|
276
|
Fiduciary Trust
Boston,
Massachusetts
|
$265K
|
–
|
–
|
–
|
|
|
277
|
Principal Street Partners
Memphis,
Tennessee
|
$258K
|
+$247K
|
+8,485
|
New
|
|
|
278
|
First Personal Financial Services
Charlotte,
North Carolina
|
$254K
|
–
|
–
|
–
|
|
|
279
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$251K
|
-$4.37K
|
-150
|
-2%
|
|
|
280
|
Bailard
Foster City,
California
|
$249K
|
-$17.4K
|
-598
|
-7%
|
|
|
281
|
SVB Wealth
Boston,
Massachusetts
|
$248K
|
+$237K
|
+8,158
|
New
|
|
|
282
|
McDonald Partners
Cleveland,
Ohio
|
$244K
|
–
|
–
|
–
|
|
|
283
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$243K
|
–
|
–
|
–
|
|
|
284
|
Guggenheim Capital
Chicago,
Illinois
|
$242K
|
-$264K
|
-9,054
|
-53%
|
|
|
285
|
MGO One Seven
Beachwood,
Ohio
|
$241K
|
-$10.2K
|
-351
|
-4%
|
|
|
286
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$240K
|
–
|
–
|
–
|
|
|
287
|
Equitable Trust
Nashville,
Tennessee
|
$238K
|
–
|
–
|
–
|
|
|
288
|
Horizons Wealth Management
Asheville,
North Carolina
|
$235K
|
-$14K
|
-482
|
-6%
|
|
|
289
|
Ballentine Partners
Waltham,
Massachusetts
|
$235K
|
-$150K
|
-5,163
|
-40%
|
|
|
290
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$234K
|
+$224K
|
+7,686
|
New
|
|
|
291
|
RNC Capital Management
Los Angeles,
California
|
$234K
|
-$58.7K
|
-2,015
|
-21%
|
|
|
292
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$230K
|
+$220K
|
+7,563
|
New
|
|
|
293
|
Cozad Asset Management
Champaign,
Illinois
|
$230K
|
+$220K
|
+7,555
|
New
|
|
|
294
|
Personal CFO Solutions
Chester,
New Jersey
|
$230K
|
-$37.2K
|
-1,278
|
-14%
|
|
|
295
|
Charles Schwab
San Francisco,
California
|
$229K
|
+$219K
|
+7,533
|
New
|
|
|
296
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$228K
|
+$218K
|
+7,500
|
New
|
|
|
297
|
Diversified Trust
Memphis,
Tennessee
|
$225K
|
+$215K
|
+7,384
|
New
|
|
|
298
|
Premier Asset Management
Chicago,
Illinois
|
$225K
|
-$188K
|
-6,443
|
-47%
|
|
|
299
|
HM Payson & Co
Portland,
Maine
|
$223K
|
+$6.58K
|
+226
|
+3%
|
|
|
300
|
Beach Investment Counsel
West Conshohocken,
Pennsylvania
|
$222K
|
+$213K
|
+7,300
|
New
|
|
