|
26
|
Beach Investment Counsel
West Conshohocken,
Pennsylvania
|
$491K
|
+$231K
|
+6,500
|
+89%
|
|
|
27
|
Boston Family Office
Boston,
Massachusetts
|
$404K
|
–
|
–
|
–
|
|
|
28
|
Old North State Trust
Greensboro,
North Carolina
|
$350K
|
–
|
–
|
–
|
|
|
29
|
Abbrea Capital
Greenbrae,
California
|
$313K
|
-$40.6K
|
-1,140
|
-11%
|
|
|
30
|
Williams Jones Wealth Management
New York
|
$297K
|
–
|
–
|
–
|
|
|
31
|
Equitable Trust
Nashville,
Tennessee
|
$290K
|
–
|
–
|
–
|
|
|
32
|
RNC Capital Management
Los Angeles,
California
|
$289K
|
–
|
–
|
–
|
|
|
33
|
Diversified Trust
Memphis,
Tennessee
|
$264K
|
-$1.79K
|
-50
|
-0.7%
|
|
|
34
|
Benedict Financial Advisors
Atlanta,
Georgia
|
$254K
|
-$5.45K
|
-153
|
-2%
|
|
|
35
|
Firsthand Capital Management
San Jose,
California
|
$249K
|
–
|
–
|
–
|
|
|
36
|
SVB Wealth
Boston,
Massachusetts
|
$248K
|
-$41K
|
-1,151
|
-14%
|
|
|
37
|
Cozad Asset Management
Champaign,
Illinois
|
$227K
|
-$41.9K
|
-1,178
|
-16%
|
|
|
38
|
Union Investments & Development
Tel Aviv,
Israel
|
$178K
|
–
|
–
|
–
|
|
|
39
|
Thompson Investment Management
Madison,
Wisconsin
|
$169K
|
–
|
–
|
–
|
|
|
40
|
Huntington National Bank
Columbus,
Ohio
|
$146K
|
-$13.1K
|
-369
|
-8%
|
|
|
41
|
Spire Wealth Management
Mclean,
Virginia
|
$121K
|
-$3.74K
|
-105
|
-3%
|
|
|
42
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$98.1K
|
–
|
–
|
–
|
|
|
43
|
Geneos Wealth Management
Englewood,
Colorado
|
$48.8K
|
-$22.1K
|
-622
|
-31%
|
|
|
44
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$33K
|
-$44.6K
|
-1,232
|
-57%
|
|
|
45
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$32.3K
|
+$32.3K
|
+900
|
New
|
|
|
46
|
Russell Investments Group
London,
United Kingdom
|
$28.7K
|
+$2.42K
|
+68
|
+9%
|
|
|
47
|
Operose Advisors
Milwaukee,
Wisconsin
|
$28.3K
|
+$21K
|
+591
|
+291%
|
|
|
48
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$27.8K
|
–
|
–
|
–
|
|
|
49
|
Salomon & Ludwin
Richmond,
Virginia
|
$22.2K
|
+$22.2K
|
+625
|
New
|
|
|
50
|
Coppell Advisory Solutions
Coppell,
Texas
|
$11.4K
|
+$11.4K
|
+375
|
New
|
|
