|
301
|
Cerity Partners OCIO
New York
|
$601K
|
-$23.1K
|
-204
|
-4%
|
|
|
302
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$592K
|
-$27.9K
|
-246
|
-4%
|
|
|
303
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$588K
|
-$27.5K
|
-243
|
-4%
|
|
|
304
|
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
$586K
|
–
|
–
|
–
|
|
|
305
|
Jag Capital Management
St Louis,
Missouri
|
$577K
|
–
|
–
|
–
|
|
|
306
|
United Bank (West Virginia)
Parkersburg,
West Virginia
|
$570K
|
+$276K
|
+2,432
|
+89%
|
|
|
307
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$568K
|
+$12.5K
|
+110
|
+2%
|
|
|
308
|
Weatherstone Capital Management
Denver,
Colorado
|
$568K
|
+$582K
|
+5,136
|
New
|
|
|
309
|
Advisory Services Network
Atlanta,
Georgia
|
$565K
|
+$25.2K
|
+222
|
+5%
|
|
|
310
|
Bahl & Gaynor
Cincinnati,
Ohio
|
$556K
|
–
|
–
|
–
|
|
|
311
|
KeyBank National Association
Cleveland,
Ohio
|
$553K
|
+$73.6K
|
+649
|
+15%
|
|
|
312
|
Johanson Financial Advisors
Campbell,
California
|
$548K
|
+$559K
|
+4,933
|
New
|
|
|
313
|
Next Financial Group
Houston,
Texas
|
$547K
|
-$980K
|
-8,645
|
-64%
|
|
|
314
|
Davenport & Co
Richmond,
Virginia
|
$529K
|
-$39.7K
|
-350
|
-7%
|
|
|
315
|
CPWM LLC
Seattle,
Washington
|
$516K
|
+$123K
|
+1,088
|
+30%
|
|
|
316
|
Aspiriant LLC
Los Angeles,
California
|
$514K
|
-$1.33M
|
-11,743
|
-72%
|
|
|
317
|
SouthState Corp
Winter Haven,
Florida
|
$510K
|
-$227
|
-2
|
-0%
|
|
|
318
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$510K
|
+$314K
|
+2,774
|
+151%
|
|
|
319
|
Sigma Investment Counselors
Northville,
Michigan
|
$501K
|
+$50.4K
|
+445
|
+11%
|
|
|
320
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$501K
|
+$513K
|
+4,529
|
New
|
|
|
321
|
Gupta Wealth Management
San Diego,
California
|
$496K
|
-$169K
|
-1,490
|
-25%
|
|
|
322
|
Coyle Financial Counsel
Glenview,
Illinois
|
$486K
|
-$24.8K
|
-219
|
-5%
|
|
|
323
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$478K
|
+$490K
|
+4,319
|
New
|
|
|
324
|
Clarkston Capital Partners
Rochester,
Michigan
|
$476K
|
+$6.57K
|
+58
|
+1%
|
|
|
325
|
Baker Avenue Asset Management
San Francisco,
California
|
$474K
|
–
|
–
|
–
|
|
