|
301
|
Truepoint Inc
Cincinnati,
Ohio
|
$4.16M
|
+$193K
|
+5,368
|
+5%
|
|
|
302
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$4.15M
|
+$313K
|
+8,724
|
+9%
|
|
|
303
|
GenWealth Group
Maplewood,
New Jersey
|
$4.12M
|
-$24.7K
|
-688
|
-0.6%
|
|
|
304
|
Coldstream Capital Management
Bellevue,
Washington
|
$4.07M
|
+$4.74K
|
+132
|
+0.1%
|
|
|
305
|
Pitcairn
Conshohocken,
Pennsylvania
|
$4.06M
|
-$575
|
-16
|
-0%
|
|
|
306
|
Patten Group
Chattanooga,
Tennessee
|
$4M
|
+$299K
|
+8,328
|
+9%
|
|
|
307
|
RNC Capital Management
Los Angeles,
California
|
$4M
|
+$259K
|
+7,220
|
+7%
|
|
|
308
|
Managed Account Services
Coconut Grove,
Florida
|
$3.99M
|
-$71.9K
|
-2,000
|
-2%
|
|
|
309
|
CMC Financial Group
Atlanta,
Georgia
|
$3.99M
|
+$2.12M
|
+59,044
|
+127%
|
|
|
310
|
EP Wealth Advisors
Torrance,
California
|
$3.98M
|
+$110K
|
+3,056
|
+3%
|
|
|
311
|
First United Bank & Trust
Oakland,
Maryland
|
$3.94M
|
-$510K
|
-14,188
|
-12%
|
|
|
312
|
Investment Partners
New Philadelphia,
Ohio
|
$3.94M
|
+$101K
|
+2,800
|
+3%
|
|
|
313
|
Millennium Management
New York
|
$3.92M
|
+$3.72M
|
+103,452
|
New
|
|
|
314
|
Central Trust Company
Jefferson City,
Missouri
|
$3.91M
|
-$11.2K
|
-312
|
-0.3%
|
|
|
315
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$3.9M
|
+$3.71M
|
+103,148
|
New
|
|
|
316
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$3.85M
|
-$84.1K
|
-2,340
|
-2%
|
|
|
317
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$3.81M
|
+$1.58K
|
+44
|
+0%
|
|
|
318
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$3.74M
|
-$690K
|
-19,200
|
-16%
|
|
|
319
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$3.73M
|
+$25.4K
|
+708
|
+0.7%
|
|
|
320
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$3.72M
|
-$342K
|
-9,528
|
-9%
|
|
|
321
|
Osborne Partners Capital Management
San Francisco,
California
|
$3.72M
|
–
|
–
|
–
|
|
|
322
|
Whittier Trust
South Pasadena,
California
|
$3.67M
|
–
|
–
|
–
|
|
|
323
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$3.66M
|
+$318K
|
+8,860
|
+10%
|
|
|
324
|
Avity Investment Management
Greenwich,
Connecticut
|
$3.63M
|
-$8.62K
|
-240
|
-0.2%
|
|
|
325
|
Capital Fund Management (CFM)
Paris,
France
|
$3.6M
|
-$1.38M
|
-38,400
|
-29%
|
|
