|
201
|
ACG Wealth
Atlanta,
Georgia
|
$3.69M
|
+$379K
|
+4,381
|
+12%
|
|
|
202
|
Biltmore Family Office
Charlotte,
North Carolina
|
$3.67M
|
-$539K
|
-6,232
|
-13%
|
|
|
203
|
Rand Wealth
Baltimore,
Maryland
|
$3.59M
|
-$40.1K
|
-464
|
-1%
|
|
|
204
|
Valmark Advisers
Akron,
Ohio
|
$3.59M
|
+$278K
|
+3,212
|
+8%
|
|
|
205
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$3.56M
|
+$180K
|
+2,075
|
+5%
|
|
|
206
|
Chevy Chase Trust
Bethesda,
Maryland
|
$3.5M
|
-$1.96M
|
-22,661
|
-36%
|
|
|
207
|
Mission Wealth Management
Santa Barbara,
California
|
$3.46M
|
+$26.1K
|
+302
|
+0.8%
|
|
|
208
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$3.43M
|
-$30.3K
|
-350
|
-0.9%
|
|
|
209
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.42M
|
+$2.8M
|
+32,407
|
+483%
|
|
|
210
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$3.4M
|
+$48.9K
|
+565
|
+1%
|
|
|
211
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$3.4M
|
-$418K
|
-4,830
|
-11%
|
|
|
212
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$3.37M
|
-$127K
|
-1,463
|
-4%
|
|
|
213
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$3.37M
|
-$1.49M
|
-17,268
|
-31%
|
|
|
214
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$3.35M
|
+$496K
|
+5,738
|
+18%
|
|
|
215
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$3.32M
|
+$11.2K
|
+129
|
+0.3%
|
|
|
216
|
SEI Investments
Oaks,
Pennsylvania
|
$3.3M
|
+$45.9K
|
+531
|
+1%
|
|
|
217
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.29M
|
+$3.06M
|
+35,327
|
+1,451%
|
|
|
218
|
Lumina Fund Management
New York
|
$3.26M
|
-$994K
|
-11,485
|
-23%
|
|
|
219
|
Commerce Bank
Kansas City,
Missouri
|
$3.25M
|
-$433
|
-5
|
-0%
|
|
|
220
|
Telos Capital Management
San Diego,
California
|
$3.24M
|
+$29.4K
|
+340
|
+0.9%
|
|
|
221
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$3.22M
|
-$1.38K
|
-16
|
-0%
|
|
|
222
|
Asset Dedication LLC
San Francisco,
California
|
$3.22M
|
–
|
–
|
–
|
|
|
223
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.14M
|
+$81.2K
|
+938
|
+3%
|
|
|
224
|
DeDora Capital
Napa,
California
|
$3.14M
|
+$155K
|
+1,792
|
+5%
|
|
|
225
|
Vantage Investment Partners
Kansas City,
Missouri
|
$3.1M
|
-$143K
|
-1,648
|
-4%
|
|
