|
301
|
Country Trust Bank
Bloomington,
Illinois
|
$5.47M
|
+$191K
|
+2,041
|
+3%
|
|
|
302
|
Total Wealth Planning
Cincinnati,
Ohio
|
$5.47M
|
-$1.06M
|
-11,317
|
-14%
|
|
|
303
|
David Kennon
Sarasota,
Florida
|
$5.45M
|
+$6.36M
|
+68,006
|
New
|
|
|
304
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$5.45M
|
-$514K
|
-5,492
|
-7%
|
|
|
305
|
Foster & Motley
Cincinnati,
Ohio
|
$5.38M
|
-$42.5K
|
-454
|
-0.7%
|
|
|
306
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$5.37M
|
+$2.63M
|
+28,130
|
+72%
|
|
|
307
|
Quantitative Investment Management
Charlottesville,
Virginia
|
$5.37M
|
+$6.26M
|
+66,950
|
New
|
|
|
308
|
|
$5.28M
|
+$6.15M
|
+65,812
|
New
|
|
|
309
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$5.27M
|
+$124K
|
+1,331
|
+2%
|
|
|
310
|
|
$5.26M
|
-$509K
|
-5,445
|
-8%
|
|
|
311
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.25M
|
-$2.01M
|
-21,445
|
-25%
|
|
|
312
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$5.24M
|
+$117K
|
+1,255
|
+2%
|
|
|
313
|
Agilis Partners
Waltham,
Massachusetts
|
$5.21M
|
–
|
–
|
–
|
|
|
314
|
Soltis Investment Advisors
St. George,
Utah
|
$5.19M
|
-$19K
|
-203
|
-0.3%
|
|
|
315
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$5.17M
|
+$953K
|
+10,194
|
+19%
|
|
|
316
|
Evoke Wealth
Los Angeles,
California
|
$5.17M
|
-$44.5K
|
-476
|
-0.7%
|
|
|
317
|
Raymond James Trust
St. Petersburg,
Florida
|
$5.07M
|
-$155K
|
-1,655
|
-3%
|
|
|
318
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$5.01M
|
-$21.6K
|
-231
|
-0.4%
|
|
|
319
|
One Capital Management
Westlake Village,
California
|
$5.01M
|
+$72.7K
|
+777
|
+1%
|
|
|
320
|
KCM Investment Advisors
Greenbrae,
California
|
$5.01M
|
+$252K
|
+2,691
|
+5%
|
|
|
321
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$5M
|
+$2.64M
|
+28,216
|
+82%
|
|
|
322
|
Campion Asset Management
Falls Church,
Virginia
|
$5M
|
-$57.9K
|
-619
|
-1%
|
|
|
323
|
Private Ocean
San Rafael,
California
|
$4.97M
|
+$416K
|
+4,449
|
+8%
|
|
|
324
|
Rockefeller Capital Management
New York
|
$4.97M
|
+$763K
|
+8,156
|
+15%
|
|
|
325
|
American Investment Services
Great Barrington,
Massachusetts
|
$4.96M
|
-$40.4K
|
-432
|
-0.7%
|
|
