|
201
|
O'Dell Group
Cincinnati,
Ohio
|
$384K
|
-$4K
|
-82
|
-1%
|
|
|
202
|
Confluence Investment Management
St. Louis,
Missouri
|
$377K
|
+$378K
|
+7,748
|
New
|
|
|
203
|
Gradient Investments
Arden Hills,
Minnesota
|
$376K
|
-$77K
|
-1,580
|
-17%
|
|
|
204
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$374K
|
+$23.3K
|
+478
|
+7%
|
|
|
205
|
Windsor Capital Management
Phoenix,
Arizona
|
$359K
|
–
|
–
|
–
|
|
|
206
|
Fiduciary Trust
Boston,
Massachusetts
|
$317K
|
–
|
–
|
–
|
|
|
207
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$297K
|
+$7.27K
|
+149
|
+3%
|
|
|
208
|
Valmark Advisers
Akron,
Ohio
|
$295K
|
-$78.6K
|
-1,611
|
-21%
|
|
|
209
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$292K
|
+$293K
|
+6,000
|
New
|
|
|
210
|
Windham Capital Management
Boston,
Massachusetts
|
$288K
|
-$73.5K
|
-1,508
|
-20%
|
|
|
211
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$273K
|
+$57.7K
|
+1,184
|
+27%
|
|
|
212
|
Modera Wealth Management
Westwood,
New Jersey
|
$271K
|
–
|
–
|
–
|
|
|
213
|
Northwest Wealth Management
Spencer,
Iowa
|
$270K
|
-$245K
|
-5,020
|
-47%
|
|
|
214
|
IFP Advisors
Tampa,
Florida
|
$270K
|
+$100K
|
+2,057
|
+59%
|
|
|
215
|
Rock Point Advisors
Burlington,
Vermont
|
$263K
|
+$56.1K
|
+1,150
|
+27%
|
|
|
216
|
Regions Financial Corp
Birmingham,
Alabama
|
$260K
|
-$75.8K
|
-1,554
|
-23%
|
|
|
217
|
CPWM LLC
Seattle,
Washington
|
$259K
|
-$11.8K
|
-241
|
-4%
|
|
|
218
|
Comerica Securities
Detroit,
Michigan
|
$254K
|
–
|
–
|
–
|
|
|
219
|
Choreo LLC
Rockford,
Illinois
|
$252K
|
+$634
|
+13
|
+0.3%
|
|
|
220
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$245K
|
+$246K
|
+5,036
|
New
|
|
|
221
|
Ritholtz Wealth Management
New York
|
$245K
|
+$246K
|
+5,038
|
New
|
|
|
222
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$243K
|
-$82.5K
|
-1,692
|
-25%
|
|
|
223
|
Optimum Investment Advisors
Chicago,
Illinois
|
$243K
|
+$244K
|
+5,000
|
New
|
|
|
224
|
Confluence Wealth Management
Portland,
Oregon
|
$240K
|
–
|
–
|
–
|
|
|
225
|
First Horizon Advisors
Memphis,
Tennessee
|
$239K
|
+$3.41K
|
+70
|
+1%
|
|
