|
301
|
Legacy Private Trust
Neenah,
Wisconsin
|
$18.3M
|
-$1.75M
|
-33,878
|
-9%
|
|
|
302
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$18.2M
|
+$2.39M
|
+46,377
|
+15%
|
|
|
303
|
AllianceBernstein
Nashville,
Tennessee
|
$18.1M
|
+$962K
|
+18,638
|
+6%
|
|
|
304
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$18M
|
-$2.32M
|
-44,978
|
-9%
|
|
|
305
|
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
$17.9M
|
-$3.01M
|
-58,359
|
-14%
|
|
|
306
|
|
$17.9M
|
+$347K
|
+6,716
|
+2%
|
|
|
307
|
Canada Life
Winnipeg,
Manitoba, Canada
|
$17.8M
|
+$2.22M
|
+43,034
|
+14%
|
|
|
308
|
Annapolis Financial Services
Annapolis,
Maryland
|
$17.7M
|
+$311K
|
+6,019
|
+2%
|
|
|
309
|
Treybourne Wealth Planners
Greenwood,
Indiana
|
$17.6M
|
+$759K
|
+14,699
|
+5%
|
|
|
310
|
Ebor Charitable Trust
Jackson,
Wyoming
|
$17.3M
|
–
|
–
|
–
|
|
|
311
|
SigFig Wealth Management
San Francisco,
California
|
$17.2M
|
+$1.77M
|
+34,296
|
+11%
|
|
|
312
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$17.1M
|
+$442K
|
+8,572
|
+3%
|
|
|
313
|
State Street
Boston,
Massachusetts
|
$17M
|
+$6.58M
|
+127,510
|
+63%
|
|
|
314
|
Aspire Private Capital
Cornelius,
North Carolina
|
$17M
|
+$1.12M
|
+21,659
|
+7%
|
|
|
315
|
Equitable Holdings
New York
|
$16.9M
|
+$1.16M
|
+22,545
|
+7%
|
|
|
316
|
Brown Advisory
Baltimore,
Maryland
|
$16.7M
|
-$6.14M
|
-118,997
|
-27%
|
|
|
317
|
Founders Financial Securities
Towson,
Maryland
|
$16.7M
|
+$1.04M
|
+20,184
|
+7%
|
|
|
318
|
REDW Wealth
Albuquerque,
New Mexico
|
$16.7M
|
-$101K
|
-1,947
|
-0.6%
|
|
|
319
|
Omnia Family Wealth
Aventura,
Florida
|
$16.7M
|
+$236K
|
+4,571
|
+1%
|
|
|
320
|
Financial Advisors Network
Tustin,
California
|
$16.6M
|
-$190K
|
-3,679
|
-1%
|
|
|
321
|
Nelson Capital Management
Menlo Park,
California
|
$16.5M
|
+$301K
|
+5,836
|
+2%
|
|
|
322
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$16.4M
|
-$2.51M
|
-48,719
|
-13%
|
|
|
323
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$16.4M
|
+$1.84M
|
+35,579
|
+13%
|
|
|
324
|
Klingman & Associates
New York
|
$16.4M
|
+$3.22M
|
+62,318
|
+24%
|
|
|
325
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$16.3M
|
-$1.06M
|
-20,625
|
-6%
|
|
