|
201
|
First National Trust
Hermitage,
Pennsylvania
|
$3.25M
|
-$156K
|
-1,358
|
-4%
|
|
|
202
|
Ratio Wealth Group
Denver,
Colorado
|
$3.21M
|
-$25.7K
|
-223
|
-0.8%
|
|
|
203
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$3.2M
|
-$115K
|
-1,004
|
-3%
|
|
|
204
|
Parametric Portfolio Associates
Seattle,
Washington
|
$3.2M
|
+$937K
|
+8,149
|
+40%
|
|
|
205
|
Disciplined Investments
Tulsa,
Oklahoma
|
$3.18M
|
–
|
–
|
–
|
|
|
206
|
IMS Capital Management
Portland,
Oregon
|
$3.08M
|
+$24.4K
|
+212
|
+0.8%
|
|
|
207
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$3.06M
|
-$634K
|
-5,511
|
-17%
|
|
|
208
|
Amarillo National Bank
Amarillo,
Texas
|
$3.05M
|
-$79.8K
|
-694
|
-2%
|
|
|
209
|
Aprio Wealth Management
Atlanta,
Georgia
|
$3.03M
|
+$3.11M
|
+27,047
|
New
|
|
|
210
|
Claro Advisors
Boston,
Massachusetts
|
$2.96M
|
+$102K
|
+888
|
+3%
|
|
|
211
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$2.92M
|
+$215K
|
+1,868
|
+8%
|
|
|
212
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$2.87M
|
+$235K
|
+2,046
|
+9%
|
|
|
213
|
TD Private Client Wealth
New York
|
$2.87M
|
-$230K
|
-2,001
|
-7%
|
|
|
214
|
Smart Portfolios LLC
Seattle,
Washington
|
$2.85M
|
-$132K
|
-1,149
|
-4%
|
|
|
215
|
Estate Counselors
Thiensville,
Wisconsin
|
$2.85M
|
+$2.92M
|
+25,410
|
New
|
|
|
216
|
Central Trust Company
Jefferson City,
Missouri
|
$2.76M
|
–
|
–
|
–
|
|
|
217
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$2.74M
|
+$25.9K
|
+225
|
+0.9%
|
|
|
218
|
Harbour Investments
Madison,
Wisconsin
|
$2.71M
|
-$303K
|
-2,632
|
-10%
|
|
|
219
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.71M
|
-$2.56M
|
-22,256
|
-48%
|
|
|
220
|
Holt Capital Partners
Fort Worth,
Texas
|
$2.67M
|
+$303K
|
+2,630
|
+12%
|
|
|
221
|
Glenview Trust
Louisville,
Kentucky
|
$2.66M
|
–
|
–
|
–
|
|
|
222
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$2.64M
|
+$77.9K
|
+677
|
+3%
|
|
|
223
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$2.63M
|
+$343K
|
+2,981
|
+15%
|
|
|
224
|
Choreo LLC
Rockford,
Illinois
|
$2.63M
|
-$21.3K
|
-185
|
-0.8%
|
|
|
225
|
Financial Counselors Inc
Overland Park,
Kansas
|
$2.62M
|
-$39.9K
|
-347
|
-1%
|
|
