|
351
|
Chevy Chase Trust
Bethesda,
Maryland
|
$3.33M
|
-$1.56M
|
-13,601
|
-33%
|
|
|
352
|
Evermay Wealth Management
Arlington,
Virginia
|
$3.33M
|
–
|
–
|
–
|
|
|
353
|
Concert Wealth Management
San Jose,
California
|
$3.31M
|
+$454K
|
+3,967
|
+17%
|
|
|
354
|
Eagle Boston Investment Management
Boston,
Massachusetts
|
$3.3M
|
-$1.61M
|
-14,084
|
-34%
|
|
|
355
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$3.28M
|
+$9.04K
|
+79
|
+0.3%
|
|
|
356
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$3.27M
|
+$202K
|
+1,768
|
+7%
|
|
|
357
|
KWMG LLC
Overland Park,
Kansas
|
$3.23M
|
+$3.11M
|
+27,178
|
New
|
|
|
358
|
Pictet Bank & Trust
Nassau,
Bahamas
|
$3.19M
|
–
|
–
|
–
|
|
|
359
|
Raymond James Trust
St. Petersburg,
Florida
|
$3.17M
|
-$183K
|
-1,603
|
-6%
|
|
|
360
|
CCM Investment Advisers
Columbia,
South Carolina
|
$3.17M
|
+$59.5K
|
+520
|
+2%
|
|
|
361
|
First Citizens Bancorporation
Columbia,
South Carolina
|
$3.15M
|
+$60K
|
+525
|
+2%
|
|
|
362
|
Boothbay Fund Management
New York
|
$3.07M
|
+$8.81M
|
+77,031
|
New
|
|
|
363
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$3.07M
|
-$1.31M
|
-11,486
|
-31%
|
|
|
364
|
IFC Holdings
Tampa,
Florida
|
$2.99M
|
+$165K
|
+1,444
|
+6%
|
|
|
365
|
Dialectic Capital Management
Norwalk,
Connecticut
|
$2.99M
|
+$2.86M
|
+25,000
|
New
|
|
|
366
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$2.96M
|
+$153K
|
+1,341
|
+6%
|
|
|
367
|
BSW Wealth Partners
Boulder,
Colorado
|
$2.92M
|
-$45.4K
|
-397
|
-2%
|
|
|
368
|
Iridian Asset Management
Westport,
Connecticut
|
$2.89M
|
+$2.76M
|
+24,131
|
New
|
|
|
369
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$2.88M
|
+$2.2M
|
+19,280
|
+405%
|
|
|
370
|
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
|
$2.81M
|
+$1.3M
|
+11,407
|
+95%
|
|
|
371
|
Bessemer Group
Woodbridge,
New Jersey
|
$2.8M
|
-$669K
|
-5,852
|
-20%
|
|
|
372
|
Constellation Wealth Advisors
New York
|
$2.79M
|
+$2.67M
|
+23,325
|
New
|
|
|
373
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$2.78M
|
+$2.66M
|
+23,248
|
New
|
|
|
374
|
Lourd Capital
Beverly Hills,
California
|
$2.75M
|
+$915
|
+8
|
+0%
|
|
|
375
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$2.74M
|
+$114K
|
+1,000
|
+5%
|
|
