|
301
|
Cerity Partners OCIO
New York
|
$290K
|
-$470K
|
-14,936
|
-63%
|
|
|
302
|
Rockland Trust
Hanover,
Massachusetts
|
$288K
|
–
|
–
|
–
|
|
|
303
|
FAS Wealth Partners
Leawood,
Kansas
|
$288K
|
+$43.4K
|
+1,380
|
+19%
|
|
|
304
|
J.P. Turner & Co Capital Management
Atlanta,
Georgia
|
$286K
|
+$62.9K
|
+2,000
|
+30%
|
|
|
305
|
Diligent Investors
Redlands,
California
|
$285K
|
–
|
–
|
–
|
|
|
306
|
Avior Wealth Management
Omaha,
Nebraska
|
$285K
|
+$755
|
+24
|
+0.3%
|
|
|
307
|
NWAM LLC
Mercer Island,
Washington
|
$282K
|
+$267K
|
+8,500
|
New
|
|
|
308
|
Brouwer & Janachowski
Mill Valley,
California
|
$277K
|
–
|
–
|
–
|
|
|
309
|
SouthState Corp
Winter Haven,
Florida
|
$277K
|
–
|
–
|
–
|
|
|
310
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$269K
|
+$255K
|
+8,100
|
New
|
|
|
311
|
Summit Asset Management
Memphis,
Tennessee
|
$265K
|
–
|
–
|
–
|
|
|
312
|
Williams Jones & Associates
New York
|
$265K
|
–
|
–
|
–
|
|
|
313
|
First National Bank of Omaha
Omaha,
Nebraska
|
$265K
|
+$2.39K
|
+76
|
+0.9%
|
|
|
314
|
Webster Bank
Waterbury,
Connecticut
|
$257K
|
-$86.4K
|
-2,748
|
-26%
|
|
|
315
|
|
$257K
|
–
|
–
|
–
|
|
|
316
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$252K
|
+$4.4K
|
+140
|
+2%
|
|
|
317
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$251K
|
-$5.66K
|
-180
|
-2%
|
|
|
318
|
Manning & Napier Advisors
Fairport,
New York
|
$250K
|
–
|
–
|
–
|
|
|
319
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$250K
|
+$237K
|
+7,532
|
New
|
|
|
320
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$250K
|
+$237K
|
+7,540
|
New
|
|
|
321
|
Lupo Securities
Chicago,
Illinois
|
$244K
|
+$363K
|
+11,556
|
New
|
|
|
322
|
|
$239K
|
–
|
–
|
–
|
|
|
323
|
Winfield Associates
Cleveland,
Ohio
|
$236K
|
+$12.6K
|
+400
|
+6%
|
|
|
324
|
Parametric Portfolio Associates
Seattle,
Washington
|
$235K
|
+$223K
|
+7,080
|
New
|
|
|
325
|
Accredited Investors
Edina,
Minnesota
|
$227K
|
–
|
–
|
–
|
|
