|
401
|
First United Bank & Trust
Oakland,
Maryland
|
$1.89M
|
-$300K
|
-12,894
|
-14%
|
|
|
402
|
Institute for Wealth Management
Denver,
Colorado
|
$1.88M
|
-$358K
|
-15,384
|
-16%
|
|
|
403
|
Wealthfront Advisers
Palo Alto,
California
|
$1.82M
|
-$198K
|
-8,487
|
-10%
|
|
|
404
|
Congress Park Capital
Saratoga Springs,
New York
|
$1.81M
|
-$17.5K
|
-750
|
-0.9%
|
|
|
405
|
Williams Jones Wealth Management
New York
|
$1.81M
|
+$1.83M
|
+78,402
|
New
|
|
|
406
|
William Blair & Company
Chicago,
Illinois
|
$1.8M
|
-$50.7K
|
-2,178
|
-3%
|
|
|
407
|
Guardian Investment Management
Tiburon,
California
|
$1.75M
|
+$69.8K
|
+3,000
|
+4%
|
|
|
408
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$1.74M
|
-$68.3K
|
-2,934
|
-4%
|
|
|
409
|
|
$1.73M
|
-$236K
|
-10,137
|
-12%
|
|
|
410
|
Moors & Cabot
Boston,
Massachusetts
|
$1.73M
|
+$178K
|
+7,659
|
+11%
|
|
|
411
|
First Midwest Bank Trust Division
Joliet,
Illinois
|
$1.72M
|
-$34.9K
|
-1,500
|
-2%
|
|
|
412
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.72M
|
+$80.9K
|
+3,474
|
+5%
|
|
|
413
|
Naples Global Advisors
Naples,
Florida
|
$1.71M
|
+$172K
|
+7,380
|
+11%
|
|
|
414
|
TCF National Bank
Sioux Falls,
South Dakota
|
$1.71M
|
+$1.72M
|
+74,064
|
New
|
|
|
415
|
Coastline Trust
Providence,
Rhode Island
|
$1.71M
|
-$22K
|
-945
|
-1%
|
|
|
416
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$1.7M
|
-$82.3K
|
-3,534
|
-5%
|
|
|
417
|
Advisory Services Network
Atlanta,
Georgia
|
$1.69M
|
–
|
–
|
–
|
|
|
418
|
New England Research & Management
Chicago,
Illinois
|
$1.68M
|
–
|
–
|
–
|
|
|
419
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$1.68M
|
+$316K
|
+13,590
|
+23%
|
|
|
420
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$1.68M
|
+$8.66K
|
+372
|
+0.5%
|
|
|
421
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1.67M
|
+$86.2K
|
+3,705
|
+5%
|
|
|
422
|
Veritable
Wilmington,
Delaware
|
$1.66M
|
-$93.5K
|
-4,017
|
-5%
|
|
|
423
|
Clearstead Advisors
Cleveland,
Ohio
|
$1.65M
|
+$60.1K
|
+2,580
|
+4%
|
|
|
424
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$1.63M
|
–
|
–
|
–
|
|
|
425
|
Private Trust Company
Cleveland,
Ohio
|
$1.63M
|
-$583K
|
-25,056
|
-26%
|
|
