|
601
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$381K
|
–
|
–
|
–
|
|
|
602
|
Private Trust Company
Cleveland,
Ohio
|
$379K
|
+$14.7K
|
+95
|
+4%
|
|
|
603
|
Cresset Asset Management
Chicago,
Illinois
|
$378K
|
+$112K
|
+721
|
+46%
|
|
|
604
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$374K
|
-$464
|
-3
|
-0.1%
|
|
|
605
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$368K
|
+$3.71K
|
+24
|
+1%
|
|
|
606
|
Perpetual Investment Management
Sydney,
Australia
|
$366K
|
–
|
–
|
–
|
|
|
607
|
Kaizen Financial Strategies
Campbell,
California
|
$364K
|
–
|
–
|
–
|
|
|
608
|
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
$363K
|
+$71.4K
|
+461
|
+27%
|
|
|
609
|
Ferris Capital
Marlborough,
Massachusetts
|
$361K
|
–
|
–
|
–
|
|
|
610
|
Everence Capital Management
Goshen,
Indiana
|
$361K
|
+$337K
|
+2,180
|
New
|
|
|
611
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$360K
|
–
|
–
|
–
|
|
|
612
|
Bessemer Group
Woodbridge,
New Jersey
|
$357K
|
+$66.7K
|
+431
|
+25%
|
|
|
613
|
ACG Wealth
Atlanta,
Georgia
|
$356K
|
-$42.3K
|
-273
|
-11%
|
|
|
614
|
HeadInvest LLC
Portland,
Maine
|
$356K
|
–
|
–
|
–
|
|
|
615
|
Aureus Asset Management
Boston,
Massachusetts
|
$356K
|
+$38.7K
|
+250
|
+13%
|
|
|
616
|
Optimum Investment Advisors
Chicago,
Illinois
|
$355K
|
–
|
–
|
–
|
|
|
617
|
Cerity Partners OCIO
New York
|
$355K
|
+$2.17K
|
+14
|
+0.7%
|
|
|
618
|
Altium Wealth Management
Purchase,
New York
|
$351K
|
–
|
–
|
–
|
|
|
619
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$351K
|
–
|
–
|
–
|
|
|
620
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$351K
|
+$2.17K
|
+14
|
+0.7%
|
|
|
621
|
BSW Wealth Partners
Boulder,
Colorado
|
$351K
|
+$35.5K
|
+229
|
+12%
|
|
|
622
|
Court Place Advisors
Ellicott City,
Maryland
|
$350K
|
–
|
–
|
–
|
|
|
623
|
McRae Capital Management
Morristown,
New Jersey
|
$350K
|
+$327K
|
+2,115
|
New
|
|
|
624
|
Front Row Advisors
Tiburon,
California
|
$349K
|
+$1.55K
|
+10
|
+0.5%
|
|
|
625
|
Bank of Marin
Novato,
California
|
$348K
|
–
|
–
|
–
|
|
