|
176
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$489K
|
–
|
–
|
–
|
|
|
177
|
Private Ocean
San Rafael,
California
|
$483K
|
+$89
|
+1
|
+0%
|
|
|
178
|
Oakworth Capital
Birmingham,
Alabama
|
$481K
|
+$87.5K
|
+982
|
+24%
|
|
|
179
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$477K
|
-$14.7K
|
-165
|
-3%
|
|
|
180
|
|
$476K
|
-$80.1K
|
-899
|
-15%
|
|
|
181
|
Davenport & Co
Richmond,
Virginia
|
$475K
|
+$28.1K
|
+315
|
+7%
|
|
|
182
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$473K
|
+$1.52K
|
+17
|
+0.3%
|
|
|
183
|
iAB Financial Bank
Fort Wayne,
Indiana
|
$472K
|
+$15.2K
|
+170
|
+4%
|
|
|
184
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$468K
|
–
|
–
|
–
|
|
|
185
|
Affiance Financial
St. Louis Park,
Minnesota
|
$453K
|
-$4.99K
|
-56
|
-1%
|
|
|
186
|
Clarius Group LLC
Seattle,
Washington
|
$419K
|
-$40.1K
|
-450
|
-9%
|
|
|
187
|
Ashfield Capital Partners
San Francisco,
California
|
$414K
|
–
|
–
|
–
|
|
|
188
|
Gupta Wealth Management
San Diego,
California
|
$411K
|
+$122K
|
+1,364
|
+45%
|
|
|
189
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$403K
|
-$39.1K
|
-439
|
-9%
|
|
|
190
|
CT Financial Advisors
Chadds Ford,
Pennsylvania
|
$398K
|
–
|
–
|
–
|
|
|
191
|
Heritage Investors Management Corp
Bethesda,
Maryland
|
$384K
|
–
|
–
|
–
|
|
|
192
|
City Holding Co
Charleston,
West Virginia
|
$376K
|
–
|
–
|
–
|
|
|
193
|
Telemus Capital
Southfield,
Michigan
|
$376K
|
+$357K
|
+4,000
|
New
|
|
|
194
|
New England Asset Management
Farmington,
Connecticut
|
$367K
|
–
|
–
|
–
|
|
|
195
|
FAS Wealth Partners
Leawood,
Kansas
|
$366K
|
+$1.52K
|
+17
|
+0.4%
|
|
|
196
|
Chemical Bank
Detroit,
Michigan
|
$353K
|
–
|
–
|
–
|
|
|
197
|
SouthState Corp
Winter Haven,
Florida
|
$348K
|
–
|
–
|
–
|
|
|
198
|
Intersect Capital
San Ramon,
California
|
$343K
|
–
|
–
|
–
|
|
|
199
|
United Bank (West Virginia)
Parkersburg,
West Virginia
|
$342K
|
-$8.56K
|
-96
|
-3%
|
|
|
200
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$330K
|
–
|
–
|
–
|
|
