|
201
|
|
$321K
|
-$30.3K
|
-276
|
-9%
|
|
|
202
|
Thomaspartners
Boston,
Massachusetts
|
$315K
|
–
|
–
|
–
|
|
|
203
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$309K
|
+$308K
|
+2,804
|
New
|
|
|
204
|
Truepoint Inc
Cincinnati,
Ohio
|
$308K
|
-$22K
|
-200
|
-7%
|
|
|
205
|
NTV Asset Management
Charleston,
West Virginia
|
$302K
|
–
|
–
|
–
|
|
|
206
|
Homrich & Berg
Atlanta,
Georgia
|
$300K
|
–
|
–
|
–
|
|
|
207
|
Waverly Advisors
Birmingham,
Alabama
|
$297K
|
+$297K
|
+2,700
|
New
|
|
|
208
|
Venturi Wealth Management
Austin,
Texas
|
$294K
|
–
|
–
|
–
|
|
|
209
|
BOK Financial Private Wealth
Denver,
Colorado
|
$266K
|
–
|
–
|
–
|
|
|
210
|
Haverford Financial Services
Radnor,
Pennsylvania
|
$260K
|
–
|
–
|
–
|
|
|
211
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$251K
|
–
|
–
|
–
|
|
|
212
|
Davenport & Co
Richmond,
Virginia
|
$244K
|
–
|
–
|
–
|
|
|
213
|
First American Trust
Santa Ana,
California
|
$243K
|
+$5.06K
|
+46
|
+2%
|
|
|
214
|
Oakworth Capital
Birmingham,
Alabama
|
$234K
|
–
|
–
|
–
|
|
|
215
|
Fidelity Investments
Boston,
Massachusetts
|
$229K
|
+$228K
|
+2,077
|
New
|
|
|
216
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$217K
|
+$217K
|
+1,975
|
New
|
|
|
217
|
RGT Wealth Advisors
Dallas,
Texas
|
$216K
|
+$216K
|
+1,965
|
New
|
|
|
218
|
Lattice Strategies
Wayne,
Pennsylvania
|
$214K
|
-$31.3K
|
-285
|
-13%
|
|
|
219
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$204K
|
+$205K
|
+1,867
|
New
|
|
|
220
|
Next Financial Group
Houston,
Texas
|
$203K
|
+$167K
|
+1,520
|
+475%
|
|
|
221
|
Corient Capital Partners
Newport Beach,
California
|
$203K
|
+$202K
|
+1,842
|
New
|
|
|
222
|
WealthSource Partners
San Luis Obispo,
California
|
$201K
|
-$77.5K
|
-705
|
-28%
|
|
|
223
|
Archford Capital Strategies
Swansea,
Illinois
|
$197K
|
+$23.9K
|
+217
|
+14%
|
|
|
224
|
Shamrock Asset Management
Dallas,
Texas
|
$195K
|
-$248K
|
-2,260
|
-56%
|
|
|
225
|
Kanaly Trust
Houston,
Texas
|
$188K
|
-$44.5K
|
-405
|
-19%
|
|
