|
201
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$399K
|
-$147K
|
-9,960
|
-28%
|
|
|
202
|
Coe Capital Management
Highland Park,
Illinois
|
$386K
|
–
|
–
|
–
|
|
|
203
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$377K
|
–
|
–
|
–
|
|
|
204
|
Stephens Inc
Little Rock,
Arkansas
|
$373K
|
-$35.5K
|
-2,400
|
-9%
|
|
|
205
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$368K
|
–
|
–
|
–
|
|
|
206
|
Allworth Financial
Folsom,
California
|
$348K
|
+$975
|
+66
|
+0.3%
|
|
|
207
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$344K
|
–
|
–
|
–
|
|
|
208
|
KeyBank National Association
Cleveland,
Ohio
|
$339K
|
+$26.3K
|
+1,782
|
+9%
|
|
|
209
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$339K
|
+$163K
|
+11,010
|
+102%
|
|
|
210
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$333K
|
+$317K
|
+21,456
|
New
|
|
|
211
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$320K
|
+$304K
|
+20,604
|
New
|
|
|
212
|
Rand Wealth
Baltimore,
Maryland
|
$313K
|
–
|
–
|
–
|
|
|
213
|
Davidson & Garrard
Lynchburg,
Virginia
|
$302K
|
–
|
–
|
–
|
|
|
214
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$296K
|
–
|
–
|
–
|
|
|
215
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$294K
|
–
|
–
|
–
|
|
|
216
|
CPWM LLC
Seattle,
Washington
|
$288K
|
-$46K
|
-3,114
|
-14%
|
|
|
217
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$281K
|
+$268K
|
+18,162
|
New
|
|
|
218
|
Fiduciary Financial Services of The Southwest
Dallas,
Texas
|
$279K
|
–
|
–
|
–
|
|
|
219
|
Sentinel Trust
Houston,
Texas
|
$278K
|
–
|
–
|
–
|
|
|
220
|
Busey Bank
Urbana,
Illinois
|
$267K
|
–
|
–
|
–
|
|
|
221
|
Cornerstone Investment Partners
Atlanta,
Georgia
|
$265K
|
–
|
–
|
–
|
|
|
222
|
Pinnacle Associates
New York
|
$260K
|
+$4.88K
|
+330
|
+2%
|
|
|
223
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$240K
|
+$76.8K
|
+5,202
|
+51%
|
|
|
224
|
Aspiriant LLC
Los Angeles,
California
|
$234K
|
-$184K
|
-12,456
|
-45%
|
|
|
225
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$234K
|
-$120K
|
-8,094
|
-35%
|
|
