|
301
|
SVB Wealth
Boston,
Massachusetts
|
$881K
|
+$780K
|
+10,748
|
+2,701%
|
|
|
302
|
BTR Capital Management
Oakland,
California
|
$871K
|
–
|
–
|
–
|
|
|
303
|
Financial Engines Advisors
Santa Clara,
California
|
$870K
|
-$2.24M
|
-30,884
|
-74%
|
|
|
304
|
Castleark Management
Chicago,
Illinois
|
$870K
|
–
|
–
|
–
|
|
|
305
|
Oxford Financial Group
Carmel,
Indiana
|
$865K
|
-$7.83K
|
-108
|
-1%
|
|
|
306
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$865K
|
–
|
–
|
–
|
|
|
307
|
Burleson & Co
Petaluma,
California
|
$859K
|
-$25.8K
|
-356
|
-3%
|
|
|
308
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$852K
|
+$580
|
+8
|
+0.1%
|
|
|
309
|
Autus Asset Management
Scottsdale,
Arizona
|
$841K
|
+$13.5K
|
+186
|
+2%
|
|
|
310
|
Regent Investment Management
Louisville,
Kentucky
|
$836K
|
+$463K
|
+6,378
|
+152%
|
|
|
311
|
People's United Financial
Bridgeport,
Connecticut
|
$834K
|
+$14.5K
|
+200
|
+2%
|
|
|
312
|
Cadence Bank NA
Houston,
Texas
|
$833K
|
–
|
–
|
–
|
|
|
313
|
First Command Bank
Fort Worth,
Texas
|
$822K
|
-$198K
|
-2,724
|
-21%
|
|
|
314
|
First Command Financial Services
Fort Worth,
Texas
|
$822K
|
-$198K
|
-2,724
|
-21%
|
|
|
315
|
Argent Trust Co
Nashville,
Tennessee
|
$811K
|
-$428K
|
-5,898
|
-37%
|
|
|
316
|
United Capital Management of KS
Salina,
Kansas
|
$797K
|
-$43.2K
|
-596
|
-6%
|
|
|
317
|
NTV Asset Management
Charleston,
West Virginia
|
$788K
|
–
|
–
|
–
|
|
|
318
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$785K
|
-$18K
|
-248
|
-2%
|
|
|
319
|
Reynders McVeigh Capital Management
Boston,
Massachusetts
|
$779K
|
–
|
–
|
–
|
|
|
320
|
Private Portfolio Partners
Paramus,
New Jersey
|
$779K
|
+$13.2K
|
+182
|
+2%
|
|
|
321
|
Kore Private Wealth
New York
|
$771K
|
+$28.6K
|
+394
|
+4%
|
|
|
322
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$770K
|
+$145
|
+2
|
+0%
|
|
|
323
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$766K
|
-$98.5K
|
-1,358
|
-12%
|
|
|
324
|
Key Financial Inc
West Chester,
Pennsylvania
|
$766K
|
-$17.3K
|
-238
|
-2%
|
|
|
325
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$765K
|
–
|
–
|
–
|
|
