|
326
|
Appleton Partners
Boston,
Massachusetts
|
$5.26M
|
+$44.2K
|
+286
|
+0.8%
|
|
|
327
|
Tiedemann Advisors
New York
|
$5.25M
|
+$411K
|
+2,660
|
+8%
|
|
|
328
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$5.22M
|
-$278K
|
-1,800
|
-5%
|
|
|
329
|
Smith, Moore & Co
Clayton,
Missouri
|
$5.2M
|
+$554K
|
+3,584
|
+12%
|
|
|
330
|
Lumina Fund Management
New York
|
$5.13M
|
–
|
–
|
–
|
|
|
331
|
Montecito Bank & Trust
Santa Barbara,
California
|
$5.07M
|
-$1.79M
|
-11,599
|
-26%
|
|
|
332
|
CPWM LLC
Seattle,
Washington
|
$5.07M
|
+$5.16M
|
+33,386
|
New
|
|
|
333
|
Rothschild Investment LLC
Chicago,
Illinois
|
$5.06M
|
-$28.1K
|
-182
|
-0.5%
|
|
|
334
|
Level Four Advisory Services
Dallas,
Texas
|
$5.05M
|
+$354K
|
+2,295
|
+7%
|
|
|
335
|
Parsec Financial Management
Asheville,
North Carolina
|
$5.02M
|
-$106K
|
-684
|
-2%
|
|
|
336
|
Lyell Wealth Management
Menlo Park,
California
|
$5.02M
|
+$88K
|
+570
|
+2%
|
|
|
337
|
LVW Advisors
Pittsford,
New York
|
$5.02M
|
+$587K
|
+3,802
|
+13%
|
|
|
338
|
Raymond James Trust
St. Petersburg,
Florida
|
$5.02M
|
+$2.63K
|
+17
|
+0.1%
|
|
|
339
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$4.97M
|
+$27K
|
+175
|
+0.5%
|
|
|
340
|
Heritage Investors Management Corp
Bethesda,
Maryland
|
$4.91M
|
+$146K
|
+948
|
+3%
|
|
|
341
|
Force Capital Management
New York
|
$4.9M
|
–
|
–
|
–
|
|
|
342
|
Simmons Bank
Pine Bluff,
Arkansas
|
$4.84M
|
-$38.5K
|
-249
|
-0.8%
|
|
|
343
|
Simon Quick Advisors
Morristown,
New Jersey
|
$4.81M
|
+$4.88M
|
+31,626
|
+38,104%
|
|
|
344
|
Litman Gregory Wealth Management
Larkspur,
California
|
$4.8M
|
+$807K
|
+5,228
|
+20%
|
|
|
345
|
JMG Financial Group
Downers Grove,
Illinois
|
$4.79M
|
-$304K
|
-1,967
|
-6%
|
|
|
346
|
Atria Investments
Charlotte,
North Carolina
|
$4.77M
|
+$586K
|
+3,796
|
+14%
|
|
|
347
|
|
$4.74M
|
+$865K
|
+5,599
|
+22%
|
|
|
348
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$4.72M
|
+$9.27K
|
+60
|
+0.2%
|
|
|
349
|
Twin Tree Management
Dallas,
Texas
|
$4.71M
|
-$10.5M
|
-67,917
|
-69%
|
|
|
350
|
WesBanco Bank
Wheeling,
West Virginia
|
$4.68M
|
+$1.9M
|
+12,282
|
+66%
|
|
