|
1201
|
NBT Bank
Norwich,
New York
|
$330K
|
+$24.7K
|
+100
|
+9%
|
|
|
1202
|
Glenview Trust
Louisville,
Kentucky
|
$327K
|
–
|
–
|
–
|
|
|
1203
|
Legacy Private Trust
Neenah,
Wisconsin
|
$322K
|
-$8.66K
|
-35
|
-3%
|
|
|
1204
|
Reilly Financial Advisors
La Mesa,
California
|
$322K
|
+$6.68K
|
+27
|
+2%
|
|
|
1205
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$321K
|
-$3.71K
|
-15
|
-1%
|
|
|
1206
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$320K
|
+$990
|
+4
|
+0.3%
|
|
|
1207
|
JT Stratford LLC
Gainesville,
Georgia
|
$320K
|
+$37.4K
|
+151
|
+14%
|
|
|
1208
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$319K
|
-$49.5K
|
-200
|
-14%
|
|
|
1209
|
West Bancorporation
West Des Moines,
Iowa
|
$316K
|
+$59.4K
|
+240
|
+24%
|
|
|
1210
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$314K
|
–
|
–
|
–
|
|
|
1211
|
Berman Capital Advisors
Atlanta,
Georgia
|
$314K
|
+$132K
|
+535
|
+78%
|
|
|
1212
|
Golden State Wealth Management
Santa Ana,
California
|
$313K
|
+$243K
|
+984
|
+437%
|
|
|
1213
|
|
$311K
|
-$2.23K
|
-9
|
-0.7%
|
|
|
1214
|
Needham Investment Management
New York
|
$311K
|
+$297K
|
+1,200
|
New
|
|
|
1215
|
PRW Wealth Management
Quincy,
Massachusetts
|
$308K
|
-$990
|
-4
|
-0.3%
|
|
|
1216
|
Cerity Partners OCIO
New York
|
$307K
|
+$294K
|
+1,187
|
New
|
|
|
1217
|
Highland Private Wealth Management
Bellevue,
Washington
|
$306K
|
-$54.2K
|
-219
|
-16%
|
|
|
1218
|
|
$306K
|
-$25.2K
|
-102
|
-8%
|
|
|
1219
|
Alera Investment Advisors
Deerfield,
Illinois
|
$306K
|
-$18.1K
|
-73
|
-6%
|
|
|
1220
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$306K
|
+$115K
|
+465
|
+65%
|
|
|
1221
|
Northside Capital Management
Hood River,
Oregon
|
$305K
|
–
|
–
|
–
|
|
|
1222
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$301K
|
–
|
–
|
–
|
|
|
1223
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$301K
|
+$29.4K
|
+119
|
+11%
|
|
|
1224
|
|
$299K
|
–
|
–
|
–
|
|
|
1225
|
Wealth Architects
Mountain View,
California
|
$298K
|
-$495
|
-2
|
-0.2%
|
|
