|
201
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$3.91M
|
+$995K
|
+3,989
|
+34%
|
|
|
202
|
Trust Point Inc
La Crosse,
Wisconsin
|
$3.9M
|
-$2.24M
|
-8,992
|
-37%
|
|
|
203
|
Ackerman Capital Advisors
Dallas,
Texas
|
$3.88M
|
+$129K
|
+519
|
+3%
|
|
|
204
|
Holderness Investments Company
Greensboro,
North Carolina
|
$3.85M
|
-$76.1K
|
-305
|
-2%
|
|
|
205
|
Central Trust Company
Jefferson City,
Missouri
|
$3.79M
|
-$353K
|
-1,413
|
-9%
|
|
|
206
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$3.79M
|
+$8.98K
|
+36
|
+0.2%
|
|
|
207
|
Dopkins Wealth Management
Williamsville,
New York
|
$3.76M
|
-$13.5K
|
-54
|
-0.4%
|
|
|
208
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$3.76M
|
+$148K
|
+595
|
+4%
|
|
|
209
|
Grimes & Company
Westborough,
Massachusetts
|
$3.75M
|
-$88.6K
|
-355
|
-2%
|
|
|
210
|
Atria Wealth Solutions
New York
|
$3.75M
|
-$2.15M
|
-8,630
|
-37%
|
|
|
211
|
Martel Wealth Advisors
Vancouver,
Washington
|
$3.71M
|
+$20.7K
|
+83
|
+0.6%
|
|
|
212
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$3.68M
|
-$35.2K
|
-141
|
-0.9%
|
|
|
213
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$3.65M
|
+$144K
|
+576
|
+4%
|
|
|
214
|
Riversedge Advisors
Wilmington,
Delaware
|
$3.64M
|
+$82.8K
|
+332
|
+2%
|
|
|
215
|
Wealthfront Advisers
Palo Alto,
California
|
$3.58M
|
-$307K
|
-1,232
|
-8%
|
|
|
216
|
Nabity-Jensen Investment Management
Omaha,
Nebraska
|
$3.57M
|
+$59.4K
|
+238
|
+2%
|
|
|
217
|
Fifth Third Securities
Cincinnati,
Ohio
|
$3.48M
|
-$47.4K
|
-190
|
-1%
|
|
|
218
|
Eclectic Associates
Fullerton,
California
|
$3.47M
|
+$66.4K
|
+266
|
+2%
|
|
|
219
|
Arax Advisory Partners
Denver,
Colorado
|
$3.45M
|
-$1.78M
|
-7,124
|
-34%
|
|
|
220
|
|
$3.42M
|
-$915K
|
-3,666
|
-21%
|
|
|
221
|
Huntington National Bank
Columbus,
Ohio
|
$3.41M
|
–
|
–
|
–
|
|
|
222
|
Everhart Financial Group
Dublin,
Ohio
|
$3.4M
|
+$123K
|
+495
|
+4%
|
|
|
223
|
Center for Financial Planning
Southfied,
Michigan
|
$3.39M
|
-$91.3K
|
-366
|
-3%
|
|
|
224
|
Creative Financial Designs
Kokomo,
Indiana
|
$3.39M
|
+$4.74K
|
+19
|
+0.1%
|
|
|
225
|
Mainsail Asset Management
Birmingham,
Alabama
|
$3.39M
|
+$78.8K
|
+316
|
+2%
|
|
