|
601
|
Sandy Spring Bank
Olney,
Maryland
|
$1.93M
|
+$181K
|
+4,224
|
+10%
|
|
|
602
|
Dowling & Yahnke
San Diego,
California
|
$1.93M
|
-$48K
|
-1,122
|
-2%
|
|
|
603
|
Cerity Partners OCIO
New York
|
$1.93M
|
+$71.9K
|
+1,680
|
+4%
|
|
|
604
|
LifeSteps Financial
Claremont,
California
|
$1.92M
|
-$48.5K
|
-1,134
|
-2%
|
|
|
605
|
Winton Group
London,
United Kingdom
|
$1.91M
|
-$966K
|
-22,584
|
-34%
|
|
|
606
|
Reynders McVeigh Capital Management
Boston,
Massachusetts
|
$1.9M
|
-$47.2K
|
-1,104
|
-2%
|
|
|
607
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$1.89M
|
+$7.19K
|
+168
|
+0.5%
|
|
|
608
|
Fisher Asset Management
Camas,
Washington
|
$1.88M
|
-$139K
|
-3,252
|
-7%
|
|
|
609
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$1.87M
|
+$536K
|
+12,534
|
+40%
|
|
|
610
|
Plancorp LLC
Saint Louis,
Missouri
|
$1.87M
|
-$34.1K
|
-798
|
-2%
|
|
|
611
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$1.87M
|
-$317K
|
-7,404
|
-15%
|
|
|
612
|
Orser Capital Management
Southlake,
Texas
|
$1.86M
|
+$994K
|
+23,244
|
+115%
|
|
|
613
|
Vaughan David Investments
Peoria,
Illinois
|
$1.85M
|
+$2.57K
|
+60
|
+0.1%
|
|
|
614
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$1.84M
|
-$50.3K
|
-1,176
|
-3%
|
|
|
615
|
Jackson Wealth Management
Lake Mary,
Florida
|
$1.84M
|
-$2.52M
|
-58,920
|
-58%
|
|
|
616
|
Certuity
North Palm Beach,
Florida
|
$1.82M
|
-$99.9K
|
-2,334
|
-5%
|
|
|
617
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$1.8M
|
-$27.7K
|
-648
|
-2%
|
|
|
618
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.8M
|
–
|
–
|
–
|
|
|
619
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$1.8M
|
+$727K
|
+16,986
|
+68%
|
|
|
620
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$1.8M
|
+$47K
|
+1,098
|
+3%
|
|
|
621
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$1.79M
|
-$349K
|
-8,154
|
-16%
|
|
|
622
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$1.79M
|
+$41.1K
|
+960
|
+2%
|
|
|
623
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$1.79M
|
+$10.8K
|
+252
|
+0.6%
|
|
|
624
|
Trust Company
Manhattan,
Kansas
|
$1.79M
|
-$41.1K
|
-960
|
-2%
|
|
|
625
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$1.78M
|
+$26.2K
|
+612
|
+1%
|
|
