|
226
|
Callan Capital
La Jolla,
California
|
$19M
|
+$1.33M
|
+32,953
|
+8%
|
|
|
227
|
Bangor Savings Bank
Bangor,
Maine
|
$18.9M
|
+$207K
|
+5,122
|
+1%
|
|
|
228
|
R.M. Davis Inc
Portland,
Maine
|
$18.8M
|
+$1.49M
|
+36,992
|
+9%
|
|
|
229
|
Brookstone Capital Management
Wheaton,
Illinois
|
$18.8M
|
+$1.61M
|
+40,011
|
+9%
|
|
|
230
|
Avantax Planning Partners
Dubuque,
Iowa
|
$18.8M
|
-$556K
|
-13,783
|
-3%
|
|
|
231
|
Greenline Partners
New York
|
$18.7M
|
-$46.2K
|
-1,146
|
-0.2%
|
|
|
232
|
Arax Advisory Partners
Denver,
Colorado
|
$18.6M
|
+$586K
|
+14,528
|
+3%
|
|
|
233
|
Trust Company
Manhattan,
Kansas
|
$18.5M
|
+$384K
|
+9,527
|
+2%
|
|
|
234
|
Alera Investment Advisors
Deerfield,
Illinois
|
$18.4M
|
+$254K
|
+6,303
|
+1%
|
|
|
235
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$18.4M
|
+$10.2M
|
+252,559
|
+126%
|
|
|
236
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$18.4M
|
-$230K
|
-5,701
|
-1%
|
|
|
237
|
Vision Capital Management
Portland,
Oregon
|
$18.3M
|
+$871K
|
+21,612
|
+5%
|
|
|
238
|
Portland Global Advisors
Portland,
Maine
|
$18.3M
|
+$472K
|
+11,705
|
+3%
|
|
|
239
|
Chandler Asset Management
San Diego,
California
|
$18.1M
|
-$1.6M
|
-39,639
|
-8%
|
|
|
240
|
UMB Bank
Kansas City,
Missouri
|
$18.1M
|
+$67K
|
+1,662
|
+0.4%
|
|
|
241
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$18M
|
-$199K
|
-4,936
|
-1%
|
|
|
242
|
Colony Family Offices
Charlotte,
North Carolina
|
$18M
|
-$600K
|
-14,880
|
-3%
|
|
|
243
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$17.9M
|
+$11M
|
+271,690
|
+163%
|
|
|
244
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$17.9M
|
-$231K
|
-5,725
|
-1%
|
|
|
245
|
Davenport & Co
Richmond,
Virginia
|
$17.8M
|
-$18.7M
|
-463,336
|
-51%
|
|
|
246
|
Pathstone Family Office
Englewood,
New Jersey
|
$17.8M
|
-$1.27M
|
-31,581
|
-7%
|
|
|
247
|
First Bank & Trust
Brookings,
South Dakota
|
$17.6M
|
–
|
–
|
–
|
|
|
248
|
Manning & Napier Group
Fairport,
New York
|
$17.4M
|
–
|
–
|
–
|
|
|
249
|
Sepio Capital
Salt Lake City,
Utah
|
$17.2M
|
+$497K
|
+12,318
|
+3%
|
|
|
250
|
Private Advisor Group
Morristown,
New Jersey
|
$17.2M
|
+$496K
|
+12,308
|
+3%
|
|
