|
201
|
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
|
$4.02M
|
-$7.76M
|
-43,340
|
-67%
|
|
|
202
|
Longer Investments
Fayetteville,
Arkansas
|
$3.95M
|
+$3.75M
|
+20,960
|
New
|
|
|
203
|
|
$3.89M
|
+$1.35M
|
+7,540
|
+58%
|
|
|
204
|
Domani Wealth
Lancaster,
Pennsylvania
|
$3.87M
|
+$3.68M
|
+20,547
|
New
|
|
|
205
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$3.83M
|
+$623K
|
+3,480
|
+21%
|
|
|
206
|
Securian Asset Management
St Paul,
Minnesota
|
$3.8M
|
–
|
–
|
–
|
|
|
207
|
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
$3.77M
|
–
|
–
|
–
|
|
|
208
|
Elm Advisors
Burlingame,
California
|
$3.77M
|
+$125K
|
+700
|
+4%
|
|
|
209
|
Capital Advantage
Walnut Creek,
California
|
$3.75M
|
-$55.8K
|
-312
|
-2%
|
|
|
210
|
First Foundation Advisors
Irvine,
California
|
$3.74M
|
-$756K
|
-4,223
|
-18%
|
|
|
211
|
Leavell Investment Management
Mobile,
Alabama
|
$3.72M
|
+$2.36M
|
+13,173
|
+200%
|
|
|
212
|
Westport Resources Management
Westport,
Connecticut
|
$3.64M
|
+$1.11M
|
+6,202
|
+47%
|
|
|
213
|
Fidelity Investments
Boston,
Massachusetts
|
$3.62M
|
+$587K
|
+3,282
|
+21%
|
|
|
214
|
Oppenheimer & Co
New York
|
$3.62M
|
+$1.14M
|
+6,372
|
+50%
|
|
|
215
|
Mercer Investments
Boston,
Massachusetts
|
$3.59M
|
+$272K
|
+1,521
|
+9%
|
|
|
216
|
First National Bank of Omaha
Omaha,
Nebraska
|
$3.58M
|
+$48.5K
|
+271
|
+1%
|
|
|
217
|
Comerica Bank
Dallas,
Texas
|
$3.57M
|
-$2.65M
|
-14,789
|
-44%
|
|
|
218
|
|
$3.56M
|
+$9.13K
|
+51
|
+0.3%
|
|
|
219
|
Whalerock Point Partners
Providence,
Rhode Island
|
$3.55M
|
+$1.85M
|
+10,317
|
+121%
|
|
|
220
|
Rockefeller Financial Services
New York
|
$3.41M
|
+$2.2M
|
+12,274
|
+211%
|
|
|
221
|
Burney Company
Reston,
Virginia
|
$3.36M
|
+$60.8K
|
+340
|
+2%
|
|
|
222
|
Grandfield & Dodd
New York
|
$3.28M
|
-$148K
|
-825
|
-5%
|
|
|
223
|
Fiduciary Trust
Boston,
Massachusetts
|
$3.19M
|
+$97.4K
|
+544
|
+3%
|
|
|
224
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$3.14M
|
-$1.79K
|
-10
|
-0.1%
|
|
|
225
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$2.97M
|
-$277K
|
-1,550
|
-9%
|
|
