|
101
|
Cerity Partners OCIO
New York
|
$224K
|
–
|
–
|
–
|
|
|
102
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$222K
|
+$213K
|
+4,669
|
New
|
|
|
103
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$218K
|
–
|
–
|
–
|
|
|
104
|
Long Wharf Investors
Boston,
Massachusetts
|
$204K
|
+$196K
|
+4,300
|
New
|
|
|
105
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$202K
|
+$185K
|
+4,055
|
+1,843%
|
|
|
106
|
Northern Trust
Chicago,
Illinois
|
$202K
|
+$194K
|
+4,250
|
New
|
|
|
107
|
Placemark Investments
Chicago,
Illinois
|
$196K
|
-$205K
|
-4,501
|
-52%
|
|
|
108
|
BlackRock Investment Management
Wilmington,
Delaware
|
$190K
|
+$29.8K
|
+654
|
+20%
|
|
|
109
|
American International Group
New York
|
$156K
|
-$317K
|
-6,953
|
-68%
|
|
|
110
|
Sandy Spring Bank
Olney,
Maryland
|
$107K
|
+$102K
|
+2,250
|
New
|
|
|
111
|
Schroder Investment Management Group
London,
United Kingdom
|
$104K
|
–
|
–
|
–
|
|
|
112
|
M&T Bank
Buffalo,
New York
|
$95K
|
–
|
–
|
–
|
|
|
113
|
Crosspoint Capital Strategies
Orinda,
California
|
$93K
|
+$87.7K
|
+1,925
|
New
|
|
|
114
|
|
$80K
|
+$49.7K
|
+1,091
|
+185%
|
|
|
115
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$73K
|
-$3.42K
|
-75
|
-5%
|
|
|
116
|
Private Trust Company
Cleveland,
Ohio
|
$69K
|
+$34.8K
|
+765
|
+111%
|
|
|
117
|
WFG Advisors
Dallas,
Texas
|
$67K
|
-$45K
|
-988
|
-41%
|
|
|
118
|
Blume Capital Management
Berkeley,
California
|
$50K
|
+$48K
|
+1,053
|
New
|
|
|
119
|
Perkins Coie Trust Company
Seattle,
Washington
|
$47K
|
+$45.5K
|
+1,000
|
New
|
|
|
120
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$45K
|
+$42.8K
|
+940
|
New
|
|
|
121
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$34K
|
+$6.65K
|
+146
|
+26%
|
|
|
122
|
Partnervest Advisory Services
Santa Barbara,
California
|
$34K
|
+$32.8K
|
+720
|
New
|
|
|
123
|
WhitTier Trust Company
Reno,
Nevada
|
$28K
|
–
|
–
|
–
|
|
|
124
|
Duncker Streett & Co
St. Louis,
Missouri
|
$24K
|
–
|
–
|
–
|
|
|
125
|
Creative Planning
Overland Park,
Kansas
|
$21K
|
+$20.1K
|
+442
|
New
|
|
