|
226
|
Corda Investment Management
Houston,
Texas
|
$3.26M
|
-$146K
|
-1,756
|
-4%
|
|
|
227
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$3.25M
|
+$226K
|
+2,710
|
+7%
|
|
|
228
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$3.25M
|
+$69.9K
|
+838
|
+2%
|
|
|
229
|
Agilis Partners
Waltham,
Massachusetts
|
$3.23M
|
+$3.45M
|
+41,400
|
New
|
|
|
230
|
Commerce Bank
Kansas City,
Missouri
|
$3.21M
|
+$328K
|
+3,930
|
+11%
|
|
|
231
|
Biltmore Family Office
Charlotte,
North Carolina
|
$3.21M
|
-$48.6K
|
-583
|
-1%
|
|
|
232
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$3.18M
|
+$3.4M
|
+40,817
|
New
|
|
|
233
|
Chevy Chase Trust
Bethesda,
Maryland
|
$3.17M
|
+$41.3K
|
+495
|
+1%
|
|
|
234
|
Evergreen Capital Management
Bellevue,
Washington
|
$3.15M
|
-$997K
|
-11,956
|
-23%
|
|
|
235
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$3.12M
|
-$644K
|
-7,716
|
-16%
|
|
|
236
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$3.06M
|
+$107K
|
+1,286
|
+3%
|
|
|
237
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$3.05M
|
+$8.01K
|
+96
|
+0.2%
|
|
|
238
|
Asset Dedication LLC
San Francisco,
California
|
$3.02M
|
+$149K
|
+1,784
|
+5%
|
|
|
239
|
Donaldson Capital Management
Evansville,
Indiana
|
$3.02M
|
+$274K
|
+3,283
|
+9%
|
|
|
240
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$3.02M
|
+$142K
|
+1,708
|
+5%
|
|
|
241
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$3.01M
|
-$61.3K
|
-735
|
-2%
|
|
|
242
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$2.98M
|
-$42.1K
|
-505
|
-1%
|
|
|
243
|
US Bancorp
Minneapolis,
Minnesota
|
$2.96M
|
+$493K
|
+5,910
|
+18%
|
|
|
244
|
Lumina Fund Management
New York
|
$2.92M
|
–
|
–
|
–
|
|
|
245
|
Spinnaker Trust
Portland,
Maine
|
$2.91M
|
+$3.11M
|
+37,300
|
New
|
|
|
246
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.9M
|
+$121K
|
+1,455
|
+4%
|
|
|
247
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$2.89M
|
+$3.09M
|
+37,016
|
New
|
|
|
248
|
Oppenheimer & Co
New York
|
$2.83M
|
+$463K
|
+5,550
|
+18%
|
|
|
249
|
DeDora Capital
Napa,
California
|
$2.83M
|
+$16K
|
+192
|
+0.5%
|
|
|
250
|
KCM Investment Advisors
Greenbrae,
California
|
$2.82M
|
+$145K
|
+1,735
|
+5%
|
|
