|
376
|
Atria Investments
Charlotte,
North Carolina
|
$1.45M
|
-$299K
|
-199
|
-17%
|
|
|
377
|
Torray Investment Partners
Bethesda,
Maryland
|
$1.45M
|
+$1.5K
|
+1
|
+0.1%
|
|
|
378
|
Mission Wealth Management
Santa Barbara,
California
|
$1.44M
|
+$42.1K
|
+28
|
+3%
|
|
|
379
|
Creative Planning
Overland Park,
Kansas
|
$1.44M
|
-$317K
|
-211
|
-18%
|
|
|
380
|
Wealthfront Advisers
Palo Alto,
California
|
$1.44M
|
-$18K
|
-12
|
-1%
|
|
|
381
|
|
$1.43M
|
+$1.4M
|
+935
|
New
|
|
|
382
|
Paragon Capital Management (Utah)
Provo,
Utah
|
$1.42M
|
-$40.6K
|
-27
|
-3%
|
|
|
383
|
Montag & Associates
Atlanta,
Georgia
|
$1.38M
|
–
|
–
|
–
|
|
|
384
|
Covenant Partners
Nashville,
Tennessee
|
$1.36M
|
-$249K
|
-166
|
-16%
|
|
|
385
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$1.36M
|
+$19.5K
|
+13
|
+1%
|
|
|
386
|
William Blair & Company
Chicago,
Illinois
|
$1.36M
|
-$84.1K
|
-56
|
-6%
|
|
|
387
|
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
|
$1.26M
|
–
|
–
|
–
|
|
|
388
|
Guggenheim Capital
Chicago,
Illinois
|
$1.25M
|
-$620K
|
-413
|
-34%
|
|
|
389
|
KeyBank National Association
Cleveland,
Ohio
|
$1.23M
|
-$176K
|
-117
|
-13%
|
|
|
390
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$1.22M
|
–
|
–
|
–
|
|
|
391
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$1.22M
|
+$6.01K
|
+4
|
+0.5%
|
|
|
392
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
|
$1.2M
|
-$30K
|
-20
|
-2%
|
|
|
393
|
Private Trust Company
Cleveland,
Ohio
|
$1.2M
|
+$1.5K
|
+1
|
+0.1%
|
|
|
394
|
Veritable
Wilmington,
Delaware
|
$1.2M
|
+$93.1K
|
+62
|
+9%
|
|
|
395
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$1.19M
|
-$30K
|
-20
|
-3%
|
|
|
396
|
Intrust Bank
Wichita,
Kansas
|
$1.19M
|
+$6.01K
|
+4
|
+0.5%
|
|
|
397
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$1.17M
|
-$96.1K
|
-64
|
-8%
|
|
|
398
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$1.16M
|
-$2.1M
|
-1,400
|
-65%
|
|
|
399
|
Values First Advisors
Gray,
Tennessee
|
$1.16M
|
-$605K
|
-403
|
-35%
|
|
|
400
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$1.14M
|
+$4.51K
|
+3
|
+0.4%
|
|
