|
301
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$947K
|
+$184K
|
+1,657
|
+24%
|
|
|
302
|
First Midwest Bank Trust Division
Joliet,
Illinois
|
$945K
|
-$205K
|
-1,849
|
-18%
|
|
|
303
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$945K
|
+$171K
|
+1,546
|
+22%
|
|
|
304
|
Raymond James Trust
St. Petersburg,
Florida
|
$939K
|
-$27.7K
|
-250
|
-3%
|
|
|
305
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$927K
|
-$10.1K
|
-91
|
-1%
|
|
|
306
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$923K
|
+$75.1K
|
+678
|
+9%
|
|
|
307
|
Azimuth Capital Management
Bloomfield Hills,
Michigan
|
$899K
|
-$2.22K
|
-20
|
-0.2%
|
|
|
308
|
DSC Advisors
Chicago,
Illinois
|
$881K
|
+$886K
|
+8,000
|
New
|
|
|
309
|
Aspiriant LLC
Los Angeles,
California
|
$880K
|
–
|
–
|
–
|
|
|
310
|
Confluence Wealth Management
Portland,
Oregon
|
$876K
|
–
|
–
|
–
|
|
|
311
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$866K
|
-$10.2K
|
-92
|
-1%
|
|
|
312
|
FDx Advisors
Chicago,
Illinois
|
$863K
|
-$84.4K
|
-762
|
-9%
|
|
|
313
|
Stratford Consulting
Addison,
Texas
|
$861K
|
-$16.7K
|
-151
|
-2%
|
|
|
314
|
Plancorp LLC
Saint Louis,
Missouri
|
$831K
|
–
|
–
|
–
|
|
|
315
|
Citizens Financial Group
Providence,
Rhode Island
|
$827K
|
-$2.22K
|
-20
|
-0.3%
|
|
|
316
|
Evercore Wealth Management
New York
|
$818K
|
–
|
–
|
–
|
|
|
317
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$816K
|
–
|
–
|
–
|
|
|
318
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
$815K
|
-$17.4M
|
-157,400
|
-96%
|
|
|
319
|
United Services Automobile Association
San Antonio,
Texas
|
$812K
|
-$813K
|
-7,333
|
-50%
|
|
|
320
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$810K
|
+$65.6K
|
+592
|
+9%
|
|
|
321
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$791K
|
+$531K
|
+4,795
|
+136%
|
|
|
322
|
Brown Advisory
Baltimore,
Maryland
|
$790K
|
+$127K
|
+1,146
|
+19%
|
|
|
323
|
Brighton Jones LLC
Seattle,
Washington
|
$785K
|
–
|
–
|
–
|
|
|
324
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$779K
|
-$11K
|
-99
|
-1%
|
|
|
325
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$774K
|
–
|
–
|
–
|
|
