|
301
|
BSW Wealth Partners
Boulder,
Colorado
|
$6.5M
|
-$2.16M
|
-13,972
|
-25%
|
|
|
302
|
Gofen & Glossberg
Chicago,
Illinois
|
$6.49M
|
-$30.9K
|
-200
|
-0.5%
|
|
|
303
|
Banco Santander
Madrid,
Spain
|
$6.42M
|
+$1.12M
|
+7,260
|
+21%
|
|
|
304
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$6.33M
|
-$22.1K
|
-143
|
-0.3%
|
|
|
305
|
Winning Points Advisors
Boca Raton,
Florida
|
$6.15M
|
+$458K
|
+2,967
|
+8%
|
|
|
306
|
American Assets Investment Management
San Diego,
California
|
$6.07M
|
+$6.18M
|
+40,000
|
New
|
|
|
307
|
Cobblestone Capital Advisors
Rochester,
New York
|
$6.04M
|
-$156K
|
-1,011
|
-2%
|
|
|
308
|
|
$6.03M
|
-$677K
|
-4,382
|
-10%
|
|
|
309
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$6.03M
|
-$6.18K
|
-40
|
-0.1%
|
|
|
310
|
Ballentine Partners
Waltham,
Massachusetts
|
$6.02M
|
+$10.2K
|
+66
|
+0.2%
|
|
|
311
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$5.86M
|
-$74K
|
-479
|
-1%
|
|
|
312
|
Select Equity Group
New York
|
$5.77M
|
+$232K
|
+1,504
|
+4%
|
|
|
313
|
Renaissance Technologies
New York
|
$5.75M
|
+$5.85M
|
+37,900
|
New
|
|
|
314
|
Makena Capital Management
Menlo Park,
California
|
$5.67M
|
-$45.7K
|
-296
|
-0.8%
|
|
|
315
|
Brinker Capital
Berwyn,
Pennsylvania
|
$5.65M
|
-$775K
|
-5,021
|
-12%
|
|
|
316
|
St Louis Trust
Saint Louis,
Missouri
|
$5.58M
|
-$2.8M
|
-18,162
|
-33%
|
|
|
317
|
Confluence Wealth Management
Portland,
Oregon
|
$5.56M
|
-$480K
|
-3,108
|
-8%
|
|
|
318
|
Welch & Forbes
Boston,
Massachusetts
|
$5.55M
|
+$188K
|
+1,217
|
+3%
|
|
|
319
|
Rinet Company
Boston,
Massachusetts
|
$5.48M
|
-$139K
|
-903
|
-2%
|
|
|
320
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$5.45M
|
+$125K
|
+810
|
+2%
|
|
|
321
|
Bruderman Asset Management
Locust Valley,
New York
|
$5.44M
|
+$248K
|
+1,606
|
+5%
|
|
|
322
|
Klingman & Associates
New York
|
$5.39M
|
+$309
|
+2
|
+0%
|
|
|
323
|
HM Payson & Co
Portland,
Maine
|
$5.35M
|
+$162K
|
+1,051
|
+3%
|
|
|
324
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$5.34M
|
-$68.6K
|
-444
|
-1%
|
|
|
325
|
Mizuho Securities USA
New York
|
$5.31M
|
+$5.41M
|
+35,000
|
New
|
|
