|
201
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$6.99M
|
+$853K
|
+20,625
|
+13%
|
|
|
202
|
|
$6.92M
|
-$800K
|
-19,350
|
-10%
|
|
|
203
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$6.82M
|
-$5.29K
|
-128
|
-0.1%
|
|
|
204
|
Seven Post Investment Office
San Francisco,
California
|
$6.68M
|
+$210K
|
+5,085
|
+3%
|
|
|
205
|
Stratford Consulting
Addison,
Texas
|
$6.61M
|
+$21.5K
|
+520
|
+0.3%
|
|
|
206
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$6.59M
|
+$199K
|
+4,803
|
+3%
|
|
|
207
|
Tiedemann Advisors
New York
|
$6.48M
|
+$6.76M
|
+163,431
|
New
|
|
|
208
|
Tiedemann Trust
Wilmington,
Delaware
|
$6.48M
|
+$6.76M
|
+163,431
|
New
|
|
|
209
|
Pure Financial Advisors
San Diego,
California
|
$6.38M
|
+$318K
|
+7,696
|
+5%
|
|
|
210
|
WhitTier Trust Company
Reno,
Nevada
|
$6.32M
|
+$211K
|
+5,103
|
+3%
|
|
|
211
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$6.23M
|
-$1.28M
|
-30,860
|
-16%
|
|
|
212
|
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
|
$6.21M
|
–
|
–
|
–
|
|
|
213
|
Truist Financial
Charlotte,
North Carolina
|
$6.16M
|
+$2.02M
|
+48,891
|
+46%
|
|
|
214
|
Manning & Napier Advisors
Fairport,
New York
|
$6.12M
|
–
|
–
|
–
|
|
|
215
|
Evermay Wealth Management
Arlington,
Virginia
|
$6.08M
|
+$410K
|
+9,915
|
+7%
|
|
|
216
|
Covington Capital Management
Los Angeles,
California
|
$6.06M
|
+$6.32M
|
+152,742
|
New
|
|
|
217
|
Huntington National Bank
Columbus,
Ohio
|
$5.93M
|
-$5.6M
|
-135,433
|
Closed
|
|
|
218
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$5.88M
|
-$39.2K
|
-947
|
-0.6%
|
|
|
219
|
Signature Financial Management
Norfolk,
Virginia
|
$5.77M
|
–
|
–
|
–
|
|
|
220
|
North Forty Management
Seattle,
Washington
|
$5.69M
|
–
|
–
|
–
|
|
|
221
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$5.65M
|
-$22.9K
|
-553
|
-0.4%
|
|
|
222
|
Bessemer Group
Woodbridge,
New Jersey
|
$5.44M
|
+$544K
|
+13,155
|
+11%
|
|
|
223
|
Garde Capital
Seattle,
Washington
|
$5.43M
|
-$207K
|
-5,009
|
-4%
|
|
|
224
|
SNS Financial Group
Minneapolis,
Minnesota
|
$5.31M
|
-$208K
|
-5,039
|
-4%
|
|
|
225
|
Aspiriant Holdings S3
Los Angeles,
California
|
$5.28M
|
+$4.44M
|
+107,340
|
+416%
|
|
