|
51
|
Bank of New York Mellon
New York
|
$646K
|
–
|
–
|
–
|
|
|
52
|
Allworth Financial
Folsom,
California
|
$646K
|
–
|
–
|
–
|
|
|
53
|
F/M Investments
Washington,
District of Columbia
|
$627K
|
-$135K
|
-550
|
-18%
|
|
|
54
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$583K
|
-$159K
|
-649
|
-22%
|
|
|
55
|
Essex Savings Bank
Essex,
Connecticut
|
$509K
|
–
|
–
|
–
|
|
|
56
|
Kings Path Partners
Sugar Land,
Texas
|
$506K
|
-$1.97K
|
-8
|
-0.4%
|
|
|
57
|
Portland Global Advisors
Portland,
Maine
|
$503K
|
+$497K
|
+2,021
|
New
|
|
|
58
|
AWM Capital
Phoenix,
Arizona
|
$487K
|
+$1.97K
|
+8
|
+0.4%
|
|
|
59
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$485K
|
–
|
–
|
–
|
|
|
60
|
Rockefeller Capital Management
New York
|
$468K
|
+$188K
|
+764
|
+68%
|
|
|
61
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$448K
|
–
|
–
|
–
|
|
|
62
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$443K
|
+$2.95K
|
+12
|
+0.7%
|
|
|
63
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$420K
|
–
|
–
|
–
|
|
|
64
|
Creative Planning
Overland Park,
Kansas
|
$413K
|
–
|
–
|
–
|
|
|
65
|
Wealth Architects
Mountain View,
California
|
$381K
|
-$25.8K
|
-105
|
-6%
|
|
|
66
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$368K
|
–
|
–
|
–
|
|
|
67
|
|
$348K
|
–
|
–
|
–
|
|
|
68
|
William Blair & Company
Chicago,
Illinois
|
$346K
|
+$109K
|
+442
|
+47%
|
|
|
69
|
Orca Investment Management
Roseburg,
Oregon
|
$334K
|
-$5.16K
|
-21
|
-2%
|
|
|
70
|
World Investment Advisors
Santa Barbara,
California
|
$297K
|
+$293K
|
+1,194
|
New
|
|
|
71
|
M&T Bank
Buffalo,
New York
|
$268K
|
-$29.5K
|
-120
|
-10%
|
|
|
72
|
L & S Advisors
Los Angeles,
California
|
$263K
|
–
|
–
|
–
|
|
|
73
|
Valeo Financial Advisors
Carmel,
Indiana
|
$261K
|
+$258K
|
+1,051
|
New
|
|
|
74
|
Ameriprise
Minneapolis,
Minnesota
|
$250K
|
+$19.9K
|
+81
|
+9%
|
|
|
75
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$250K
|
+$247K
|
+1,005
|
New
|
|
