|
301
|
Arden Trust
Wilmington,
Delaware
|
$233K
|
+$231K
|
+3,211
|
New
|
|
|
302
|
Thomaspartners
Boston,
Massachusetts
|
$230K
|
-$56.9K
|
-792
|
-20%
|
|
|
303
|
Smith, Moore & Co
Clayton,
Missouri
|
$229K
|
+$227K
|
+3,158
|
New
|
|
|
304
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$224K
|
–
|
–
|
–
|
|
|
305
|
Boston Private Bank & Trust
Boston,
Massachusetts
|
$218K
|
-$359
|
-5
|
-0.2%
|
|
|
306
|
Capital Advantage
Walnut Creek,
California
|
$218K
|
+$215K
|
+2,997
|
New
|
|
|
307
|
Relative Value Partners
Northbrook,
Illinois
|
$218K
|
+$216K
|
+3,000
|
New
|
|
|
308
|
Bailard
Foster City,
California
|
$213K
|
–
|
–
|
–
|
|
|
309
|
IberiaBank
Lafayette,
Louisiana
|
$208K
|
-$12.6K
|
-175
|
-6%
|
|
|
310
|
Randolph Company
Cincinnati,
Ohio
|
$207K
|
+$205K
|
+2,850
|
New
|
|
|
311
|
Dowling & Yahnke
San Diego,
California
|
$205K
|
+$203K
|
+2,818
|
New
|
|
|
312
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$204K
|
-$206K
|
-2,860
|
-50%
|
|
|
313
|
Patten & Patten
Chattanooga,
Tennessee
|
$203K
|
+$201K
|
+2,800
|
New
|
|
|
314
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$200K
|
+$198K
|
+2,755
|
New
|
|
|
315
|
EFG Asset Management (Americas)
Miami,
Florida
|
$188K
|
+$186K
|
+2,593
|
New
|
|
|
316
|
Fusion Investment Group
Pittsburgh,
Pennsylvania
|
$180K
|
+$179K
|
+2,485
|
New
|
|
|
317
|
Advisory Services Network
Atlanta,
Georgia
|
$174K
|
+$173K
|
+2,400
|
New
|
|
|
318
|
Brown Advisory
Baltimore,
Maryland
|
$169K
|
+$1.65K
|
+23
|
+1%
|
|
|
319
|
Bessemer Group
Woodbridge,
New Jersey
|
$153K
|
+$134K
|
+1,863
|
+742%
|
|
|
320
|
Cordasco Financial Network
Naples,
Florida
|
$144K
|
+$143K
|
+1,989
|
New
|
|
|
321
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$124K
|
+$144
|
+2
|
+0.1%
|
|
|
322
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$111K
|
–
|
–
|
–
|
|
|
323
|
Partnervest Advisory Services
Santa Barbara,
California
|
$110K
|
-$49.2K
|
-684
|
-31%
|
|
|
324
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$106K
|
–
|
–
|
–
|
|
|
325
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$94K
|
+$93.4K
|
+1,300
|
New
|
|
