|
326
|
Tortoise Investment Management
White Plains,
New York
|
$347K
|
–
|
–
|
–
|
|
|
327
|
Venturi Wealth Management
Austin,
Texas
|
$346K
|
–
|
–
|
–
|
|
|
328
|
Icon Wealth Partners
Houston,
Texas
|
$344K
|
–
|
–
|
–
|
|
|
329
|
RFG Advisory
Birmingham,
Alabama
|
$342K
|
-$6.9K
|
-147
|
-2%
|
|
|
330
|
Meridian Wealth Management
Lexington,
Kentucky
|
$331K
|
+$329K
|
+7,000
|
New
|
|
|
331
|
First United Bank & Trust
Oakland,
Maryland
|
$329K
|
+$72.8K
|
+1,550
|
+29%
|
|
|
332
|
Amarillo National Bank
Amarillo,
Texas
|
$324K
|
+$322K
|
+6,850
|
New
|
|
|
333
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$321K
|
-$1.17M
|
-24,920
|
-79%
|
|
|
334
|
Wealthstar Advisors
Plano,
Texas
|
$321K
|
-$2.07K
|
-44
|
-0.6%
|
|
|
335
|
Fiduciary Group
Savannah,
Georgia
|
$318K
|
–
|
–
|
–
|
|
|
336
|
First Trust Advisors
Wheaton,
Illinois
|
$317K
|
-$14.6K
|
-311
|
-4%
|
|
|
337
|
Diligent Investors
Redlands,
California
|
$305K
|
-$24.7K
|
-525
|
-8%
|
|
|
338
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$302K
|
–
|
–
|
–
|
|
|
339
|
Versant Capital Management
Phoenix,
Arizona
|
$298K
|
+$65.8K
|
+1,401
|
+29%
|
|
|
340
|
Monarch Capital Management
Fort Wayne,
Indiana
|
$297K
|
–
|
–
|
–
|
|
|
341
|
Greenwich Investment Management
Norwalk,
Connecticut
|
$295K
|
-$3.05K
|
-65
|
-1%
|
|
|
342
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$290K
|
-$9.39K
|
-200
|
-3%
|
|
|
343
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$289K
|
-$458K
|
-9,750
|
-61%
|
|
|
344
|
SVB Wealth
Boston,
Massachusetts
|
$288K
|
-$23.2K
|
-495
|
-8%
|
|
|
345
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$287K
|
+$260K
|
+5,541
|
+1,061%
|
|
|
346
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$282K
|
–
|
–
|
–
|
|
|
347
|
Sequoia Financial Advisors
Akron,
Ohio
|
$277K
|
-$36K
|
-766
|
-12%
|
|
|
348
|
Bank of the West
Monterey Park,
California
|
$273K
|
–
|
–
|
–
|
|
|
349
|
Evergreen Capital Management
Bellevue,
Washington
|
$273K
|
–
|
–
|
–
|
|
|
350
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$273K
|
+$271K
|
+5,768
|
New
|
|
