|
301
|
|
$5.89M
|
+$6.09M
|
+70,886
|
New
|
|
|
302
|
David Kennon
Sarasota,
Florida
|
$5.85M
|
+$148K
|
+1,720
|
+3%
|
|
|
303
|
Flagstone Financial Management
Lincoln,
Nebraska
|
$5.85M
|
+$1.11M
|
+12,871
|
+22%
|
|
|
304
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$5.83M
|
+$107K
|
+1,248
|
+2%
|
|
|
305
|
Nalls Sherbakoff Group
Knoxville,
Tennessee
|
$5.83M
|
+$6.16M
|
+71,715
|
New
|
|
|
306
|
Latigo Investments
Fort Lauderdale,
Florida
|
$5.82M
|
+$58.3K
|
+678
|
+1%
|
|
|
307
|
Glassy Mountain Advisors
Bethesda,
Maryland
|
$5.82M
|
+$6.02M
|
+70,034
|
New
|
|
|
308
|
Cliffwater
Marina Del Rey,
California
|
$5.8M
|
–
|
–
|
–
|
|
|
309
|
Rainwater Charitable Foundation
Fort Worth,
Texas
|
$5.68M
|
–
|
–
|
–
|
|
|
310
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$5.66M
|
-$994K
|
-11,565
|
-15%
|
|
|
311
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$5.64M
|
-$672K
|
-7,816
|
-10%
|
|
|
312
|
MAI Capital Management
Independence,
Ohio
|
$5.62M
|
-$2.76M
|
-32,175
|
-32%
|
|
|
313
|
|
$5.6M
|
+$2.12M
|
+24,700
|
+58%
|
|
|
314
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$5.59M
|
-$242K
|
-2,819
|
-4%
|
|
|
315
|
Modera Wealth Management
Westwood,
New Jersey
|
$5.55M
|
-$98K
|
-1,141
|
-2%
|
|
|
316
|
Checchi Capital Advisers
Beverly Hills,
California
|
$5.52M
|
-$1.71M
|
-19,940
|
-23%
|
|
|
317
|
Mercer Global Advisors
Denver,
Colorado
|
$5.51M
|
-$323K
|
-3,765
|
-5%
|
|
|
318
|
FIDELIS iM
Medford,
Oregon
|
$5.48M
|
+$693K
|
+8,068
|
+14%
|
|
|
319
|
Foster & Motley
Cincinnati,
Ohio
|
$5.48M
|
-$88.7K
|
-1,032
|
-2%
|
|
|
320
|
First Horizon Advisors
Memphis,
Tennessee
|
$5.44M
|
-$197K
|
-2,298
|
-3%
|
|
|
321
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$5.43M
|
+$83.7K
|
+974
|
+2%
|
|
|
322
|
American Investment Services
Great Barrington,
Massachusetts
|
$5.4M
|
–
|
–
|
–
|
|
|
323
|
Raymond James Trust
St. Petersburg,
Florida
|
$5.39M
|
+$101K
|
+1,172
|
+2%
|
|
|
324
|
Swan Capital
Pensacola,
Florida
|
$5.3M
|
+$5.48M
|
+63,823
|
New
|
|
|
325
|
Hancock Whitney
Gulfport,
Mississippi
|
$5.3M
|
+$673K
|
+7,829
|
+14%
|
|
