|
176
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.03M
|
–
|
–
|
–
|
|
|
177
|
Cozad Asset Management
Champaign,
Illinois
|
$1.02M
|
–
|
–
|
–
|
|
|
178
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$989K
|
+$50.1K
|
+675
|
+6%
|
|
|
179
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$954K
|
+$22.6K
|
+304
|
+3%
|
|
|
180
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$943K
|
-$1.92M
|
-25,898
|
-62%
|
|
|
181
|
Kingswood Wealth Advisors
San Diego,
California
|
$938K
|
+$46.5K
|
+626
|
+6%
|
|
|
182
|
Avantax Advisory Services
Dallas,
Texas
|
$914K
|
+$27.7K
|
+373
|
+3%
|
|
|
183
|
Personal CFO Solutions
Chester,
New Jersey
|
$863K
|
–
|
–
|
–
|
|
|
184
|
SVB Wealth
Boston,
Massachusetts
|
$835K
|
-$364K
|
-4,907
|
-32%
|
|
|
185
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$823K
|
+$777K
|
+10,468
|
New
|
|
|
186
|
Marcum Wealth
Cleveland,
Ohio
|
$816K
|
-$11.5K
|
-155
|
-1%
|
|
|
187
|
Legacy Edge Advisors
Syosset,
New York
|
$813K
|
–
|
–
|
–
|
|
|
188
|
Curi RMB Capital
Chicago,
Illinois
|
$782K
|
-$64.8K
|
-872
|
-8%
|
|
|
189
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$780K
|
+$737K
|
+9,920
|
New
|
|
|
190
|
|
$772K
|
+$2.9K
|
+39
|
+0.4%
|
|
|
191
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$767K
|
+$757K
|
+10,192
|
New
|
|
|
192
|
Benchmark Wealth Management
Old Lyme,
Connecticut
|
$746K
|
-$4.83K
|
-65
|
-0.7%
|
|
|
193
|
Mraz Amerine & Associates
Modesto,
California
|
$741K
|
-$51.4K
|
-692
|
-7%
|
|
|
194
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$740K
|
-$20.4K
|
-275
|
-3%
|
|
|
195
|
Clare Market Investments
Dallas,
Texas
|
$724K
|
-$29.7K
|
-400
|
-4%
|
|
|
196
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$720K
|
+$148K
|
+1,994
|
+28%
|
|
|
197
|
Yarger Wealth Strategies
Westerville,
Ohio
|
$712K
|
-$83.8K
|
-1,128
|
-11%
|
|
|
198
|
Wealthcare Capital Management
Richmond,
Virginia
|
$699K
|
-$229K
|
-3,090
|
-26%
|
|
|
199
|
Meeder Asset Management
Dublin,
Ohio
|
$692K
|
-$1.86K
|
-25
|
-0.3%
|
|
|
200
|
Principal Street Partners
Memphis,
Tennessee
|
$664K
|
–
|
–
|
–
|
|
