|
101
|
|
$985K
|
-$85.8K
|
-2,887
|
-8%
|
|
|
102
|
Sandy Spring Bank
Olney,
Maryland
|
$982K
|
-$68.9K
|
-2,319
|
-6%
|
|
|
103
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$972K
|
+$994K
|
+33,437
|
New
|
|
|
104
|
Holderness Investments Company
Greensboro,
North Carolina
|
$956K
|
-$27K
|
-907
|
-3%
|
|
|
105
|
Regions Financial Corp
Birmingham,
Alabama
|
$902K
|
-$13K
|
-437
|
-1%
|
|
|
106
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$874K
|
+$893K
|
+30,062
|
New
|
|
|
107
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$854K
|
+$465K
|
+15,638
|
+114%
|
|
|
108
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$850K
|
-$30
|
-1
|
-0%
|
|
|
109
|
Morningstar Investment Services
Chicago,
Illinois
|
$845K
|
+$61.6K
|
+2,074
|
+8%
|
|
|
110
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
$841K
|
-$12.2K
|
-409
|
-1%
|
|
|
111
|
Dodge & Cox
San Francisco,
California
|
$831K
|
–
|
–
|
–
|
|
|
112
|
Moors & Cabot
Boston,
Massachusetts
|
$819K
|
+$13.7K
|
+461
|
+2%
|
|
|
113
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$816K
|
+$54.1K
|
+1,822
|
+7%
|
|
|
114
|
Schafer Cullen Capital Management
New York
|
$808K
|
-$6.95K
|
-234
|
-0.8%
|
|
|
115
|
Biltmore Family Office
Charlotte,
North Carolina
|
$797K
|
–
|
–
|
–
|
|
|
116
|
R.H. Bluestein & Co
Birmingham,
Michigan
|
$766K
|
–
|
–
|
–
|
|
|
117
|
KCS Wealth Advisory
Los Angeles,
California
|
$758K
|
+$63.2K
|
+2,125
|
+9%
|
|
|
118
|
|
$757K
|
+$862
|
+29
|
+0.1%
|
|
|
119
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$735K
|
+$11.1K
|
+374
|
+2%
|
|
|
120
|
Franklin Resources
San Mateo,
California
|
$731K
|
–
|
–
|
–
|
|
|
121
|
Choreo LLC
Rockford,
Illinois
|
$712K
|
-$1.43K
|
-48
|
-0.2%
|
|
|
122
|
Profund Advisors
Bethesda,
Maryland
|
$706K
|
-$585K
|
-19,682
|
-45%
|
|
|
123
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$706K
|
-$4.4K
|
-148
|
-0.6%
|
|
|
124
|
State Street
Boston,
Massachusetts
|
$701K
|
+$286K
|
+9,612
|
+66%
|
|
|
125
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$663K
|
–
|
–
|
–
|
|
