|
376
|
Colorado Capital Management
Boulder,
Colorado
|
$200K
|
+$204K
|
+3,260
|
New
|
|
|
377
|
Private Ocean
San Rafael,
California
|
$191K
|
+$84.8K
|
+1,358
|
+77%
|
|
|
378
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$185K
|
–
|
–
|
–
|
|
|
379
|
William Blair Investment Management
Chicago,
Illinois
|
$183K
|
-$181K
|
-2,900
|
-49%
|
|
|
380
|
Well Done LLC
Holland,
Michigan
|
$181K
|
-$29.7K
|
-476
|
-14%
|
|
|
381
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$177K
|
+$42.3K
|
+678
|
+31%
|
|
|
382
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$174K
|
+$26.1K
|
+418
|
+17%
|
|
|
383
|
Omnia Family Wealth
Aventura,
Florida
|
$168K
|
–
|
–
|
–
|
|
|
384
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$165K
|
-$61.3K
|
-982
|
-27%
|
|
|
385
|
TrueWealth LLC
Atlanta,
Georgia
|
$150K
|
–
|
–
|
–
|
|
|
386
|
Rockefeller Capital Management
New York
|
$148K
|
+$150K
|
+2,400
|
New
|
|
|
387
|
Ballew Advisors
Jackson,
Mississippi
|
$145K
|
+$147K
|
+2,356
|
New
|
|
|
388
|
Edge Advisors
Atlanta,
Georgia
|
$142K
|
+$53.7K
|
+860
|
+59%
|
|
|
389
|
Pathstone Family Office
Englewood,
New Jersey
|
$142K
|
+$144K
|
+2,310
|
New
|
|
|
390
|
First Financial Corp
Terre Haute,
Indiana
|
$141K
|
–
|
–
|
–
|
|
|
391
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$141K
|
+$250
|
+4
|
+0.2%
|
|
|
392
|
Fortis Advisors
Wayne,
Pennsylvania
|
$140K
|
+$250
|
+4
|
+0.2%
|
|
|
393
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$135K
|
–
|
–
|
–
|
|
|
394
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$121K
|
-$13.2K
|
-212
|
-10%
|
|
|
395
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$119K
|
+$1.62K
|
+26
|
+1%
|
|
|
396
|
SEI Investments
Oaks,
Pennsylvania
|
$114K
|
-$163K
|
-2,610
|
-58%
|
|
|
397
|
Duncker Streett & Co
St. Louis,
Missouri
|
$110K
|
–
|
–
|
–
|
|
|
398
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$100K
|
+$35.1K
|
+562
|
+53%
|
|
|
399
|
Winthrop Partners - WNY
Buffalo,
New York
|
$99.4K
|
+$103K
|
+1,650
|
New
|
|
|
400
|
Kings Point Capital Management
Great Neck,
New York
|
$98K
|
–
|
–
|
–
|
|
