|
201
|
Whittier Trust
South Pasadena,
California
|
$900K
|
–
|
–
|
–
|
|
|
202
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$887K
|
+$147K
|
+1,380
|
+19%
|
|
|
203
|
Steward Partners Investment Advisory
New York
|
$887K
|
+$457K
|
+4,292
|
+97%
|
|
|
204
|
Warner Financial
Bethesda,
Maryland
|
$879K
|
–
|
–
|
–
|
|
|
205
|
Brookstone Capital Management
Wheaton,
Illinois
|
$865K
|
-$3.83K
|
-36
|
-0.5%
|
|
|
206
|
Chevy Chase Trust
Bethesda,
Maryland
|
$861K
|
–
|
–
|
–
|
|
|
207
|
Beacon Pointe Advisors
Newport Beach,
California
|
$840K
|
+$76.9K
|
+723
|
+10%
|
|
|
208
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$837K
|
–
|
–
|
–
|
|
|
209
|
Autus Asset Management
Scottsdale,
Arizona
|
$832K
|
+$145K
|
+1,363
|
+20%
|
|
|
210
|
United Capital Financial Advisors
Irving,
Texas
|
$820K
|
+$232K
|
+2,181
|
+37%
|
|
|
211
|
HB Wealth Management
Atlanta,
Georgia
|
$778K
|
+$3.94K
|
+37
|
+0.5%
|
|
|
212
|
Simmons Bank
Pine Bluff,
Arkansas
|
$776K
|
-$9.57K
|
-90
|
-1%
|
|
|
213
|
Institute for Wealth Management
Denver,
Colorado
|
$773K
|
-$851
|
-8
|
-0.1%
|
|
|
214
|
Valeo Financial Advisors
Carmel,
Indiana
|
$770K
|
–
|
–
|
–
|
|
|
215
|
Aveo Capital Partners
Englewood,
Colorado
|
$760K
|
-$353K
|
-3,323
|
-31%
|
|
|
216
|
Financial Perspectives
Minneapolis,
Minnesota
|
$748K
|
+$27.2K
|
+256
|
+4%
|
|
|
217
|
Allworth Financial
Folsom,
California
|
$747K
|
-$186K
|
-1,749
|
-19%
|
|
|
218
|
Calton & Associates
Tampa,
Florida
|
$747K
|
-$81.6K
|
-767
|
-9%
|
|
|
219
|
|
$742K
|
+$59.9K
|
+563
|
+8%
|
|
|
220
|
Prospera Financial Services
Dallas,
Texas
|
$718K
|
–
|
–
|
–
|
|
|
221
|
Realta Investment Advisors
Wilmington,
Delaware
|
$717K
|
-$5.32K
|
-50
|
-0.7%
|
|
|
222
|
|
$711K
|
-$41.9K
|
-394
|
-5%
|
|
|
223
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$697K
|
–
|
–
|
–
|
|
|
224
|
My Personal CFO LLC
Vancouver,
Washington
|
$687K
|
-$983K
|
-9,239
|
-58%
|
|
|
225
|
Bank of New York Mellon
New York
|
$685K
|
+$171K
|
+1,611
|
+31%
|
|
