|
251
|
Bernzott Capital Advisors
Camarillo,
California
|
$563K
|
–
|
–
|
–
|
|
|
252
|
Bank of New York Mellon
New York
|
$555K
|
+$194K
|
+2,438
|
+54%
|
|
|
253
|
Freestone Capital Holdings
Seattle,
Washington
|
$551K
|
+$550K
|
+6,914
|
New
|
|
|
254
|
|
$550K
|
-$132K
|
-1,665
|
-19%
|
|
|
255
|
NewFocus Financial Group
Vancouver,
Washington
|
$550K
|
+$178K
|
+2,236
|
+48%
|
|
|
256
|
1ST Source Bank
South Bend,
Indiana
|
$549K
|
+$10.3K
|
+130
|
+2%
|
|
|
257
|
First Horizon Advisors
Memphis,
Tennessee
|
$534K
|
+$428K
|
+5,383
|
+409%
|
|
|
258
|
Focused Wealth Management
Newburgh,
New York
|
$531K
|
-$25.5K
|
-321
|
-5%
|
|
|
259
|
|
$528K
|
–
|
–
|
–
|
|
|
260
|
LaFleur & Godfrey
Grand Rapids,
Michigan
|
$509K
|
-$35K
|
-440
|
-6%
|
|
|
261
|
D'Orazio & Associates
Falls Church,
Virginia
|
$509K
|
+$507K
|
+6,377
|
New
|
|
|
262
|
Nationwide Fund Advisors
Columbus,
Ohio
|
$490K
|
+$203K
|
+2,555
|
+71%
|
|
|
263
|
Ashfield Capital Partners
San Francisco,
California
|
$485K
|
-$11.9K
|
-150
|
-2%
|
|
|
264
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$479K
|
–
|
–
|
–
|
|
|
265
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$452K
|
+$451K
|
+5,675
|
New
|
|
|
266
|
Peak Asset Management
Louisville,
Colorado
|
$449K
|
–
|
–
|
–
|
|
|
267
|
Evercore Wealth Management
New York
|
$438K
|
–
|
–
|
–
|
|
|
268
|
Suntrust Banks
Atlanta,
Georgia
|
$423K
|
+$423K
|
+5,321
|
New
|
|
|
269
|
Prospera Financial Services
Dallas,
Texas
|
$422K
|
+$420K
|
+5,289
|
New
|
|
|
270
|
Greatmark Investment Partners
Columbus,
Georgia
|
$415K
|
-$65.6K
|
-825
|
-14%
|
|
|
271
|
HM Payson & Co
Portland,
Maine
|
$409K
|
–
|
–
|
–
|
|
|
272
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$409K
|
+$1.99K
|
+25
|
+0.5%
|
|
|
273
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$401K
|
-$178K
|
-2,235
|
-31%
|
|
|
274
|
Cerity Partners OCIO
New York
|
$399K
|
-$178K
|
-2,235
|
-31%
|
|
|
275
|
Chevy Chase Trust
Bethesda,
Maryland
|
$367K
|
-$287K
|
-3,615
|
-44%
|
|
