|
526
|
Osborn Williams & Donohoe
Cincinnati,
Ohio
|
$3.34M
|
+$3.19M
|
+50,565
|
New
|
|
|
527
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$3.33M
|
-$231K
|
-3,670
|
-7%
|
|
|
528
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$3.33M
|
-$1.99M
|
-31,645
|
-38%
|
|
|
529
|
Appleton Partners
Boston,
Massachusetts
|
$3.32M
|
-$85.6K
|
-1,358
|
-3%
|
|
|
530
|
North Star Investment Management
Chicago,
Illinois
|
$3.29M
|
+$31.5K
|
+500
|
+1%
|
|
|
531
|
Addenda Capital
Montreal,
Quebec, Canada
|
$3.29M
|
–
|
–
|
–
|
|
|
532
|
Biltmore Family Office
Charlotte,
North Carolina
|
$3.27M
|
+$937K
|
+14,880
|
+42%
|
|
|
533
|
Mackay Shields LLC
New York
|
$3.26M
|
+$3.17M
|
+50,250
|
New
|
|
|
534
|
Wellington Management Group
Boston,
Massachusetts
|
$3.24M
|
+$1.31M
|
+20,715
|
+71%
|
|
|
535
|
Truepoint Inc
Cincinnati,
Ohio
|
$3.24M
|
+$94.6K
|
+1,502
|
+3%
|
|
|
536
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$3.24M
|
-$129K
|
-2,051
|
-4%
|
|
|
537
|
Crewe Advisors
Salt Lake City,
Utah
|
$3.23M
|
-$287K
|
-4,559
|
-8%
|
|
|
538
|
Lutz Financial Services
Omaha,
Nebraska
|
$3.2M
|
-$318K
|
-5,051
|
-9%
|
|
|
539
|
Alexandria Capital
Arlington,
Virginia
|
$3.19M
|
-$193K
|
-3,069
|
-6%
|
|
|
540
|
Cerity Partners OCIO
New York
|
$3.19M
|
+$170K
|
+2,695
|
+6%
|
|
|
541
|
Penobscot Investment Management
Boston,
Massachusetts
|
$3.19M
|
-$368K
|
-5,845
|
-11%
|
|
|
542
|
Blue Fin Capital
Warren,
Rhode Island
|
$3.18M
|
-$99.6K
|
-1,581
|
-3%
|
|
|
543
|
NTV Asset Management
Charleston,
West Virginia
|
$3.18M
|
-$410K
|
-6,500
|
-12%
|
|
|
544
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$3.17M
|
+$15.8K
|
+250
|
+0.5%
|
|
|
545
|
Denver PWM
Denver,
Colorado
|
$3.17M
|
-$153K
|
-2,422
|
-5%
|
|
|
546
|
Personal Wealth Partners
Bloomington,
Minnesota
|
$3.15M
|
+$3.06M
|
+48,649
|
New
|
|
|
547
|
Hilltop Holdings
Dallas,
Texas
|
$3.14M
|
+$636K
|
+10,101
|
+26%
|
|
|
548
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$3.13M
|
–
|
–
|
–
|
|
|
549
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$3.13M
|
-$152K
|
-2,413
|
-5%
|
|
|
550
|
SEI Investments
Oaks,
Pennsylvania
|
$3.12M
|
-$1.09M
|
-17,347
|
-27%
|
|
