|
201
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$2.51M
|
-$19.3K
|
-350
|
-0.6%
|
|
|
202
|
Elm Advisors
Burlingame,
California
|
$2.5M
|
-$16K
|
-290
|
-0.5%
|
|
|
203
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$2.48M
|
+$2.51M
|
+45,660
|
+389%
|
|
|
204
|
State Street
Boston,
Massachusetts
|
$2.47M
|
–
|
–
|
–
|
|
|
205
|
Whittier Trust
South Pasadena,
California
|
$2.45M
|
+$130K
|
+2,364
|
+4%
|
|
|
206
|
First National Trust
Hermitage,
Pennsylvania
|
$2.44M
|
-$624K
|
-11,334
|
-17%
|
|
|
207
|
Silvercrest Asset Management
New York
|
$2.41M
|
-$89.1K
|
-1,618
|
-3%
|
|
|
208
|
Middleton & Co
Boston,
Massachusetts
|
$2.39M
|
-$173K
|
-3,135
|
-5%
|
|
|
209
|
NTV Asset Management
Charleston,
West Virginia
|
$2.37M
|
+$363K
|
+6,602
|
+14%
|
|
|
210
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$2.3M
|
-$284K
|
-5,159
|
-9%
|
|
|
211
|
Curi RMB Capital
Chicago,
Illinois
|
$2.29M
|
-$454K
|
-8,240
|
-13%
|
|
|
212
|
Carret Asset Management
New York
|
$2.29M
|
+$214K
|
+3,892
|
+8%
|
|
|
213
|
Webster Bank
Waterbury,
Connecticut
|
$2.28M
|
-$256K
|
-4,657
|
-8%
|
|
|
214
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$2.27M
|
–
|
–
|
–
|
|
|
215
|
Rockefeller Capital Management
New York
|
$2.27M
|
+$320K
|
+5,816
|
+12%
|
|
|
216
|
Intersect Capital
San Ramon,
California
|
$2.25M
|
-$50.6K
|
-920
|
-2%
|
|
|
217
|
CAMG Solamere Management
Charlotte,
North Carolina
|
$2.24M
|
+$268K
|
+4,863
|
+10%
|
|
|
218
|
First Midwest Bank Trust Division
Joliet,
Illinois
|
$2.22M
|
-$726K
|
-13,196
|
-20%
|
|
|
219
|
Brown Advisory
Baltimore,
Maryland
|
$2.2M
|
-$895K
|
-16,264
|
-24%
|
|
|
220
|
Citizens Financial Group
Providence,
Rhode Island
|
$2.19M
|
-$48K
|
-873
|
-2%
|
|
|
221
|
IberiaBank
Lafayette,
Louisiana
|
$2.18M
|
-$1.14M
|
-20,741
|
-29%
|
|
|
222
|
St. Johns Investment Management
Jacksonville,
Florida
|
$2.17M
|
+$497K
|
+9,027
|
+22%
|
|
|
223
|
YorkBridge Wealth Partners
New York
|
$2.15M
|
–
|
–
|
–
|
|
|
224
|
BTC Capital Management
Des Moines,
Iowa
|
$2.13M
|
-$61.1K
|
-1,110
|
-2%
|
|
|
225
|
Natixis Advisors
Boston,
Massachusetts
|
$2.11M
|
+$710K
|
+12,902
|
+36%
|
|
