|
201
|
Day & Ennis
Macon,
Georgia
|
$335K
|
+$113K
|
+1,059
|
+51%
|
|
|
202
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$326K
|
–
|
–
|
–
|
|
|
203
|
LifePlan Financial Group
Dayton,
Ohio
|
$322K
|
+$83.6K
|
+781
|
+35%
|
|
|
204
|
Truepoint Inc
Cincinnati,
Ohio
|
$321K
|
–
|
–
|
–
|
|
|
205
|
Thomaspartners
Boston,
Massachusetts
|
$316K
|
+$27.6K
|
+258
|
+10%
|
|
|
206
|
First American Trust
Santa Ana,
California
|
$299K
|
+$86K
|
+804
|
+40%
|
|
|
207
|
Perella Weinberg Partners Capital Management
New York
|
$296K
|
-$5.14K
|
-48
|
-2%
|
|
|
208
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$294K
|
+$24.4K
|
+228
|
+9%
|
|
|
209
|
Good Life Advisors
Reading,
Pennsylvania
|
$292K
|
-$99K
|
-925
|
-25%
|
|
|
210
|
Colony Group
Boston,
Massachusetts
|
$280K
|
+$33.9K
|
+317
|
+14%
|
|
|
211
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$278K
|
+$278K
|
+2,600
|
New
|
|
|
212
|
Venturi Wealth Management
Austin,
Texas
|
$273K
|
-$32K
|
-299
|
-10%
|
|
|
213
|
Homrich & Berg
Atlanta,
Georgia
|
$260K
|
-$15.1K
|
-141
|
-5%
|
|
|
214
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$257K
|
–
|
–
|
–
|
|
|
215
|
Capstone Asset Management
Houston,
Texas
|
$253K
|
-$69.4K
|
-649
|
-22%
|
|
|
216
|
|
$252K
|
+$21.2K
|
+198
|
+9%
|
|
|
217
|
Haverford Financial Services
Radnor,
Pennsylvania
|
$250K
|
-$1.39K
|
-13
|
-0.6%
|
|
|
218
|
Davenport & Co
Richmond,
Virginia
|
$240K
|
–
|
–
|
–
|
|
|
219
|
Cadence Bank NA
Houston,
Texas
|
$235K
|
+$236K
|
+2,205
|
New
|
|
|
220
|
BOK Financial Private Wealth
Denver,
Colorado
|
$233K
|
-$7.49K
|
-70
|
-3%
|
|
|
221
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$230K
|
-$17.8K
|
-166
|
-7%
|
|
|
222
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$230K
|
+$43.3K
|
+405
|
+23%
|
|
|
223
|
Oakworth Capital
Birmingham,
Alabama
|
$227K
|
–
|
–
|
–
|
|
|
224
|
|
$221K
|
+$221K
|
+2,066
|
New
|
|
|
225
|
FAS Wealth Partners
Leawood,
Kansas
|
$218K
|
-$23.8K
|
-222
|
-10%
|
|
