|
201
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$292K
|
+$295K
|
+11,696
|
New
|
|
|
202
|
Northern Trust
Chicago,
Illinois
|
$283K
|
+$286K
|
+11,375
|
New
|
|
|
203
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$270K
|
+$46.8K
|
+1,860
|
+21%
|
|
|
204
|
Confluence Investment Management
St. Louis,
Missouri
|
$268K
|
+$12K
|
+477
|
+5%
|
|
|
205
|
Titus Wealth Management
Larskpur,
California
|
$260K
|
-$32.7K
|
-1,300
|
-11%
|
|
|
206
|
|
$254K
|
+$256K
|
+10,167
|
New
|
|
|
207
|
American Trust
Lexington,
Kentucky
|
$232K
|
+$235K
|
+9,311
|
New
|
|
|
208
|
Ensign Peak Advisors
Salt Lake City,
Utah
|
$230K
|
+$20.1K
|
+800
|
+10%
|
|
|
209
|
VOYA Investment Management
Atlanta,
Georgia
|
$219K
|
–
|
–
|
–
|
|
|
210
|
Gratus Capital
Atlanta,
Georgia
|
$217K
|
–
|
–
|
–
|
|
|
211
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$215K
|
+$55.8K
|
+2,215
|
+35%
|
|
|
212
|
Highlander Capital Management
Short Hills,
New Jersey
|
$200K
|
-$19.7K
|
-784
|
-9%
|
|
|
213
|
Steward Partners Investment Advisory
New York
|
$185K
|
+$23.9K
|
+950
|
+15%
|
|
|
214
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$175K
|
+$25.2K
|
+1,000
|
+17%
|
|
|
215
|
Eaton Vance Management
Boston,
Massachusetts
|
$174K
|
+$9.12K
|
+362
|
+5%
|
|
|
216
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$163K
|
-$959K
|
-38,091
|
-85%
|
|
|
217
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$155K
|
+$8.54K
|
+339
|
+6%
|
|
|
218
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$144K
|
+$403
|
+16
|
+0.3%
|
|
|
219
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$143K
|
+$145K
|
+5,754
|
New
|
|
|
220
|
Clean Yield Group
Norwich,
Vermont
|
$120K
|
+$10.1K
|
+400
|
+9%
|
|
|
221
|
SignatureFD
Atlanta,
Georgia
|
$119K
|
+$24.6K
|
+977
|
+26%
|
|
|
222
|
Tradition Wealth Management
Edina,
Minnesota
|
$118K
|
–
|
–
|
–
|
|
|
223
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$115K
|
–
|
–
|
–
|
|
|
224
|
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
$112K
|
–
|
–
|
–
|
|
|
225
|
Edge Wealth Management
New York
|
$100K
|
–
|
–
|
–
|
|
