|
326
|
Long Wharf Investors
Boston,
Massachusetts
|
$242K
|
-$22.5K
|
-300
|
-9%
|
|
|
327
|
Howland Capital Management
Boston,
Massachusetts
|
$239K
|
+$234K
|
+3,121
|
New
|
|
|
328
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$237K
|
-$29.1K
|
-388
|
-11%
|
|
|
329
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$237K
|
–
|
–
|
–
|
|
|
330
|
Empirical Wealth Management
Seattle,
Washington
|
$236K
|
+$231K
|
+3,083
|
New
|
|
|
331
|
Monroe Bank & Trust
Monroe,
Michigan
|
$235K
|
-$69.3K
|
-925
|
-23%
|
|
|
332
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$235K
|
-$2.25K
|
-30
|
-1%
|
|
|
333
|
Garde Capital
Seattle,
Washington
|
$234K
|
+$229K
|
+3,054
|
New
|
|
|
334
|
Truist Financial
Charlotte,
North Carolina
|
$231K
|
-$34.5K
|
-460
|
-13%
|
|
|
335
|
Steinberg Global Asset Management
Boca Raton,
Florida
|
$231K
|
-$5.62K
|
-75
|
-2%
|
|
|
336
|
Dowling & Yahnke
San Diego,
California
|
$229K
|
–
|
–
|
–
|
|
|
337
|
Boston Private Bank & Trust
Boston,
Massachusetts
|
$226K
|
-$7.12K
|
-95
|
-3%
|
|
|
338
|
Thomaspartners
Boston,
Massachusetts
|
$224K
|
-$28.7K
|
-383
|
-12%
|
|
|
339
|
Bailard
Foster City,
California
|
$224K
|
–
|
–
|
–
|
|
|
340
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$223K
|
+$218K
|
+2,907
|
New
|
|
|
341
|
IberiaBank
Lafayette,
Louisiana
|
$220K
|
–
|
–
|
–
|
|
|
342
|
Comerica Bank
Dallas,
Texas
|
$210K
|
-$61.4K
|
-820
|
-23%
|
|
|
343
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$205K
|
+$200K
|
+2,675
|
New
|
|
|
344
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$202K
|
+$197K
|
+2,635
|
New
|
|
|
345
|
Telos Capital Management
San Diego,
California
|
$202K
|
+$198K
|
+2,640
|
New
|
|
|
346
|
WealthTrust Fairport
Cleveland,
Ohio
|
$162K
|
+$158K
|
+2,115
|
New
|
|
|
347
|
Brown Brothers Harriman & Co
New York
|
$159K
|
–
|
–
|
–
|
|
|
348
|
Fusion Investment Group
Pittsburgh,
Pennsylvania
|
$153K
|
-$58.1K
|
-775
|
-28%
|
|
|
349
|
Cordasco Financial Network
Naples,
Florida
|
$152K
|
–
|
–
|
–
|
|
|
350
|
1919 Investment Counsel
Baltimore,
Maryland
|
$146K
|
–
|
–
|
–
|
|
