|
301
|
Montecito Bank & Trust
Santa Barbara,
California
|
$1.12M
|
–
|
–
|
–
|
|
|
302
|
Asset Dedication LLC
San Francisco,
California
|
$1.11M
|
-$203K
|
-1,281
|
-16%
|
|
|
303
|
Norris Perne & French
Grand Rapids,
Michigan
|
$1.1M
|
+$468K
|
+2,948
|
+76%
|
|
|
304
|
Flaharty Asset Management
Clearwater,
Florida
|
$1.1M
|
+$14.3K
|
+90
|
+1%
|
|
|
305
|
Welch & Forbes
Boston,
Massachusetts
|
$1.07M
|
-$15.9K
|
-100
|
-1%
|
|
|
306
|
|
$1.05M
|
+$3.17K
|
+20
|
+0.3%
|
|
|
307
|
Sand Hill Global Advisors
Palo Alto,
California
|
$1.04M
|
–
|
–
|
–
|
|
|
308
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$1.03M
|
–
|
–
|
–
|
|
|
309
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$1.02M
|
-$39.7K
|
-250
|
-4%
|
|
|
310
|
Davenport & Co
Richmond,
Virginia
|
$1.02M
|
+$3.02K
|
+19
|
+0.3%
|
|
|
311
|
Financial Counselors Inc
Overland Park,
Kansas
|
$1.02M
|
-$35.4K
|
-223
|
-3%
|
|
|
312
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$1.02M
|
–
|
–
|
–
|
|
|
313
|
USA Financial Formulas
Ada,
Michigan
|
$1.02M
|
+$185K
|
+1,165
|
+21%
|
|
|
314
|
Avity Investment Management
Greenwich,
Connecticut
|
$1.01M
|
–
|
–
|
–
|
|
|
315
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$1.01M
|
-$20.6K
|
-130
|
-2%
|
|
|
316
|
Eaton Vance Management
Boston,
Massachusetts
|
$1.01M
|
+$254K
|
+1,603
|
+35%
|
|
|
317
|
Pillar Pacific Capital Management
Pacifica,
California
|
$984K
|
+$24.6K
|
+155
|
+3%
|
|
|
318
|
Managed Account Services
Coconut Grove,
Florida
|
$945K
|
+$94.8K
|
+597
|
+11%
|
|
|
319
|
Argent Trust Co
Nashville,
Tennessee
|
$931K
|
–
|
–
|
–
|
|
|
320
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$931K
|
+$215K
|
+1,354
|
+26%
|
|
|
321
|
MAI Capital Management
Independence,
Ohio
|
$929K
|
-$165K
|
-1,041
|
-15%
|
|
|
322
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$929K
|
+$794
|
+5
|
+0.1%
|
|
|
323
|
Tiemann Investment Advisors
Menlo Park,
California
|
$921K
|
-$19.8K
|
-125
|
-2%
|
|
|
324
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$910K
|
+$26.8K
|
+169
|
+3%
|
|
|
325
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$905K
|
–
|
–
|
–
|
|
