|
226
|
Weatherly Asset Management
Del Mar,
California
|
$2.67M
|
–
|
–
|
–
|
|
|
227
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$2.65M
|
+$436K
|
+1,831
|
+20%
|
|
|
228
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$2.62M
|
+$356K
|
+1,496
|
+16%
|
|
|
229
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$2.61M
|
–
|
–
|
–
|
|
|
230
|
Kestra Advisory Services
Austin,
Texas
|
$2.57M
|
+$335K
|
+1,409
|
+16%
|
|
|
231
|
Snowden Capital Advisors
New York
|
$2.54M
|
+$1.59M
|
+6,695
|
+185%
|
|
|
232
|
IEQ Capital
Foster City,
California
|
$2.51M
|
+$150K
|
+632
|
+7%
|
|
|
233
|
Madison Asset Management
Madison,
Wisconsin
|
$2.51M
|
-$891K
|
-3,744
|
-27%
|
|
|
234
|
Madison Investment Advisors
Madison,
Wisconsin
|
$2.51M
|
+$2.43M
|
+10,194
|
New
|
|
|
235
|
Evergreen Capital Management
Bellevue,
Washington
|
$2.5M
|
+$166K
|
+698
|
+7%
|
|
|
236
|
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
$2.49M
|
+$576K
|
+2,422
|
+31%
|
|
|
237
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$2.46M
|
-$181K
|
-759
|
-7%
|
|
|
238
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$2.44M
|
+$56.9K
|
+239
|
+2%
|
|
|
239
|
Sterling Capital Management
Charlotte,
North Carolina
|
$2.33M
|
-$278K
|
-1,167
|
-11%
|
|
|
240
|
Personal CFO Solutions
Chester,
New Jersey
|
$2.29M
|
+$1.07M
|
+4,505
|
+94%
|
|
|
241
|
Capital Group Private Client Services
Los Angeles,
California
|
$2.25M
|
-$1.4M
|
-5,872
|
-39%
|
|
|
242
|
Natural Investments
Windsor,
California
|
$2.24M
|
+$2.17M
|
+9,110
|
New
|
|
|
243
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$2.23M
|
-$217K
|
-914
|
-9%
|
|
|
244
|
Whittier Trust
South Pasadena,
California
|
$2.2M
|
+$660K
|
+2,772
|
+45%
|
|
|
245
|
Principal Securities
Des Moines,
Iowa
|
$2.16M
|
+$253K
|
+1,062
|
+14%
|
|
|
246
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$2.16M
|
+$1.87M
|
+7,876
|
+874%
|
|
|
247
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$2.12M
|
+$124K
|
+521
|
+6%
|
|
|
248
|
Williamson Legacy Group
Carmel,
Indiana
|
$2.11M
|
–
|
–
|
–
|
|
|
249
|
Callan Family Office
Radnor,
Pennsylvania
|
$2.09M
|
+$2.02M
|
+8,469
|
New
|
|
|
250
|
Cunning Capital Partners
Morrisville,
North Carolina
|
$2.08M
|
–
|
–
|
–
|
|
