|
251
|
Whittier Trust
South Pasadena,
California
|
$330K
|
–
|
–
|
–
|
|
|
252
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$327K
|
-$12.5K
|
-270
|
-4%
|
|
|
253
|
|
$327K
|
-$1.67K
|
-36
|
-0.5%
|
|
|
254
|
GW & Wade
Wellesley,
Massachusetts
|
$327K
|
+$302K
|
+6,540
|
New
|
|
|
255
|
Excalibur Management
Waltham,
Massachusetts
|
$321K
|
–
|
–
|
–
|
|
|
256
|
Principal Financial Group
Des Moines,
Iowa
|
$321K
|
+$78.5K
|
+1,698
|
+36%
|
|
|
257
|
Veracity Capital
Atlanta,
Georgia
|
$318K
|
-$24.7K
|
-534
|
-8%
|
|
|
258
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$317K
|
+$5.27K
|
+114
|
+2%
|
|
|
259
|
Vicus Capital
State College,
Pennsylvania
|
$317K
|
+$6.1K
|
+132
|
+2%
|
|
|
260
|
Windsor Capital Management
Phoenix,
Arizona
|
$315K
|
–
|
–
|
–
|
|
|
261
|
Avantax Planning Partners
Dubuque,
Iowa
|
$301K
|
-$11.1K
|
-240
|
-4%
|
|
|
262
|
Keeley-Teton Advisors
Chicago,
Illinois
|
$300K
|
–
|
–
|
–
|
|
|
263
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$300K
|
+$277K
|
+6,000
|
New
|
|
|
264
|
Aspire Private Capital
Cornelius,
North Carolina
|
$297K
|
+$55.2K
|
+1,194
|
+25%
|
|
|
265
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$291K
|
-$13.9K
|
-300
|
-5%
|
|
|
266
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$286K
|
+$264K
|
+5,712
|
New
|
|
|
267
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$282K
|
-$105K
|
-2,280
|
-29%
|
|
|
268
|
Independent Financial Group
San Diego,
California
|
$280K
|
+$19.4K
|
+420
|
+8%
|
|
|
269
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$279K
|
-$13.9K
|
-300
|
-5%
|
|
|
270
|
BCGM Wealth Management
Lafayette,
Indiana
|
$273K
|
+$234K
|
+5,070
|
New
|
|
|
271
|
Thomasville National Bank
Thomasville,
Georgia
|
$272K
|
–
|
–
|
–
|
|
|
272
|
EP Wealth Advisors
Torrance,
California
|
$262K
|
+$3.88K
|
+84
|
+2%
|
|
|
273
|
Beaumont Capital Management
Boston,
Massachusetts
|
$262K
|
+$242K
|
+5,238
|
New
|
|
|
274
|
AdvicePeriod
Los Angeles,
California
|
$261K
|
-$291K
|
-6,300
|
-55%
|
|
|
275
|
Oppenheimer & Co
New York
|
$260K
|
-$45.5K
|
-984
|
-16%
|
|
