|
301
|
WhitTier Trust Company
Reno,
Nevada
|
$10.8M
|
+$520K
|
+6,800
|
+5%
|
|
|
302
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$10.7M
|
-$10.8M
|
-140,593
|
-51%
|
|
|
303
|
Precedent Wealth Partners
Houston,
Texas
|
$10.7M
|
+$486K
|
+6,351
|
+5%
|
|
|
304
|
Harvest Investment Advisors
Tallahassee,
Florida
|
$10.6M
|
+$51.6K
|
+675
|
+0.5%
|
|
|
305
|
Diversified Trust
Memphis,
Tennessee
|
$10.6M
|
-$59.5K
|
-778
|
-0.6%
|
|
|
306
|
United Community Bank
Greenville,
South Carolina
|
$10.5M
|
-$325K
|
-4,250
|
-3%
|
|
|
307
|
Mittelman Wealth Management
Andover,
Massachusetts
|
$10.4M
|
+$9.96M
|
+130,198
|
New
|
|
|
308
|
Cetera Advisors
Denver,
Colorado
|
$10.3M
|
+$3.19M
|
+41,726
|
+48%
|
|
|
309
|
Chesley Taft & Associates
Chicago,
Illinois
|
$10.2M
|
-$53.5K
|
-700
|
-0.5%
|
|
|
310
|
Heritage Investors Management Corp
Bethesda,
Maryland
|
$10.2M
|
-$99.7K
|
-1,303
|
-1%
|
|
|
311
|
Crestone Asset Management
Boulder,
Colorado
|
$10.2M
|
-$457K
|
-5,977
|
-4%
|
|
|
312
|
TCTC Holdings
Dallas,
Texas
|
$10.1M
|
+$212K
|
+2,768
|
+2%
|
|
|
313
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$10.1M
|
–
|
–
|
–
|
|
|
314
|
Inspire Trust Company
Reno,
Nevada
|
$10M
|
+$3.95M
|
+51,700
|
+70%
|
|
|
315
|
Millennium Management
New York
|
$10M
|
-$5.65M
|
-73,909
|
-37%
|
|
|
316
|
EQ LLC
Bellevue,
Washington
|
$9.95M
|
+$1.58M
|
+20,646
|
+20%
|
|
|
317
|
Pure Financial Advisors
San Diego,
California
|
$9.93M
|
-$843K
|
-11,023
|
-8%
|
|
|
318
|
Washington Trust
Westerly,
Rhode Island
|
$9.91M
|
-$57.5K
|
-752
|
-0.6%
|
|
|
319
|
Calamos Wealth Management
Naperville,
Illinois
|
$9.87M
|
–
|
–
|
–
|
|
|
320
|
J.W. Cole Advisors
Tampa,
Florida
|
$9.84M
|
+$158K
|
+2,067
|
+2%
|
|
|
321
|
Belmont Capital
Los Angeles,
California
|
$9.79M
|
–
|
–
|
–
|
|
|
322
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$9.69M
|
+$2.45K
|
+32
|
+0%
|
|
|
323
|
Arvest Investments
Lowell,
Arkansas
|
$9.63M
|
+$3.29K
|
+43
|
+0%
|
|
|
324
|
GLOBALT Investments
Atlanta,
Georgia
|
$9.61M
|
-$183K
|
-2,392
|
-2%
|
|
|
325
|
Corundum Group
Colorado Springs,
Colorado
|
$9.6M
|
+$590K
|
+7,712
|
+7%
|
|
