|
326
|
Everhart Financial Group
Dublin,
Ohio
|
$225K
|
+$225K
|
+4,511
|
New
|
|
|
327
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$224K
|
–
|
–
|
–
|
|
|
328
|
Neuberger Berman Group
New York
|
$223K
|
+$223K
|
+4,469
|
New
|
|
|
329
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$222K
|
+$222K
|
+4,452
|
New
|
|
|
330
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$221K
|
+$221K
|
+4,444
|
New
|
|
|
331
|
Cozad Asset Management
Champaign,
Illinois
|
$219K
|
-$85.9K
|
-1,725
|
-28%
|
|
|
332
|
FLC Capital Advisors
Palm Desert,
California
|
$219K
|
–
|
–
|
–
|
|
|
333
|
WhitTier Trust Company
Reno,
Nevada
|
$213K
|
–
|
–
|
–
|
|
|
334
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$212K
|
+$11.9K
|
+240
|
+6%
|
|
|
335
|
Tortoise Investment Management
White Plains,
New York
|
$211K
|
–
|
–
|
–
|
|
|
336
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$210K
|
+$210K
|
+4,224
|
New
|
|
|
337
|
SignalPoint Asset Management
Springfield,
Missouri
|
$206K
|
–
|
–
|
–
|
|
|
338
|
Colony Group
Boston,
Massachusetts
|
$202K
|
–
|
–
|
–
|
|
|
339
|
Paulson Wealth Management
Wheaton,
Illinois
|
$201K
|
-$29.9K
|
-601
|
-13%
|
|
|
340
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$167K
|
+$167K
|
+3,357
|
New
|
|
|
341
|
IFP Advisors
Tampa,
Florida
|
$165K
|
-$28.4K
|
-571
|
-15%
|
|
|
342
|
Whittier Trust
South Pasadena,
California
|
$158K
|
–
|
–
|
–
|
|
|
343
|
Private Ocean
San Rafael,
California
|
$151K
|
+$45.1K
|
+906
|
+43%
|
|
|
344
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$149K
|
–
|
–
|
–
|
|
|
345
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$144K
|
–
|
–
|
–
|
|
|
346
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$143K
|
–
|
–
|
–
|
|
|
347
|
First Command Bank
Fort Worth,
Texas
|
$143K
|
+$143K
|
+2,877
|
New
|
|
|
348
|
First Command Financial Services
Fort Worth,
Texas
|
$143K
|
+$143K
|
+2,877
|
New
|
|
|
349
|
Versant Capital Management
Phoenix,
Arizona
|
$139K
|
+$9.56K
|
+192
|
+7%
|
|
|
350
|
Lumature Wealth Partners
Alpharetta,
Georgia
|
$110K
|
+$110K
|
+2,214
|
New
|
|
