|
201
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$653K
|
–
|
–
|
–
|
|
|
202
|
Seven Post Investment Office
San Francisco,
California
|
$650K
|
–
|
–
|
–
|
|
|
203
|
Davidson Trust Company
Seattle,
Washington
|
$632K
|
+$597K
|
+8,037
|
New
|
|
|
204
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$617K
|
-$182K
|
-2,447
|
-24%
|
|
|
205
|
US Bancorp
Minneapolis,
Minnesota
|
$606K
|
+$47.5K
|
+640
|
+9%
|
|
|
206
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$597K
|
–
|
–
|
–
|
|
|
207
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$597K
|
+$564K
|
+7,591
|
New
|
|
|
208
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$596K
|
+$28K
|
+377
|
+5%
|
|
|
209
|
|
$586K
|
–
|
–
|
–
|
|
|
210
|
Elevatus Welath Management
Victor,
New York
|
$583K
|
–
|
–
|
–
|
|
|
211
|
FWG Investments
Lexington,
Kentucky
|
$579K
|
-$40.8K
|
-550
|
-7%
|
|
|
212
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$575K
|
–
|
–
|
–
|
|
|
213
|
Blue Trust Inc
Alpharetta,
Georgia
|
$563K
|
–
|
–
|
–
|
|
|
214
|
CreativeOne Wealth
Overland Park,
Kansas
|
$549K
|
+$14.6K
|
+197
|
+3%
|
|
|
215
|
|
$544K
|
+$513K
|
+6,912
|
New
|
|
|
216
|
Pinnacle Associates
New York
|
$529K
|
–
|
–
|
–
|
|
|
217
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$529K
|
–
|
–
|
–
|
|
|
218
|
United Capital Financial Advisors
Irving,
Texas
|
$527K
|
-$88K
|
-1,185
|
-15%
|
|
|
219
|
BOK Financial Private Wealth
Denver,
Colorado
|
$517K
|
-$21.6K
|
-291
|
-4%
|
|
|
220
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$515K
|
+$1.71K
|
+23
|
+0.4%
|
|
|
221
|
Essex Savings Bank
Essex,
Connecticut
|
$499K
|
–
|
–
|
–
|
|
|
222
|
Bank of New York Mellon
New York
|
$499K
|
+$78.5K
|
+1,057
|
+20%
|
|
|
223
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$499K
|
+$475K
|
+6,398
|
New
|
|
|
224
|
Level Four Advisory Services
Dallas,
Texas
|
$493K
|
–
|
–
|
–
|
|
|
225
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$485K
|
+$458K
|
+6,166
|
New
|
|
