|
201
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$432K
|
–
|
–
|
–
|
|
|
202
|
Evensky & Katz
Coral Gables,
Florida
|
$429K
|
-$1.28K
|
-18
|
-0.3%
|
|
|
203
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$429K
|
+$455K
|
+6,400
|
New
|
|
|
204
|
United Bank (West Virginia)
Parkersburg,
West Virginia
|
$400K
|
–
|
–
|
–
|
|
|
205
|
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
$398K
|
–
|
–
|
–
|
|
|
206
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$397K
|
+$154K
|
+2,170
|
+58%
|
|
|
207
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$396K
|
+$41.7K
|
+586
|
+11%
|
|
|
208
|
Boston Partners
Boston,
Massachusetts
|
$396K
|
+$419K
|
+5,899
|
New
|
|
|
209
|
Truepoint Inc
Cincinnati,
Ohio
|
$388K
|
–
|
–
|
–
|
|
|
210
|
Raymond James Trust
St. Petersburg,
Florida
|
$387K
|
-$28K
|
-394
|
-6%
|
|
|
211
|
Linscomb Wealth
Houston,
Texas
|
$383K
|
+$71.1K
|
+1,000
|
+21%
|
|
|
212
|
Train Babcock Advisors
New York
|
$382K
|
–
|
–
|
–
|
|
|
213
|
Intrust Bank
Wichita,
Kansas
|
$381K
|
–
|
–
|
–
|
|
|
214
|
Cubic Asset Management
Boston,
Massachusetts
|
$381K
|
+$20.6K
|
+289
|
+5%
|
|
|
215
|
Cohen Capital Management
Corte Madera,
California
|
$367K
|
+$1.49K
|
+21
|
+0.4%
|
|
|
216
|
Washington Trust
Westerly,
Rhode Island
|
$362K
|
–
|
–
|
–
|
|
|
217
|
Domani Wealth
Lancaster,
Pennsylvania
|
$358K
|
+$42.1K
|
+592
|
+12%
|
|
|
218
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$344K
|
–
|
–
|
–
|
|
|
219
|
Alesco Advisors
Pittsford,
New York
|
$342K
|
–
|
–
|
–
|
|
|
220
|
Ballentine Partners
Waltham,
Massachusetts
|
$336K
|
–
|
–
|
–
|
|
|
221
|
Verition Fund Management
Greenwich,
Connecticut
|
$322K
|
+$341K
|
+4,800
|
New
|
|
|
222
|
Rockland Trust
Hanover,
Massachusetts
|
$316K
|
+$335K
|
+4,707
|
New
|
|
|
223
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$312K
|
–
|
–
|
–
|
|
|
224
|
Busey Bank
Urbana,
Illinois
|
$311K
|
–
|
–
|
–
|
|
|
225
|
D.A. Davidson & Co
Great Falls,
Montana
|
$311K
|
–
|
–
|
–
|
|
