|
126
|
Montecito Bank & Trust
Santa Barbara,
California
|
$672K
|
-$22K
|
-750
|
-3%
|
|
|
127
|
North Star Investment Management
Chicago,
Illinois
|
$666K
|
+$2.38K
|
+81
|
+0.4%
|
|
|
128
|
Diversified Trust
Memphis,
Tennessee
|
$665K
|
–
|
–
|
–
|
|
|
129
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$644K
|
+$146K
|
+4,980
|
+29%
|
|
|
130
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$639K
|
+$654K
|
+22,263
|
New
|
|
|
131
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$637K
|
+$103K
|
+3,504
|
+19%
|
|
|
132
|
|
$637K
|
+$179K
|
+6,081
|
+38%
|
|
|
133
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$627K
|
-$30K
|
-1,020
|
-4%
|
|
|
134
|
|
$623K
|
+$333K
|
+11,340
|
+109%
|
|
|
135
|
Level Four Advisory Services
Dallas,
Texas
|
$587K
|
-$1.06M
|
-36,083
|
-64%
|
|
|
136
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$569K
|
–
|
–
|
–
|
|
|
137
|
Private Capital Group
West Hartford,
Connecticut
|
$556K
|
+$557K
|
+18,968
|
+4,914%
|
|
|
138
|
|
$536K
|
+$549K
|
+18,678
|
New
|
|
|
139
|
Bigelow Investment Advisors
Portland,
Maine
|
$535K
|
-$3.82K
|
-130
|
-0.7%
|
|
|
140
|
Belpointe Asset Management
Reno,
Nevada
|
$530K
|
-$35.4K
|
-1,205
|
-6%
|
|
|
141
|
OmniStar Financial Group
Wilmington,
North Carolina
|
$510K
|
-$90.9K
|
-3,093
|
-15%
|
|
|
142
|
Jordan Park Group
San Francisco,
California
|
$502K
|
+$513K
|
+17,464
|
New
|
|
|
143
|
Comerica Bank
Dallas,
Texas
|
$495K
|
-$9M
|
-306,275
|
-95%
|
|
|
144
|
HeadInvest LLC
Portland,
Maine
|
$494K
|
–
|
–
|
–
|
|
|
145
|
Brightworth
Atlanta,
Georgia
|
$467K
|
-$30.8K
|
-1,049
|
-6%
|
|
|
146
|
AE Wealth Management
Topeka,
Kansas
|
$467K
|
+$137K
|
+4,655
|
+40%
|
|
|
147
|
|
$463K
|
+$67.3K
|
+2,292
|
+17%
|
|
|
148
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$450K
|
+$460K
|
+15,670
|
New
|
|
|
149
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$447K
|
+$184K
|
+6,251
|
+67%
|
|
|
150
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$441K
|
–
|
–
|
–
|
|
