|
526
|
The Family Firm
Bethesda,
Maryland
|
$1.55M
|
-$35.5K
|
-725
|
-2%
|
|
|
527
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$1.54M
|
–
|
–
|
–
|
|
|
528
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$1.54M
|
+$335K
|
+6,838
|
+26%
|
|
|
529
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.53M
|
-$22.4K
|
-457
|
-1%
|
|
|
530
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$1.53M
|
–
|
–
|
–
|
|
|
531
|
LBJ Family Wealth Advisors
Austin,
Texas
|
$1.53M
|
–
|
–
|
–
|
|
|
532
|
Cabot Wealth Management
Salem,
Massachusetts
|
$1.53M
|
+$144K
|
+2,946
|
+10%
|
|
|
533
|
Intersect Capital
San Ramon,
California
|
$1.51M
|
+$71.1K
|
+1,450
|
+5%
|
|
|
534
|
Cerity Partners OCIO
New York
|
$1.51M
|
+$101K
|
+2,051
|
+7%
|
|
|
535
|
First United Bank & Trust
Oakland,
Maryland
|
$1.51M
|
+$20.4K
|
+416
|
+1%
|
|
|
536
|
Tompkins Financial
Ithaca,
New York
|
$1.51M
|
+$496K
|
+10,125
|
+48%
|
|
|
537
|
Courier Capital
Buffalo,
New York
|
$1.5M
|
+$16K
|
+327
|
+1%
|
|
|
538
|
Independence Advisors
Wayne,
Pennsylvania
|
$1.5M
|
–
|
–
|
–
|
|
|
539
|
Capstone Investment Advisors
New York
|
$1.48M
|
+$1.5M
|
+30,554
|
New
|
|
|
540
|
Merriman Wealth Management
Seattle,
Washington
|
$1.47M
|
+$1.5M
|
+30,515
|
New
|
|
|
541
|
Bank of Hawaii
Honolulu,
Hawaii
|
$1.47M
|
–
|
–
|
–
|
|
|
542
|
Sutton Wealth Advisors
Tampa,
Florida
|
$1.47M
|
+$58.6K
|
+1,195
|
+4%
|
|
|
543
|
Pinnacle Associates
New York
|
$1.47M
|
+$165K
|
+3,366
|
+12%
|
|
|
544
|
Clearstead Trust
Portland,
Maine
|
$1.47M
|
+$1.27M
|
+25,971
|
+583%
|
|
|
545
|
Tortoise Investment Management
White Plains,
New York
|
$1.46M
|
-$56.4K
|
-1,150
|
-4%
|
|
|
546
|
Conning Inc
Hartford,
Connecticut
|
$1.46M
|
-$194K
|
-3,965
|
-12%
|
|
|
547
|
Stevens Capital Management
Radnor,
Pennsylvania
|
$1.44M
|
+$646K
|
+13,185
|
+80%
|
|
|
548
|
ACG Wealth
Atlanta,
Georgia
|
$1.44M
|
-$28K
|
-571
|
-2%
|
|
|
549
|
Renaissance Technologies
New York
|
$1.42M
|
-$42.2M
|
-859,700
|
-97%
|
|
|
550
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$1.42M
|
+$74.9K
|
+1,527
|
+5%
|
|
