|
801
|
Legacy Private Trust
Neenah,
Wisconsin
|
$255K
|
-$771K
|
-4,594
|
-75%
|
|
|
802
|
Holocene Advisors
New York
|
$254K
|
-$636K
|
-3,793
|
-72%
|
|
|
803
|
Stone Ridge Asset Management
New York
|
$252K
|
+$252K
|
+1,500
|
New
|
|
|
804
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$250K
|
-$79.8K
|
-476
|
-24%
|
|
|
805
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$250K
|
+$25.5K
|
+152
|
+11%
|
|
|
806
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$249K
|
+$15.8K
|
+94
|
+7%
|
|
|
807
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$249K
|
+$245K
|
+1,461
|
New
|
|
|
808
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$248K
|
-$32.5K
|
-194
|
-12%
|
|
|
809
|
Cypress Capital Group
Palm Beach,
Florida
|
$247K
|
+$246K
|
+1,467
|
New
|
|
|
810
|
RB Capital Management
Reno,
Nevada
|
$246K
|
+$245K
|
+1,462
|
New
|
|
|
811
|
First National Trust
Hermitage,
Pennsylvania
|
$244K
|
-$141K
|
-842
|
-37%
|
|
|
812
|
Court Place Advisors
Ellicott City,
Maryland
|
$244K
|
–
|
–
|
–
|
|
|
813
|
Insight 2811 Inc
Chicago,
Illinois
|
$244K
|
+$243K
|
+1,449
|
New
|
|
|
814
|
AssetMark Inc
Concord,
California
|
$243K
|
-$161K
|
-957
|
-40%
|
|
|
815
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$243K
|
-$10.1K
|
-60
|
-4%
|
|
|
816
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$241K
|
+$70.6K
|
+421
|
+39%
|
|
|
817
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$240K
|
–
|
–
|
–
|
|
|
818
|
Continuum Advisory
Eagle,
Idaho
|
$237K
|
+$236K
|
+1,407
|
New
|
|
|
819
|
SSI Investment Management
Los Angeles,
California
|
$235K
|
-$3.69K
|
-22
|
-2%
|
|
|
820
|
|
$235K
|
-$2.52K
|
-15
|
-1%
|
|
|
821
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$235K
|
+$235K
|
+1,399
|
New
|
|
|
822
|
Sand Hill Global Advisors
Palo Alto,
California
|
$232K
|
-$2.04M
|
-12,134
|
-90%
|
|
|
823
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$232K
|
+$15.4K
|
+92
|
+7%
|
|
|
824
|
Aspiriant LLC
Los Angeles,
California
|
$229K
|
+$228K
|
+1,362
|
New
|
|
|
825
|
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
$225K
|
-$149K
|
-889
|
-40%
|
|
