|
251
|
Atria Investments
Charlotte,
North Carolina
|
$2.06M
|
+$133K
|
+2,548
|
+7%
|
|
|
252
|
William Blair & Company
Chicago,
Illinois
|
$2.04M
|
-$87.7K
|
-1,682
|
-4%
|
|
|
253
|
First National Trust
Hermitage,
Pennsylvania
|
$2.02M
|
+$280K
|
+5,368
|
+16%
|
|
|
254
|
Montecito Bank & Trust
Santa Barbara,
California
|
$2M
|
+$447K
|
+8,568
|
+28%
|
|
|
255
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$1.97M
|
–
|
–
|
–
|
|
|
256
|
Boltwood Capital Management
Walnut Creek,
California
|
$1.94M
|
-$65.9K
|
-1,264
|
-3%
|
|
|
257
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.93M
|
+$30.2K
|
+580
|
+2%
|
|
|
258
|
Capital Fund Management (CFM)
Paris,
France
|
$1.89M
|
+$1.95M
|
+37,370
|
New
|
|
|
259
|
IndexIQ Advisors
New York
|
$1.89M
|
-$2.16M
|
-41,450
|
-53%
|
|
|
260
|
NBT Bank
Norwich,
New York
|
$1.87M
|
-$33.4K
|
-640
|
-2%
|
|
|
261
|
Simmons Bank
Pine Bluff,
Arkansas
|
$1.86M
|
+$242K
|
+4,644
|
+14%
|
|
|
262
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$1.86M
|
+$1.43M
|
+27,366
|
+295%
|
|
|
263
|
Pathstone Family Office
Englewood,
New Jersey
|
$1.84M
|
+$1.9M
|
+36,428
|
New
|
|
|
264
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$1.84M
|
+$48.7K
|
+934
|
+3%
|
|
|
265
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$1.84M
|
-$675K
|
-12,938
|
-26%
|
|
|
266
|
WealthShield Partners
Cary,
North Carolina
|
$1.81M
|
+$1.86M
|
+35,728
|
New
|
|
|
267
|
Madden Advisory Services
Jacksonville,
Florida
|
$1.81M
|
-$18.2K
|
-350
|
-1%
|
|
|
268
|
Fiduciary Financial Services of The Southwest
Dallas,
Texas
|
$1.81M
|
-$12.5K
|
-240
|
-0.7%
|
|
|
269
|
First National Bank of Hutchinson
Hutchinson,
Kansas
|
$1.76M
|
-$3.34K
|
-64
|
-0.2%
|
|
|
270
|
Ingalls & Snyder LLC
New York
|
$1.74M
|
+$10.5K
|
+202
|
+0.6%
|
|
|
271
|
Highland Private Wealth Management
Bellevue,
Washington
|
$1.72M
|
+$1.77M
|
+34,016
|
New
|
|
|
272
|
Private Advisory Group
Redmond,
Washington
|
$1.72M
|
+$1.77M
|
+34,016
|
New
|
|
|
273
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.72M
|
+$335K
|
+6,424
|
+23%
|
|
|
274
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$1.66M
|
–
|
–
|
–
|
|
|
275
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$1.6M
|
+$44.7K
|
+858
|
+3%
|
|
