|
301
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$4.2M
|
-$50.3K
|
-531
|
-1%
|
|
|
302
|
Ballentine Partners
Waltham,
Massachusetts
|
$4.17M
|
+$102K
|
+1,071
|
+3%
|
|
|
303
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$4.15M
|
–
|
–
|
–
|
|
|
304
|
Sequoia Financial Advisors
Akron,
Ohio
|
$4.12M
|
-$688K
|
-7,255
|
-15%
|
|
|
305
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$4.1M
|
+$474K
|
+5,000
|
+13%
|
|
|
306
|
IHT Wealth Management
Chicago,
Illinois
|
$3.99M
|
+$50.2K
|
+530
|
+1%
|
|
|
307
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.98M
|
-$96.1K
|
-1,014
|
-2%
|
|
|
308
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$3.91M
|
-$19K
|
-200
|
-0.5%
|
|
|
309
|
SCS Capital Management
Boston,
Massachusetts
|
$3.91M
|
+$664
|
+7
|
+0%
|
|
|
310
|
Asset Management Group
Stamford,
Connecticut
|
$3.8M
|
+$12.1K
|
+128
|
+0.3%
|
|
|
311
|
Aspiriant LLC
Los Angeles,
California
|
$3.8M
|
-$3.75M
|
-39,597
|
-50%
|
|
|
312
|
NVWM LLC
Yardley,
Pennsylvania
|
$3.78M
|
+$74.8K
|
+789
|
+2%
|
|
|
313
|
Oppenheimer & Co
New York
|
$3.78M
|
-$12.8K
|
-135
|
-0.3%
|
|
|
314
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
$3.76M
|
+$4.46K
|
+47
|
+0.1%
|
|
|
315
|
NBC Securities
Birmingham,
Alabama
|
$3.75M
|
-$93.9K
|
-991
|
-2%
|
|
|
316
|
Gryphon Financial Partners
Columbus,
Ohio
|
$3.75M
|
-$609K
|
-6,424
|
-14%
|
|
|
317
|
Financial Engines Advisors
Santa Clara,
California
|
$3.63M
|
+$21.5K
|
+227
|
+0.6%
|
|
|
318
|
Charles Schwab Trust
Henderson,
Nevada
|
$3.62M
|
-$54.8K
|
-578
|
-2%
|
|
|
319
|
Global Retirement Partners
San Rafael,
California
|
$3.62M
|
-$16.7K
|
-176
|
-0.5%
|
|
|
320
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$3.62M
|
+$367K
|
+3,870
|
+12%
|
|
|
321
|
J.W. Cole Advisors
Tampa,
Florida
|
$3.62M
|
+$173K
|
+1,824
|
+5%
|
|
|
322
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$3.6M
|
+$848K
|
+8,943
|
+32%
|
|
|
323
|
Greykasell Wealth Strategies
Danville,
California
|
$3.58M
|
-$729K
|
-7,688
|
-17%
|
|
|
324
|
Davenport & Co
Richmond,
Virginia
|
$3.55M
|
+$835K
|
+8,809
|
+31%
|
|
|
325
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$3.54M
|
+$141K
|
+1,484
|
+4%
|
|
