|
201
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$350K
|
-$27.8K
|
-571
|
-7%
|
|
|
202
|
|
$339K
|
+$340K
|
+6,989
|
New
|
|
|
203
|
SEI Investments
Oaks,
Pennsylvania
|
$337K
|
-$23.7K
|
-488
|
-7%
|
|
|
204
|
Regions Financial Corp
Birmingham,
Alabama
|
$334K
|
-$65.8K
|
-1,353
|
-16%
|
|
|
205
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$325K
|
+$325K
|
+6,692
|
New
|
|
|
206
|
First United Bank & Trust
Oakland,
Maryland
|
$323K
|
+$15.6K
|
+320
|
+5%
|
|
|
207
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$323K
|
+$97.2K
|
+2,000
|
+43%
|
|
|
208
|
Fiduciary Trust
Boston,
Massachusetts
|
$317K
|
–
|
–
|
–
|
|
|
209
|
Destination Wealth Management
Walnut Creek,
California
|
$312K
|
+$313K
|
+6,436
|
New
|
|
|
210
|
Peak Capital Management
Greenwood Village,
Colorado
|
$301K
|
+$301K
|
+6,200
|
New
|
|
|
211
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$289K
|
+$166K
|
+3,420
|
+135%
|
|
|
212
|
Bridgeworth
Birmingham,
Alabama
|
$284K
|
-$110K
|
-2,256
|
-28%
|
|
|
213
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$272K
|
+$39.8K
|
+818
|
+17%
|
|
|
214
|
Modera Wealth Management
Westwood,
New Jersey
|
$270K
|
–
|
–
|
–
|
|
|
215
|
CPWM LLC
Seattle,
Washington
|
$270K
|
+$389
|
+8
|
+0.1%
|
|
|
216
|
FDx Advisors
Chicago,
Illinois
|
$268K
|
+$269K
|
+5,529
|
New
|
|
|
217
|
Cetera Advisors
Denver,
Colorado
|
$259K
|
+$260K
|
+5,350
|
New
|
|
|
218
|
Comerica Securities
Detroit,
Michigan
|
$253K
|
–
|
–
|
–
|
|
|
219
|
Choreo LLC
Rockford,
Illinois
|
$250K
|
+$251K
|
+5,162
|
New
|
|
|
220
|
Confluence Wealth Management
Portland,
Oregon
|
$240K
|
–
|
–
|
–
|
|
|
221
|
Caprin Asset Management
Henrico,
Virginia
|
$235K
|
-$34.4M
|
-708,125
|
-100%
|
|
|
222
|
First Horizon Advisors
Memphis,
Tennessee
|
$235K
|
+$9.43K
|
+194
|
+4%
|
|
|
223
|
Tradition Capital Management
Summit,
New Jersey
|
$233K
|
+$233K
|
+4,800
|
New
|
|
|
224
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$215K
|
+$12.3K
|
+254
|
+6%
|
|
|
225
|
Investment Centers of America
Bismarck,
North Dakota
|
$209K
|
-$25.4K
|
-523
|
-11%
|
|
