|
801
|
Ballentine Partners
Waltham,
Massachusetts
|
$2.57M
|
+$103K
|
+524
|
+3%
|
|
|
802
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$2.57M
|
-$34.5K
|
-175
|
-1%
|
|
|
803
|
AssetMark Inc
Concord,
California
|
$2.56M
|
+$2.19M
|
+11,122
|
+256%
|
|
|
804
|
Level Four Advisory Services
Dallas,
Texas
|
$2.55M
|
+$389K
|
+1,975
|
+15%
|
|
|
805
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$2.55M
|
-$825K
|
-4,188
|
-21%
|
|
|
806
|
Mairs & Power Inc
St Paul,
Minnesota
|
$2.54M
|
-$123K
|
-625
|
-4%
|
|
|
807
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$2.54M
|
+$524K
|
+2,657
|
+21%
|
|
|
808
|
Northstar Wealth Partners
West Hartford,
Connecticut
|
$2.53M
|
+$359K
|
+1,822
|
+14%
|
|
|
809
|
First Foundation Advisors
Irvine,
California
|
$2.53M
|
-$408K
|
-2,073
|
-12%
|
|
|
810
|
Brooktree Capital Management
Gand Rapids,
Michigan
|
$2.52M
|
–
|
–
|
–
|
|
|
811
|
Cheviot Value Management
Beverly Hills,
California
|
$2.52M
|
-$205K
|
-1,040
|
-6%
|
|
|
812
|
Bank of the West
Monterey Park,
California
|
$2.52M
|
-$79.2K
|
-402
|
-3%
|
|
|
813
|
Lake Street Private Wealth
Chicago,
Illinois
|
$2.51M
|
+$1.36M
|
+6,911
|
+84%
|
|
|
814
|
Valeo Financial Advisors
Carmel,
Indiana
|
$2.5M
|
+$60.5K
|
+307
|
+2%
|
|
|
815
|
Equitable Trust
Nashville,
Tennessee
|
$2.48M
|
+$415K
|
+2,107
|
+16%
|
|
|
816
|
R.M. Davis Inc
Portland,
Maine
|
$2.47M
|
-$66K
|
-335
|
-2%
|
|
|
817
|
Dodge & Cox
San Francisco,
California
|
$2.47M
|
–
|
–
|
–
|
|
|
818
|
Paradigm Asset Management
New York
|
$2.46M
|
–
|
–
|
–
|
|
|
819
|
Tealwood Asset Management
Minneapolis,
Minnesota
|
$2.46M
|
+$2.93M
|
+14,889
|
New
|
|
|
820
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$2.46M
|
+$172K
|
+875
|
+6%
|
|
|
821
|
Truehand Inc
Strafford,
New Hampshire
|
$2.45M
|
+$81.8K
|
+415
|
+3%
|
|
|
822
|
Parthenon LLC
Louisville,
Kentucky
|
$2.43M
|
-$70.9K
|
-360
|
-2%
|
|
|
823
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$2.43M
|
+$868K
|
+4,404
|
+43%
|
|
|
824
|
Investment House LLC
Redondo Beach,
California
|
$2.43M
|
-$134K
|
-678
|
-4%
|
|
|
825
|
Bremer Bank National Association
St Paul,
Minnesota
|
$2.43M
|
+$68.6K
|
+348
|
+2%
|
|
