|
201
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$351K
|
-$51.3K
|
-716
|
-13%
|
|
|
202
|
Ballentine Partners
Waltham,
Massachusetts
|
$351K
|
–
|
–
|
–
|
|
|
203
|
SII Investments
Appleton,
Wisconsin
|
$350K
|
+$1.58K
|
+22
|
+0.4%
|
|
|
204
|
New England Securities
New York
|
$348K
|
+$4.88K
|
+68
|
+1%
|
|
|
205
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$346K
|
+$11.5K
|
+160
|
+3%
|
|
|
206
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$345K
|
+$43.7K
|
+610
|
+14%
|
|
|
207
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$342K
|
–
|
–
|
–
|
|
|
208
|
Chevy Chase Trust
Bethesda,
Maryland
|
$340K
|
+$26.9K
|
+375
|
+8%
|
|
|
209
|
Linscomb Wealth
Houston,
Texas
|
$329K
|
–
|
–
|
–
|
|
|
210
|
Cadence Bank NA
Houston,
Texas
|
$327K
|
–
|
–
|
–
|
|
|
211
|
3D Asset Management
Hartford,
Connecticut
|
$322K
|
-$574
|
-8
|
-0.2%
|
|
|
212
|
United Bank (West Virginia)
Parkersburg,
West Virginia
|
$321K
|
-$11.2K
|
-156
|
-3%
|
|
|
213
|
BOK Financial Private Wealth
Denver,
Colorado
|
$321K
|
–
|
–
|
–
|
|
|
214
|
KCM Investment Advisors
Greenbrae,
California
|
$315K
|
–
|
–
|
–
|
|
|
215
|
FundX Investment Group
San Francisco,
California
|
$312K
|
-$4.08M
|
-56,936
|
-93%
|
|
|
216
|
Dowling & Yahnke
San Diego,
California
|
$311K
|
-$8.53K
|
-119
|
-3%
|
|
|
217
|
Manchester Capital Management
Manchester,
Vermont
|
$310K
|
–
|
–
|
–
|
|
|
218
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$310K
|
+$157K
|
+2,186
|
+101%
|
|
|
219
|
Millennium Management
New York
|
$308K
|
+$85.6K
|
+1,194
|
+37%
|
|
|
220
|
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
$306K
|
-$7.17K
|
-100
|
-2%
|
|
|
221
|
Busey Bank
Urbana,
Illinois
|
$302K
|
+$21.5K
|
+300
|
+7%
|
|
|
222
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$292K
|
–
|
–
|
–
|
|
|
223
|
Perigon Wealth Management
San Francisco,
California
|
$292K
|
+$46.4K
|
+647
|
+18%
|
|
|
224
|
Webster Bank
Waterbury,
Connecticut
|
$290K
|
–
|
–
|
–
|
|
|
225
|
|
$287K
|
–
|
–
|
–
|
|
