|
651
|
Baystate Wealth Management
Boston,
Massachusetts
|
$219K
|
–
|
–
|
–
|
|
|
652
|
Atria Investments
Charlotte,
North Carolina
|
$213K
|
+$1.24K
|
+20
|
+0.6%
|
|
|
653
|
TDAM USA
Toronto,
Ontario, Canada
|
$212K
|
–
|
–
|
–
|
|
|
654
|
New England Research & Management
Chicago,
Illinois
|
$211K
|
–
|
–
|
–
|
|
|
655
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$209K
|
-$79.3K
|
-1,276
|
-28%
|
|
|
656
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$206K
|
+$198K
|
+3,192
|
New
|
|
|
657
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$206K
|
+$199K
|
+3,200
|
New
|
|
|
658
|
Coastline Trust
Providence,
Rhode Island
|
$202K
|
+$195K
|
+3,140
|
New
|
|
|
659
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$199K
|
-$870
|
-14
|
-0.5%
|
|
|
660
|
Sandy Spring Bank
Olney,
Maryland
|
$187K
|
-$31.1K
|
-500
|
-15%
|
|
|
661
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$181K
|
-$62.1K
|
-1,000
|
-26%
|
|
|
662
|
First Interstate Bank
Billings,
Montana
|
$175K
|
–
|
–
|
–
|
|
|
663
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$168K
|
–
|
–
|
–
|
|
|
664
|
GAM Systematic
Cambridge,
United Kingdom
|
$164K
|
+$158K
|
+2,538
|
New
|
|
|
665
|
WhitTier Trust Company
Reno,
Nevada
|
$160K
|
+$1.86K
|
+30
|
+1%
|
|
|
666
|
IHT Wealth Management
Chicago,
Illinois
|
$159K
|
–
|
–
|
–
|
|
|
667
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$153K
|
–
|
–
|
–
|
|
|
668
|
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
$141K
|
-$44K
|
-708
|
-24%
|
|
|
669
|
Bartlett & Co
Cincinnati,
Ohio
|
$129K
|
–
|
–
|
–
|
|
|
670
|
Welch Group
Birmingham,
Alabama
|
$129K
|
–
|
–
|
–
|
|
|
671
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$122K
|
–
|
–
|
–
|
|
|
672
|
Brown Brothers Harriman & Co
New York
|
$119K
|
–
|
–
|
–
|
|
|
673
|
|
$116K
|
–
|
–
|
–
|
|
|
674
|
Capital Bank & Trust
Irvine,
California
|
$112K
|
-$5.22K
|
-84
|
-5%
|
|
|
675
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$98K
|
+$73.1K
|
+1,176
|
+338%
|
|
