|
26
|
Willis Johnson & Associates
Houston,
Texas
|
$371K
|
–
|
–
|
–
|
|
|
27
|
SC&H Financial Advisors
Sparks,
Maryland
|
$366K
|
–
|
–
|
–
|
|
|
28
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$356K
|
+$662
|
+10
|
+0.2%
|
|
|
29
|
Bank of America
Charlotte,
North Carolina
|
$314K
|
+$1.26K
|
+19
|
+0.4%
|
|
|
30
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$299K
|
-$26.5K
|
-400
|
-8%
|
|
|
31
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$297K
|
–
|
–
|
–
|
|
|
32
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$294K
|
-$265
|
-4
|
-0.1%
|
|
|
33
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$293K
|
–
|
–
|
–
|
|
|
34
|
GAMCO Investors
Greenwich,
Connecticut
|
$286K
|
–
|
–
|
–
|
|
|
35
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$272K
|
–
|
–
|
–
|
|
|
36
|
Fulton Bank
Lancaster,
Pennsylvania
|
$254K
|
+$247K
|
+3,735
|
New
|
|
|
37
|
Financial Consulate
Hunt Valley,
Maryland
|
$237K
|
-$17.6K
|
-265
|
-7%
|
|
|
38
|
Charles Schwab
San Francisco,
California
|
$227K
|
+$221K
|
+3,341
|
New
|
|
|
39
|
Rathbones Group
Liverpool,
United Kingdom
|
$221K
|
-$33.1K
|
-500
|
-13%
|
|
|
40
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$219K
|
-$199K
|
-3,000
|
-48%
|
|
|
41
|
Tufton Capital Management
Hunt Valley,
Maryland
|
$213K
|
+$208K
|
+3,136
|
New
|
|
|
42
|
William Blair & Company
Chicago,
Illinois
|
$212K
|
–
|
–
|
–
|
|
|
43
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$212K
|
–
|
–
|
–
|
|
|
44
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$210K
|
+$530
|
+8
|
+0.3%
|
|
|
45
|
Chevy Chase Trust
Bethesda,
Maryland
|
$201K
|
+$196K
|
+2,955
|
New
|
|
|
46
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$181K
|
-$33.1K
|
-500
|
-16%
|
|
|
47
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$116K
|
–
|
–
|
–
|
|
|
48
|
UBS Group
Zurich,
Switzerland
|
$107K
|
-$683K
|
-10,308
|
-87%
|
|
|
49
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$85.5K
|
-$29.3K
|
-442
|
-26%
|
|
|
50
|
|
$82.5K
|
+$80.3K
|
+1,213
|
New
|
|
