|
351
|
Montecito Bank & Trust
Santa Barbara,
California
|
$1.47M
|
-$168K
|
-2,641
|
-11%
|
|
|
352
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$1.47M
|
–
|
–
|
–
|
|
|
353
|
LPWM LLC
Minneapolis,
Minnesota
|
$1.42M
|
+$306K
|
+4,810
|
+30%
|
|
|
354
|
Boston Family Office
Boston,
Massachusetts
|
$1.42M
|
-$6.63K
|
-104
|
-0.5%
|
|
|
355
|
R.M. Davis Inc
Portland,
Maine
|
$1.42M
|
-$31.1K
|
-488
|
-2%
|
|
|
356
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$1.4M
|
–
|
–
|
–
|
|
|
357
|
Seneca Financial Advisors
Rochester,
New York
|
$1.39M
|
+$1.29M
|
+20,315
|
New
|
|
|
358
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.39M
|
+$695K
|
+10,914
|
+116%
|
|
|
359
|
Phocas Financial Corp
Alameda,
California
|
$1.39M
|
–
|
–
|
–
|
|
|
360
|
Farmers National Bank
Danville,
Kentucky
|
$1.38M
|
+$1.28M
|
+20,062
|
New
|
|
|
361
|
Abbrea Capital
Greenbrae,
California
|
$1.37M
|
-$46.4K
|
-728
|
-4%
|
|
|
362
|
Investors Research Corp
Atlanta,
Georgia
|
$1.37M
|
–
|
–
|
–
|
|
|
363
|
WC Walker & Associates
Fullerton,
California
|
$1.36M
|
+$1.16M
|
+18,281
|
New
|
|
|
364
|
Calamos Wealth Management
Naperville,
Illinois
|
$1.36M
|
-$25.8K
|
-405
|
-2%
|
|
|
365
|
Financial Counselors Inc
Overland Park,
Kansas
|
$1.34M
|
+$34.5K
|
+542
|
+3%
|
|
|
366
|
Platte River Wealth Advisors
Louisville,
Colorado
|
$1.33M
|
+$17.2K
|
+270
|
+1%
|
|
|
367
|
Lazard Asset Management
New York
|
$1.33M
|
–
|
–
|
–
|
|
|
368
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
$1.32M
|
-$36.8K
|
-578
|
-3%
|
|
|
369
|
Boston Trust Walden
Boston,
Massachusetts
|
$1.32M
|
+$18.6K
|
+292
|
+2%
|
|
|
370
|
Venture Visionary Partners
Sylvania,
Ohio
|
$1.29M
|
+$516K
|
+8,097
|
+76%
|
|
|
371
|
Oliver Luxxe Assets
Gladstone,
New Jersey
|
$1.29M
|
+$57.1K
|
+897
|
+5%
|
|
|
372
|
Cynosure Group
Salt Lake City,
Utah
|
$1.28M
|
–
|
–
|
–
|
|
|
373
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$1.28M
|
+$20.3K
|
+319
|
+2%
|
|
|
374
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.28M
|
+$2.93K
|
+46
|
+0.2%
|
|
|
375
|
Parallel Advisors
San Francisco,
California
|
$1.27M
|
+$307K
|
+4,820
|
+35%
|
|
