|
1051
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$261K
|
–
|
–
|
–
|
|
|
1052
|
Trillium Asset Management
Boston,
Massachusetts
|
$259K
|
+$252K
|
+1,090
|
New
|
|
|
1053
|
RMR Wealth Builders
Montclair,
New Jersey
|
$258K
|
-$7.86K
|
-34
|
-3%
|
|
|
1054
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$256K
|
–
|
–
|
–
|
|
|
1055
|
Penserra Capital Management
Orinda,
California
|
$256K
|
-$18.5K
|
-80
|
-7%
|
|
|
1056
|
Delta Financial Group
Basking Ridge,
New Jersey
|
$255K
|
+$246K
|
+1,064
|
New
|
|
|
1057
|
GR Financial Group
Tucson,
Arizona
|
$254K
|
+$248K
|
+1,072
|
New
|
|
|
1058
|
Impax Asset Management Group
London,
United Kingdom
|
$252K
|
-$9.71K
|
-42
|
-4%
|
|
|
1059
|
Encompass Wealth Advisors
Portland,
Oregon
|
$252K
|
+$246K
|
+1,063
|
New
|
|
|
1060
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$251K
|
+$231
|
+1
|
+0.1%
|
|
|
1061
|
United Community Bank
Greenville,
South Carolina
|
$251K
|
–
|
–
|
–
|
|
|
1062
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$250K
|
–
|
–
|
–
|
|
|
1063
|
Holt Capital Partners
Fort Worth,
Texas
|
$249K
|
–
|
–
|
–
|
|
|
1064
|
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
$248K
|
+$230K
|
+994
|
New
|
|
|
1065
|
First Interstate Bank
Billings,
Montana
|
$247K
|
-$19.9K
|
-86
|
-8%
|
|
|
1066
|
Addison Advisors
Middlebury,
Vermont
|
$247K
|
–
|
–
|
–
|
|
|
1067
|
Valeo Financial Advisors
Carmel,
Indiana
|
$247K
|
+$240K
|
+1,040
|
New
|
|
|
1068
|
Lion Street Advisors
Austin,
Texas
|
$245K
|
+$179K
|
+775
|
New
|
|
|
1069
|
Strategy Asset Managers
Pasadena,
California
|
$245K
|
+$3.7K
|
+16
|
+2%
|
|
|
1070
|
Farther Finance Advisors
San Francisco,
California
|
$243K
|
+$237K
|
+1,024
|
New
|
|
|
1071
|
CM Wealth Advisors
Beachwood,
Ohio
|
$241K
|
-$104K
|
-450
|
-31%
|
|
|
1072
|
Five Oceans Advisors
Santa Monica,
California
|
$241K
|
-$2.31K
|
-10
|
-1%
|
|
|
1073
|
Leavell Investment Management
Mobile,
Alabama
|
$241K
|
–
|
–
|
–
|
|
|
1074
|
Global Retirement Partners
San Rafael,
California
|
$241K
|
+$130K
|
+561
|
+124%
|
|
|
1075
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$240K
|
+$4.16K
|
+18
|
+2%
|
|
