|
326
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.2M
|
-$194K
|
-1,700
|
-14%
|
|
|
327
|
Watermark Asset Management
San Ramon,
California
|
$1.19M
|
+$1.18M
|
+10,378
|
New
|
|
|
328
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$1.18M
|
+$778K
|
+6,825
|
+196%
|
|
|
329
|
Fagan Associates
Troy,
New York
|
$1.18M
|
+$97.5K
|
+856
|
+9%
|
|
|
330
|
First National Trust
Hermitage,
Pennsylvania
|
$1.18M
|
+$566K
|
+4,969
|
+94%
|
|
|
331
|
Aspiriant LLC
Los Angeles,
California
|
$1.16M
|
-$617K
|
-5,416
|
-6%
|
|
|
332
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$1.16M
|
+$865K
|
+7,595
|
+306%
|
|
|
333
|
Addison Capital
Conshohocken,
Pennsylvania
|
$1.15M
|
-$4.44K
|
-39
|
-0.4%
|
|
|
334
|
Lumina Fund Management
New York
|
$1.15M
|
–
|
–
|
–
|
|
|
335
|
Steward Partners Investment Advisory
New York
|
$1.14M
|
+$1.14M
|
+9,966
|
New
|
|
|
336
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$1.14M
|
+$188K
|
+1,654
|
+20%
|
|
|
337
|
Next Financial Group
Houston,
Texas
|
$1.14M
|
-$1.21M
|
-10,598
|
-52%
|
|
|
338
|
Advisory Services Network
Atlanta,
Georgia
|
$1.13M
|
+$1.12M
|
+9,817
|
New
|
|
|
339
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$1.13M
|
-$5.01K
|
-44
|
-0.4%
|
|
|
340
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$1.11M
|
+$279K
|
+2,445
|
+34%
|
|
|
341
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$1.1M
|
+$36.5K
|
+320
|
+3%
|
|
|
342
|
Risk Paradigm Group
Austin,
Texas
|
$1.09M
|
-$602K
|
-5,286
|
-36%
|
|
|
343
|
Allianz Asset Management
Munich,
Germany
|
$1.08M
|
–
|
–
|
–
|
|
|
344
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$1.06M
|
+$1.06M
|
+9,265
|
New
|
|
|
345
|
Webster Bank
Waterbury,
Connecticut
|
$1.05M
|
+$154K
|
+1,350
|
+17%
|
|
|
346
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.05M
|
+$877K
|
+7,700
|
+537%
|
|
|
347
|
New Vernon Capital Holdings II
Morristown,
New Jersey
|
$1.04M
|
+$1.04M
|
+9,101
|
New
|
|
|
348
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$1.02M
|
+$73K
|
+641
|
+8%
|
|
|
349
|
Manning & Napier Advisors
Fairport,
New York
|
$990K
|
–
|
–
|
–
|
|
|
350
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$981K
|
+$72.9K
|
+640
|
+8%
|
|
