|
426
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$4.43M
|
-$219K
|
-3,100
|
-5%
|
|
|
427
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$4.42M
|
-$7.07K
|
-100
|
-0.2%
|
|
|
428
|
Icon Wealth Partners
Houston,
Texas
|
$4.41M
|
-$39K
|
-552
|
-0.9%
|
|
|
429
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$4.37M
|
+$72.4K
|
+1,024
|
+2%
|
|
|
430
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$4.33M
|
+$601K
|
+8,500
|
+16%
|
|
|
431
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$4.33M
|
-$2.37M
|
-33,536
|
-35%
|
|
|
432
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$4.33M
|
+$12.7K
|
+180
|
+0.3%
|
|
|
433
|
EPIQ Partners
Minneapolis,
Minnesota
|
$4.25M
|
-$222K
|
-3,140
|
-5%
|
|
|
434
|
Osborne Partners Capital Management
San Francisco,
California
|
$4.25M
|
-$233K
|
-3,288
|
-5%
|
|
|
435
|
IHT Wealth Management
Chicago,
Illinois
|
$4.22M
|
-$92.5K
|
-1,308
|
-2%
|
|
|
436
|
Diversified Trust
Memphis,
Tennessee
|
$4.21M
|
+$11K
|
+156
|
+0.3%
|
|
|
437
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$4.17M
|
+$20.4K
|
+288
|
+0.5%
|
|
|
438
|
Evanson Asset Management
Carmel,
California
|
$4.1M
|
–
|
–
|
–
|
|
|
439
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$4.07M
|
-$150K
|
-2,124
|
-3%
|
|
|
440
|
|
$4.03M
|
+$4.16M
|
+58,824
|
New
|
|
|
441
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$3.99M
|
+$630K
|
+8,912
|
+18%
|
|
|
442
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$3.98M
|
+$4.11M
|
+58,156
|
New
|
|
|
443
|
William Blair Investment Management
Chicago,
Illinois
|
$3.97M
|
+$4.1M
|
+58,000
|
New
|
|
|
444
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$3.97M
|
-$158K
|
-2,240
|
-4%
|
|
|
445
|
JSF Financial
Los Angeles,
California
|
$3.97M
|
+$104K
|
+1,472
|
+3%
|
|
|
446
|
Halpern Financial
Ashburn,
Virginia
|
$3.95M
|
-$212K
|
-2,992
|
-5%
|
|
|
447
|
Westshore Wealth
Newport Beach,
California
|
$3.93M
|
-$444K
|
-6,276
|
-10%
|
|
|
448
|
Calton & Associates
Tampa,
Florida
|
$3.91M
|
-$11.2M
|
-158,236
|
-73%
|
|
|
449
|
HM Capital Management
Clayton,
Missouri
|
$3.87M
|
–
|
–
|
–
|
|
|
450
|
McCarthy Asset Management
Redwood Shores,
California
|
$3.85M
|
–
|
–
|
–
|
|
