|
251
|
Whittier Trust
South Pasadena,
California
|
$496K
|
–
|
–
|
–
|
|
|
252
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$495K
|
+$177K
|
+1,048
|
+58%
|
|
|
253
|
Fiduciary Trust
Boston,
Massachusetts
|
$493K
|
-$107K
|
-632
|
-18%
|
|
|
254
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$474K
|
-$5.06K
|
-30
|
-1%
|
|
|
255
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$467K
|
+$18.7K
|
+111
|
+4%
|
|
|
256
|
Hilton Capital Management
Garden City,
New York
|
$466K
|
+$452K
|
+2,680
|
New
|
|
|
257
|
Leavell Investment Management
Mobile,
Alabama
|
$465K
|
-$16.9K
|
-100
|
-4%
|
|
|
258
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$460K
|
+$2.87K
|
+17
|
+0.6%
|
|
|
259
|
Donor Advised Charitable Giving
San Francisco,
California
|
$452K
|
–
|
–
|
–
|
|
|
260
|
West Coast Financial
Santa Barbara,
California
|
$446K
|
–
|
–
|
–
|
|
|
261
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$429K
|
-$21.8K
|
-129
|
-5%
|
|
|
262
|
HM Payson & Co
Portland,
Maine
|
$422K
|
+$409K
|
+2,424
|
New
|
|
|
263
|
Private Advisory Group
Redmond,
Washington
|
$418K
|
-$21.3K
|
-126
|
-5%
|
|
|
264
|
Garde Capital
Seattle,
Washington
|
$418K
|
–
|
–
|
–
|
|
|
265
|
Voya Financial Advisors
Windsor,
Connecticut
|
$409K
|
+$11.3K
|
+67
|
+3%
|
|
|
266
|
|
$404K
|
-$16.9K
|
-100
|
-4%
|
|
|
267
|
Renaissance Technologies
New York
|
$400K
|
-$945K
|
-5,600
|
-71%
|
|
|
268
|
Private Vista
Chicago,
Illinois
|
$399K
|
-$12.7K
|
-75
|
-3%
|
|
|
269
|
Gradient Capital Advisors
San Diego,
California
|
$399K
|
-$12.3K
|
-73
|
-3%
|
|
|
270
|
Selective Wealth Management
Forest,
Virginia
|
$399K
|
+$387K
|
+2,292
|
New
|
|
|
271
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$383K
|
–
|
–
|
–
|
|
|
272
|
Cobblestone Capital Advisors
Rochester,
New York
|
$378K
|
–
|
–
|
–
|
|
|
273
|
LexAurum Advisors
Overland Park,
Kansas
|
$378K
|
+$3.38K
|
+20
|
+0.9%
|
|
|
274
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$370K
|
-$4.73K
|
-28
|
-1%
|
|
|
275
|
Veritable
Wilmington,
Delaware
|
$368K
|
–
|
–
|
–
|
|
