|
301
|
Franklin Resources
San Mateo,
California
|
$430K
|
+$424K
|
+4,828
|
New
|
|
|
302
|
Montecito Bank & Trust
Santa Barbara,
California
|
$429K
|
–
|
–
|
–
|
|
|
303
|
Edge Capital Group
Atlanta,
Georgia
|
$429K
|
+$615
|
+7
|
+0.1%
|
|
|
304
|
Evensky & Katz
Coral Gables,
Florida
|
$429K
|
+$2.11K
|
+24
|
+0.5%
|
|
|
305
|
First National Bank of Omaha
Omaha,
Nebraska
|
$426K
|
-$22.4K
|
-255
|
-5%
|
|
|
306
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$425K
|
+$174K
|
+1,978
|
+71%
|
|
|
307
|
Northstar Wealth Partners
West Hartford,
Connecticut
|
$424K
|
+$10.3K
|
+117
|
+3%
|
|
|
308
|
Colorado Capital Management
Boulder,
Colorado
|
$422K
|
-$30.2K
|
-344
|
-7%
|
|
|
309
|
Voya Financial Advisors
Windsor,
Connecticut
|
$413K
|
+$34.7K
|
+395
|
+9%
|
|
|
310
|
Cordatus Wealth Management
Newtown,
Pennsylvania
|
$410K
|
-$4.74K
|
-54
|
-1%
|
|
|
311
|
Chevy Chase Trust
Bethesda,
Maryland
|
$408K
|
–
|
–
|
–
|
|
|
312
|
Trivium Point Advisory
Westport,
Connecticut
|
$408K
|
+$2.72K
|
+31
|
+0.7%
|
|
|
313
|
Neuberger Berman Group
New York
|
$404K
|
+$27.7K
|
+315
|
+7%
|
|
|
314
|
Allen Investment Management
New York
|
$400K
|
-$3.95K
|
-45
|
-1%
|
|
|
315
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$398K
|
+$42.6K
|
+485
|
+12%
|
|
|
316
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$391K
|
+$351
|
+4
|
+0.1%
|
|
|
317
|
Manchester Capital Management
Manchester,
Vermont
|
$390K
|
–
|
–
|
–
|
|
|
318
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$380K
|
–
|
–
|
–
|
|
|
319
|
IRON Financial
Northbrook,
Illinois
|
$379K
|
+$383K
|
+4,362
|
New
|
|
|
320
|
Cypress Wealth Services
Palm Desert,
California
|
$375K
|
+$41K
|
+467
|
+12%
|
|
|
321
|
Gryphon Financial Partners
Columbus,
Ohio
|
$370K
|
–
|
–
|
–
|
|
|
322
|
Mercer Global Advisors
Denver,
Colorado
|
$369K
|
+$105K
|
+1,191
|
+40%
|
|
|
323
|
1ST Source Bank
South Bend,
Indiana
|
$365K
|
–
|
–
|
–
|
|
|
324
|
Barclays
London,
United Kingdom
|
$362K
|
-$10.5M
|
-119,848
|
-97%
|
|
|
325
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$351K
|
–
|
–
|
–
|
|
