|
201
|
Arlington Trust
Birmingham,
Alabama
|
$51.8M
|
-$2.45M
|
-48,110
|
-5%
|
|
|
202
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$51.7M
|
-$442K
|
-8,685
|
-0.9%
|
|
|
203
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$51.4M
|
+$2.98M
|
+58,557
|
+6%
|
|
|
204
|
Axiom Advisory
San Diego,
California
|
$49.9M
|
-$2.5M
|
-49,127
|
-5%
|
|
|
205
|
KWMG LLC
Overland Park,
Kansas
|
$49.7M
|
+$569K
|
+11,186
|
+1%
|
|
|
206
|
WhitTier Trust Company
Reno,
Nevada
|
$49.5M
|
+$1.05M
|
+20,629
|
+2%
|
|
|
207
|
Wallington Asset Management
Indianapolis,
Indiana
|
$48.9M
|
+$770K
|
+15,150
|
+2%
|
|
|
208
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$48.4M
|
+$1.71M
|
+33,567
|
+4%
|
|
|
209
|
Alesco Advisors
Pittsford,
New York
|
$48.2M
|
-$2.32M
|
-45,546
|
-5%
|
|
|
210
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$47.4M
|
-$82.7K
|
-1,626
|
-0.2%
|
|
|
211
|
Welch & Forbes
Boston,
Massachusetts
|
$47.4M
|
+$947K
|
+18,618
|
+2%
|
|
|
212
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$47.4M
|
-$581K
|
-11,420
|
-1%
|
|
|
213
|
Lido Advisors
Los Angeles,
California
|
$47.1M
|
-$5.75M
|
-113,057
|
-11%
|
|
|
214
|
Wealth Architects
Mountain View,
California
|
$46.9M
|
+$1.35M
|
+26,589
|
+3%
|
|
|
215
|
Charles Schwab Trust
Henderson,
Nevada
|
$46.8M
|
+$326K
|
+6,410
|
+0.7%
|
|
|
216
|
JFG Wealth Management
Denver,
Colorado
|
$46.6M
|
-$2.46M
|
-48,432
|
-5%
|
|
|
217
|
Arvest Investments
Lowell,
Arkansas
|
$46M
|
+$171K
|
+3,370
|
+0.4%
|
|
|
218
|
Citizens Business Bank
Ontario,
California
|
$45.8M
|
+$422K
|
+8,301
|
+1%
|
|
|
219
|
Chandler Asset Management
San Diego,
California
|
$45.6M
|
+$386K
|
+7,600
|
+0.9%
|
|
|
220
|
First Bank & Trust
Brookings,
South Dakota
|
$45.6M
|
+$198K
|
+3,902
|
+0.5%
|
|
|
221
|
Waverly Advisors
Birmingham,
Alabama
|
$45.2M
|
+$772K
|
+15,187
|
+2%
|
|
|
222
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$45.1M
|
+$2.42M
|
+47,581
|
+6%
|
|
|
223
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$45.1M
|
+$3.31M
|
+65,165
|
+8%
|
|
|
224
|
Private Advisor Group
Morristown,
New Jersey
|
$44.7M
|
+$94.6K
|
+1,861
|
+0.2%
|
|
|
225
|
Steward Partners Investment Advisory
New York
|
$44.6M
|
+$3.7M
|
+72,840
|
+9%
|
|
