|
251
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$13.8M
|
-$109K
|
-1,706
|
-0.8%
|
|
|
252
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$13.7M
|
+$207K
|
+3,259
|
+1%
|
|
|
253
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$13.7M
|
+$201K
|
+3,154
|
+1%
|
|
|
254
|
Lake Point Wealth Management
Rockwall,
Texas
|
$13.7M
|
+$675K
|
+10,602
|
+5%
|
|
|
255
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$13.6M
|
+$118K
|
+1,851
|
+0.8%
|
|
|
256
|
Pathstone Family Office
Englewood,
New Jersey
|
$13.6M
|
-$1.12M
|
-17,573
|
-7%
|
|
|
257
|
Insight Wealth Strategies
San Ramon,
California
|
$13.6M
|
-$2.93M
|
-46,045
|
-17%
|
|
|
258
|
Raymond James Trust
St. Petersburg,
Florida
|
$13.6M
|
+$141K
|
+2,221
|
+1%
|
|
|
259
|
Steward Partners Investment Advisory
New York
|
$13.4M
|
-$130K
|
-2,038
|
-0.9%
|
|
|
260
|
Kestra Advisory Services
Austin,
Texas
|
$13.3M
|
+$120K
|
+1,881
|
+0.9%
|
|
|
261
|
Community Bank
Dewitt,
New York
|
$13.2M
|
-$636K
|
-9,990
|
-4%
|
|
|
262
|
|
$13.2M
|
–
|
–
|
–
|
|
|
263
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$13.2M
|
+$13.6M
|
+213,183
|
New
|
|
|
264
|
Windham Capital Management
Boston,
Massachusetts
|
$13.1M
|
+$6.72M
|
+105,527
|
+99%
|
|
|
265
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$12.9M
|
-$65M
|
-1,020,420
|
-83%
|
|
|
266
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$12.9M
|
+$2.09M
|
+32,889
|
+19%
|
|
|
267
|
Coldstream Capital Management
Bellevue,
Washington
|
$12.7M
|
-$215K
|
-3,384
|
-2%
|
|
|
268
|
Condor Capital Management
Martinsville,
New Jersey
|
$12.7M
|
+$128K
|
+2,008
|
+1%
|
|
|
269
|
D.A. Davidson & Co
Great Falls,
Montana
|
$12.7M
|
+$1.19M
|
+18,731
|
+10%
|
|
|
270
|
William Blair & Company
Chicago,
Illinois
|
$12.6M
|
-$5.9M
|
-92,645
|
-31%
|
|
|
271
|
WealthPLAN Partners
Omaha,
Nebraska
|
$12.4M
|
+$1.48M
|
+23,297
|
+13%
|
|
|
272
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$12.2M
|
-$1.34M
|
-20,993
|
-10%
|
|
|
273
|
Regis Management Company
Menlo Park,
California
|
$12.2M
|
-$233K
|
-3,666
|
-2%
|
|
|
274
|
Grove Bank & Trust
Miami,
Florida
|
$12M
|
-$337K
|
-5,289
|
-3%
|
|
|
275
|
One Capital Management
Westlake Village,
California
|
$11.9M
|
-$497K
|
-7,814
|
-4%
|
|
