|
201
|
Asset Dedication LLC
San Francisco,
California
|
$2.26M
|
+$2.18M
|
+29,742
|
+64,657%
|
|
|
202
|
Stratford Consulting
Addison,
Texas
|
$2.25M
|
-$89.6K
|
-1,221
|
-4%
|
|
|
203
|
Allen Investment Management
New York
|
$2.2M
|
–
|
–
|
–
|
|
|
204
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$2.19M
|
+$1.2M
|
+16,349
|
+130%
|
|
|
205
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$2.16M
|
–
|
–
|
–
|
|
|
206
|
Essex Financial Services
Essex,
Connecticut
|
$2.15M
|
+$294K
|
+4,001
|
+16%
|
|
|
207
|
Hays Advisory
Franklin,
Tennessee
|
$2.1M
|
+$2.03M
|
+27,711
|
New
|
|
|
208
|
Richard C. Young & Co
Newport,
Rhode Island
|
$2.09M
|
+$56.8K
|
+774
|
+3%
|
|
|
209
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$2.09M
|
+$573K
|
+7,805
|
+39%
|
|
|
210
|
US Bancorp
Minneapolis,
Minnesota
|
$2.06M
|
-$62.1K
|
-846
|
-3%
|
|
|
211
|
Oppenheimer & Co
New York
|
$1.95M
|
-$972K
|
-13,248
|
-34%
|
|
|
212
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$1.94M
|
+$1.02M
|
+13,890
|
+118%
|
|
|
213
|
SVA Wealth Management
Madison,
Wisconsin
|
$1.94M
|
+$464K
|
+6,325
|
+33%
|
|
|
214
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$1.93M
|
–
|
–
|
–
|
|
|
215
|
Empirical Wealth Management
Seattle,
Washington
|
$1.91M
|
+$450K
|
+6,130
|
+32%
|
|
|
216
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.89M
|
–
|
–
|
–
|
|
|
217
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1.88M
|
+$181K
|
+2,467
|
+11%
|
|
|
218
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$1.85M
|
+$123K
|
+1,671
|
+7%
|
|
|
219
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$1.83M
|
-$108K
|
-1,468
|
-6%
|
|
|
220
|
Donaldson Capital Management
Evansville,
Indiana
|
$1.82M
|
+$412K
|
+5,618
|
+31%
|
|
|
221
|
Roundview Capital
Princeton,
New Jersey
|
$1.81M
|
+$269K
|
+3,667
|
+18%
|
|
|
222
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$1.81M
|
+$102K
|
+1,387
|
+6%
|
|
|
223
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$1.8M
|
+$1.74M
|
+23,777
|
New
|
|
|
224
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$1.8M
|
+$20K
|
+272
|
+1%
|
|
|
225
|
Mariner
Overland Park,
Kansas
|
$1.78M
|
-$7.34K
|
-100
|
-0.4%
|
|
