|
326
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$217K
|
+$205K
|
+3,268
|
New
|
|
|
327
|
55I LLC
Boston,
Massachusetts
|
$215K
|
+$203K
|
+3,230
|
New
|
|
|
328
|
Bridges Investment Management
Omaha,
Nebraska
|
$215K
|
+$203K
|
+3,232
|
New
|
|
|
329
|
CRA Financial Services
Northfield,
New Jersey
|
$215K
|
+$203K
|
+3,234
|
New
|
|
|
330
|
Franklin Resources
San Mateo,
California
|
$214K
|
+$194K
|
+3,094
|
New
|
|
|
331
|
Bailard
Foster City,
California
|
$213K
|
+$201K
|
+3,202
|
New
|
|
|
332
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$211K
|
-$692K
|
-11,036
|
-77%
|
|
|
333
|
Mather Group
Chicago,
Illinois
|
$210K
|
+$199K
|
+3,166
|
New
|
|
|
334
|
Quantum Capital Management (California)
San Francisco,
California
|
$209K
|
–
|
–
|
–
|
|
|
335
|
Corundum Group
Colorado Springs,
Colorado
|
$206K
|
+$194K
|
+3,100
|
New
|
|
|
336
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$205K
|
+$194K
|
+3,088
|
New
|
|
|
337
|
Intrust Bank
Wichita,
Kansas
|
$205K
|
+$194K
|
+3,090
|
New
|
|
|
338
|
Appleton Partners
Boston,
Massachusetts
|
$204K
|
-$70.9K
|
-1,130
|
-27%
|
|
|
339
|
Next Financial Group
Houston,
Texas
|
$204K
|
+$22.2K
|
+354
|
+13%
|
|
|
340
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$201K
|
+$190K
|
+3,028
|
New
|
|
|
341
|
|
$197K
|
-$2.76K
|
-44
|
-1%
|
|
|
342
|
Bison Wealth
Atlanta,
Georgia
|
$191K
|
-$190K
|
-3,036
|
-51%
|
|
|
343
|
Endurance Wealth Management
Providence,
Rhode Island
|
$172K
|
+$125
|
+2
|
+0.1%
|
|
|
344
|
West Bancorporation
West Des Moines,
Iowa
|
$168K
|
+$75K
|
+1,196
|
+90%
|
|
|
345
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$160K
|
–
|
–
|
–
|
|
|
346
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$160K
|
-$12.9K
|
-206
|
-8%
|
|
|
347
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$155K
|
–
|
–
|
–
|
|
|
348
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$148K
|
+$140K
|
+2,232
|
New
|
|
|
349
|
SVB Investment Services
Salt Lake City,
Utah
|
$140K
|
–
|
–
|
–
|
|
|
350
|
Gables Capital Management
Miami,
Florida
|
$133K
|
–
|
–
|
–
|
|
