
|
306
|
Coldstream Capital Management
Bellevue,
Washington
|
$213K
|
+$211K
|
+4,368
|
New
|
|
|
307
|
R.M. Davis Inc
Portland,
Maine
|
$211K
|
+$209K
|
+4,340
|
New
|
|
|
308
|
Sigma Investment Counselors
Northville,
Michigan
|
$207K
|
+$205K
|
+4,256
|
New
|
|
|
309
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$201K
|
–
|
–
|
–
|
|
|
310
|
Confluence Wealth Management
Portland,
Oregon
|
$200K
|
-$11.9K
|
-246
|
-6%
|
|
|
311
|
KCM Investment Advisors
Greenbrae,
California
|
$200K
|
-$964
|
-20
|
-0.5%
|
|
|
312
|
Stephens Investment Management Group
Houston,
Texas
|
$198K
|
+$196K
|
+4,066
|
New
|
|
|
313
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$190K
|
+$188K
|
+3,906
|
New
|
|
|
314
|
American International Group
New York
|
$175K
|
-$756K
|
-15,692
|
-81%
|
|
|
315
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$167K
|
+$2.31K
|
+48
|
+1%
|
|
|
316
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
$166K
|
-$96.6K
|
-2,004
|
-37%
|
|
|
317
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$156K
|
-$63K
|
-1,308
|
-29%
|
|
|
318
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$156K
|
+$11.6K
|
+240
|
+8%
|
|
|
319
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$148K
|
-$2.31K
|
-48
|
-2%
|
|
|
320
|
Omnia Family Wealth
Aventura,
Florida
|
$133K
|
+$132K
|
+2,730
|
New
|
|
|
321
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$131K
|
–
|
–
|
–
|
|
|
322
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$128K
|
+$127K
|
+2,632
|
New
|
|
|
323
|
First Financial Corp
Terre Haute,
Indiana
|
$125K
|
-$964
|
-20
|
-0.8%
|
|
|
324
|
Ballentine Partners
Waltham,
Massachusetts
|
$125K
|
–
|
–
|
–
|
|
|
325
|
IHT Wealth Management
Chicago,
Illinois
|
$123K
|
+$120K
|
+2,500
|
New
|
|
