|
376
|
Personal CFO Solutions
Chester,
New Jersey
|
$1.07M
|
+$1.28M
|
+7,598
|
New
|
|
|
377
|
Abbrea Capital
Greenbrae,
California
|
$1.06M
|
–
|
–
|
–
|
|
|
378
|
Norris Perne & French
Grand Rapids,
Michigan
|
$1.05M
|
-$8.11K
|
-48
|
-0.6%
|
|
|
379
|
Chandler Asset Management
San Diego,
California
|
$1.05M
|
–
|
–
|
–
|
|
|
380
|
Coastline Trust
Providence,
Rhode Island
|
$1.05M
|
-$71K
|
-420
|
-5%
|
|
|
381
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$1.04M
|
+$83.5K
|
+494
|
+7%
|
|
|
382
|
Gemmer Asset Management
Walnut Creek,
California
|
$1.04M
|
–
|
–
|
–
|
|
|
383
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.04M
|
+$72.7K
|
+430
|
+6%
|
|
|
384
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$1.04M
|
+$15.7K
|
+93
|
+1%
|
|
|
385
|
KeyBank National Association
Cleveland,
Ohio
|
$1.03M
|
-$355K
|
-2,098
|
-22%
|
|
|
386
|
MAI Capital Management
Independence,
Ohio
|
$1.03M
|
-$308K
|
-1,820
|
-20%
|
|
|
387
|
AMI Asset Management
Los Angeles,
California
|
$1.02M
|
+$1.22M
|
+7,234
|
New
|
|
|
388
|
Hancock Whitney
Gulfport,
Mississippi
|
$1.02M
|
-$12.4M
|
-73,061
|
-91%
|
|
|
389
|
Calamos Wealth Management
Naperville,
Illinois
|
$1.02M
|
-$294K
|
-1,738
|
-19%
|
|
|
390
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$1.01M
|
-$99.7K
|
-590
|
-8%
|
|
|
391
|
Doyle Wealth Management
St. Petersburg,
Florida
|
$1.01M
|
-$52.6K
|
-311
|
-4%
|
|
|
392
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$1M
|
–
|
–
|
–
|
|
|
393
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$993K
|
–
|
–
|
–
|
|
|
394
|
Capital Management Associates (New York)
New York
|
$991K
|
+$338K
|
+2,000
|
+40%
|
|
|
395
|
Empirical Wealth Management
Seattle,
Washington
|
$970K
|
-$128K
|
-759
|
-10%
|
|
|
396
|
Bartlett & Co
Cincinnati,
Ohio
|
$963K
|
+$1.15M
|
+6,803
|
New
|
|
|
397
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$963K
|
+$74K
|
+438
|
+7%
|
|
|
398
|
Atalanta Sosnoff Capital
New York
|
$954K
|
+$845K
|
+4,997
|
+287%
|
|
|
399
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$950K
|
–
|
–
|
–
|
|
|
400
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$945K
|
-$30.9K
|
-183
|
-3%
|
|
