|
201
|
Covington Capital Management
Los Angeles,
California
|
$915K
|
–
|
–
|
–
|
|
|
202
|
Private Ocean
San Rafael,
California
|
$884K
|
+$104K
|
+834
|
+13%
|
|
|
203
|
Mather Group
Chicago,
Illinois
|
$875K
|
-$6.04M
|
-48,613
|
-87%
|
|
|
204
|
Merit Financial Group
Alpharetta,
Georgia
|
$871K
|
-$374K
|
-3,014
|
-30%
|
|
|
205
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$868K
|
–
|
–
|
–
|
|
|
206
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$847K
|
–
|
–
|
–
|
|
|
207
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$836K
|
–
|
–
|
–
|
|
|
208
|
Patriot Wealth Management
Houston,
Texas
|
$832K
|
–
|
–
|
–
|
|
|
209
|
Tortoise Investment Management
White Plains,
New York
|
$820K
|
+$78.3K
|
+630
|
+11%
|
|
|
210
|
CIBC Bank USA
Chicago,
Illinois
|
$818K
|
–
|
–
|
–
|
|
|
211
|
TrueWealth LLC
Atlanta,
Georgia
|
$812K
|
+$23.1K
|
+186
|
+3%
|
|
|
212
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$811K
|
–
|
–
|
–
|
|
|
213
|
Oakworth Capital
Birmingham,
Alabama
|
$801K
|
–
|
–
|
–
|
|
|
214
|
Independence Advisors
Wayne,
Pennsylvania
|
$761K
|
–
|
–
|
–
|
|
|
215
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$739K
|
+$479K
|
+3,858
|
+187%
|
|
|
216
|
|
$733K
|
+$2.48K
|
+20
|
+0.3%
|
|
|
217
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$719K
|
-$27.6K
|
-222
|
-4%
|
|
|
218
|
Alerus Financial
Grand Forks,
North Dakota
|
$712K
|
–
|
–
|
–
|
|
|
219
|
McCutchen Group
Seattle,
Washington
|
$678K
|
–
|
–
|
–
|
|
|
220
|
Berkeley Capital Partners
Milton,
Georgia
|
$677K
|
-$13.7K
|
-110
|
-2%
|
|
|
221
|
Caprock Group
Boise,
Idaho
|
$656K
|
+$1.12K
|
+9
|
+0.2%
|
|
|
222
|
Thomasville National Bank
Thomasville,
Georgia
|
$652K
|
+$5.34K
|
+43
|
+0.8%
|
|
|
223
|
One Capital Management
Westlake Village,
California
|
$643K
|
-$4.6K
|
-37
|
-0.7%
|
|
|
224
|
Clarius Group LLC
Seattle,
Washington
|
$635K
|
–
|
–
|
–
|
|
|
225
|
Cetera Advisors
Denver,
Colorado
|
$617K
|
-$32.3K
|
-260
|
-5%
|
|
