|
651
|
Concurrent Investment Advisors
Tampa,
Florida
|
$1.4M
|
+$424K
|
+1,703
|
+47%
|
|
|
652
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$1.4M
|
–
|
–
|
–
|
|
|
653
|
Net Worth Advisory Group
Sandy,
Utah
|
$1.4M
|
-$26.9K
|
-108
|
-2%
|
|
|
654
|
Roundview Capital
Princeton,
New Jersey
|
$1.4M
|
–
|
–
|
–
|
|
|
655
|
Private Trust Company
Cleveland,
Ohio
|
$1.4M
|
+$16.2K
|
+65
|
+1%
|
|
|
656
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.38M
|
+$1.3M
|
+5,232
|
New
|
|
|
657
|
Blue Trust Inc
Alpharetta,
Georgia
|
$1.38M
|
+$56.8K
|
+228
|
+5%
|
|
|
658
|
Barden Capital Management
Austin,
Texas
|
$1.37M
|
+$13.7K
|
+55
|
+1%
|
|
|
659
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$1.36M
|
+$43.1K
|
+173
|
+3%
|
|
|
660
|
Plato Investment Management
Sydney, NSW,
Australia
|
$1.35M
|
-$74K
|
-297
|
-6%
|
|
|
661
|
FJ Capital Management
Mclean,
Virginia
|
$1.35M
|
+$1.27M
|
+5,104
|
New
|
|
|
662
|
Joel Isaacson & Co
New York
|
$1.35M
|
+$1.99K
|
+8
|
+0.2%
|
|
|
663
|
Tocqueville Asset Management
New York
|
$1.35M
|
–
|
–
|
–
|
|
|
664
|
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
|
$1.35M
|
–
|
–
|
–
|
|
|
665
|
Axxcess Wealth Management
Carlsbad,
California
|
$1.35M
|
-$282K
|
-1,130
|
-18%
|
|
|
666
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$1.34M
|
-$93.4K
|
-375
|
-7%
|
|
|
667
|
Valeo Financial Advisors
Carmel,
Indiana
|
$1.34M
|
+$1.5K
|
+6
|
+0.1%
|
|
|
668
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$1.34M
|
-$6.98K
|
-28
|
-0.6%
|
|
|
669
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.34M
|
+$24.7K
|
+99
|
+2%
|
|
|
670
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$1.33M
|
+$871K
|
+3,495
|
+227%
|
|
|
671
|
Trust Company of Toledo
Holland,
Ohio
|
$1.33M
|
–
|
–
|
–
|
|
|
672
|
Plimoth Trust
Plymouth,
Massachusetts
|
$1.31M
|
+$112K
|
+448
|
+10%
|
|
|
673
|
Harbor Capital Advisors
Chicago,
Illinois
|
$1.31M
|
-$117K
|
-471
|
-9%
|
|
|
674
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$1.31M
|
+$234K
|
+941
|
+23%
|
|
|
675
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1.31M
|
+$35.1K
|
+141
|
+3%
|
|
