|
151
|
Congress Wealth Management
Boston,
Massachusetts
|
$625K
|
-$157K
|
-870
|
-19%
|
|
|
152
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$620K
|
+$38.3K
|
+212
|
+6%
|
|
|
153
|
WBH Advisory
Baltimore,
Maryland
|
$611K
|
-$313K
|
-1,734
|
-33%
|
|
|
154
|
Bailard
Foster City,
California
|
$601K
|
-$42.1K
|
-233
|
-6%
|
|
|
155
|
Bank of New York Mellon
New York
|
$592K
|
+$261K
|
+1,445
|
+73%
|
|
|
156
|
Joule Financial
Lexington,
Kentucky
|
$584K
|
+$79.2K
|
+438
|
+15%
|
|
|
157
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$581K
|
–
|
–
|
–
|
|
|
158
|
Founders Financial Securities
Towson,
Maryland
|
$575K
|
+$603K
|
+3,335
|
New
|
|
|
159
|
First Financial Corp
Terre Haute,
Indiana
|
$571K
|
-$19.2K
|
-106
|
-3%
|
|
|
160
|
Leavell Investment Management
Mobile,
Alabama
|
$567K
|
-$14.3K
|
-79
|
-2%
|
|
|
161
|
Horizon Investments
Charlotte,
North Carolina
|
$565K
|
+$591K
|
+3,273
|
New
|
|
|
162
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$558K
|
-$181
|
-1
|
-0%
|
|
|
163
|
Insigneo Advisory Services
Miami,
Florida
|
$557K
|
–
|
–
|
–
|
|
|
164
|
Dentgroup
Baton Rouge,
Louisiana
|
$556K
|
+$1.99K
|
+11
|
+0.3%
|
|
|
165
|
Fidelity Investments
Boston,
Massachusetts
|
$540K
|
-$24K
|
-133
|
-4%
|
|
|
166
|
Mather Group
Chicago,
Illinois
|
$538K
|
-$37K
|
-205
|
-6%
|
|
|
167
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$538K
|
+$563K
|
+3,118
|
New
|
|
|
168
|
Wealthfront Advisers
Palo Alto,
California
|
$532K
|
+$29.8K
|
+165
|
+6%
|
|
|
169
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$528K
|
+$553K
|
+3,060
|
New
|
|
|
170
|
Parallel Advisors
San Francisco,
California
|
$527K
|
-$36.1K
|
-200
|
-6%
|
|
|
171
|
Aspiriant LLC
Los Angeles,
California
|
$526K
|
+$18.1K
|
+100
|
+3%
|
|
|
172
|
Mason Investment Advisory Services
Reston,
Virginia
|
$518K
|
+$100K
|
+554
|
+23%
|
|
|
173
|
Equitable Holdings
New York
|
$518K
|
-$276K
|
-1,528
|
-34%
|
|
|
174
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$488K
|
–
|
–
|
–
|
|
|
175
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$478K
|
-$79.7K
|
-441
|
-14%
|
|
