|
1026
|
Tiedemann Advisors
New York
|
$201K
|
+$191K
|
+6,800
|
New
|
|
|
1027
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$200K
|
+$190K
|
+6,772
|
New
|
|
|
1028
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$195K
|
+$4.49K
|
+160
|
+2%
|
|
|
1029
|
High Point Bank & Trust
High Point,
North Carolina
|
$195K
|
+$28.1K
|
+1,000
|
+18%
|
|
|
1030
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$193K
|
-$8.87K
|
-316
|
-5%
|
|
|
1031
|
AssetMark Inc
Concord,
California
|
$192K
|
-$60.6K
|
-2,160
|
-25%
|
|
|
1032
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$192K
|
+$7.63K
|
+272
|
+4%
|
|
|
1033
|
Security National Trust
Wheeling,
West Virginia
|
$190K
|
-$7.41K
|
-264
|
-4%
|
|
|
1034
|
Sonora Investment Management
Tucson,
Arizona
|
$188K
|
+$898
|
+32
|
+0.5%
|
|
|
1035
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$186K
|
+$18.3K
|
+652
|
+11%
|
|
|
1036
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$180K
|
-$2.25K
|
-80
|
-1%
|
|
|
1037
|
Armbruster Capital Management
Pittsford,
New York
|
$178K
|
–
|
–
|
–
|
|
|
1038
|
Ruggie Capital Group
Tavares,
Florida
|
$176K
|
+$167K
|
+5,964
|
New
|
|
|
1039
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$172K
|
-$61.8K
|
-2,200
|
-28%
|
|
|
1040
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$165K
|
-$18.3K
|
-652
|
-10%
|
|
|
1041
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$158K
|
+$14K
|
+500
|
+10%
|
|
|
1042
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$149K
|
+$35.9K
|
+1,280
|
+34%
|
|
|
1043
|
Nuveen
Charlotte,
North Carolina
|
$148K
|
+$3.16M
|
+112,448
|
+2%
|
|
|
1044
|
Monroe Bank & Trust
Monroe,
Michigan
|
$148K
|
-$1.57K
|
-56
|
-1%
|
|
|
1045
|
Rockefeller Financial Services
New York
|
$132K
|
+$60K
|
+2,136
|
+91%
|
|
|
1046
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$130K
|
–
|
–
|
–
|
|
|
1047
|
Duncker Streett & Co
St. Louis,
Missouri
|
$129K
|
+$225
|
+8
|
+0.2%
|
|
|
1048
|
Kanaly Trust
Houston,
Texas
|
$126K
|
+$2.36K
|
+84
|
+2%
|
|
|
1049
|
Manchester Capital Management
Manchester,
Vermont
|
$121K
|
–
|
–
|
–
|
|
|
1050
|
Formidable Asset Management
Cincinnati,
Ohio
|
$121K
|
+$5.61K
|
+200
|
+5%
|
|
