|
201
|
Global Endowment Management
Charlotte,
North Carolina
|
$14.7M
|
-$5.77M
|
-141,510
|
-24%
|
|
|
202
|
Hudock Inc
Williamsport,
Pennsylvania
|
$14.6M
|
+$1.53M
|
+37,590
|
+9%
|
|
|
203
|
Summit Trail Advisors
New York
|
$14.6M
|
+$17.7M
|
+435,080
|
New
|
|
|
204
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$14.5M
|
-$1.39M
|
-34,205
|
-7%
|
|
|
205
|
Fairview Capital Investment Management
Greenbrae,
California
|
$14.5M
|
-$3.1M
|
-75,926
|
-15%
|
|
|
206
|
Bangor Savings Bank
Bangor,
Maine
|
$14.2M
|
+$1.63M
|
+40,058
|
+10%
|
|
|
207
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$14.1M
|
+$697K
|
+17,094
|
+4%
|
|
|
208
|
Sepio Capital
Salt Lake City,
Utah
|
$14.1M
|
-$816K
|
-20,024
|
-5%
|
|
|
209
|
Parkside Investments
Deerfield,
Illinois
|
$14M
|
-$1.54M
|
-37,893
|
-8%
|
|
|
210
|
Chandler Asset Management
San Diego,
California
|
$13.9M
|
+$168K
|
+4,120
|
+1%
|
|
|
211
|
People's United Financial
Bridgeport,
Connecticut
|
$13.9M
|
+$809K
|
+19,850
|
+5%
|
|
|
212
|
Altium Wealth Management
Purchase,
New York
|
$13.8M
|
+$8.99M
|
+220,528
|
+115%
|
|
|
213
|
Capital Investment Advisors
Atlanta,
Georgia
|
$13.7M
|
-$1.84M
|
-45,235
|
-10%
|
|
|
214
|
Pure Financial Advisors
San Diego,
California
|
$13.7M
|
+$10.7M
|
+261,490
|
+177%
|
|
|
215
|
Peninsula Wealth
San Francisco,
California
|
$13.5M
|
-$2.59M
|
-63,521
|
-14%
|
|
|
216
|
PrairieView Partners
St. Paul,
Minnesota
|
$13.3M
|
-$454K
|
-11,137
|
-3%
|
|
|
217
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$13.2M
|
-$52K
|
-1,276
|
-0.3%
|
|
|
218
|
1ST Source Bank
South Bend,
Indiana
|
$13.1M
|
-$4.2M
|
-102,967
|
-21%
|
|
|
219
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$13.1M
|
-$8.15K
|
-200
|
-0.1%
|
|
|
220
|
Westwood Holdings Group
Dallas,
Texas
|
$13.1M
|
-$479K
|
-11,738
|
-3%
|
|
|
221
|
Carlson Capital Management
Northfield,
Minnesota
|
$13M
|
+$2.36M
|
+57,887
|
+19%
|
|
|
222
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$12.9M
|
-$1M
|
-24,582
|
-6%
|
|
|
223
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$12.9M
|
+$14.4M
|
+353,760
|
New
|
|
|
224
|
Ziegler Capital Management
Chicago,
Illinois
|
$12.9M
|
+$15.7M
|
+384,663
|
New
|
|
|
225
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$12.8M
|
+$4.41M
|
+108,271
|
+39%
|
|
