|
226
|
Strategic Advisors
New York
|
$4.37M
|
+$1.44M
|
1
|
2.8%
|
Increased
|
|
|
227
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$4.37M
|
-$109K
|
1
|
0.53%
|
Reduced
|
|
|
228
|
Philadelphia International Advisors
Philadelphia,
Pennsylvania
|
$4.28M
|
-$1.71M
|
1
|
1.79%
|
Reduced
|
|
|
229
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$4.26M
|
+$174K
|
2
|
0.16%
|
Increased
|
|
|
230
|
Veritable
Wilmington,
Delaware
|
$4.25M
|
+$425K
|
1
|
0.09%
|
Increased
|
|
|
231
|
Tran Capital Management
San Rafael,
California
|
$4.19M
|
-$35.5K
|
1
|
0.09%
|
Reduced
|
|
|
232
|
Windsor Financial Group
Minneapolis,
Minnesota
|
$4.12M
|
+$1.1M
|
2
|
1.85%
|
Increased
|
|
|
233
|
Davenport & Co
Richmond,
Virginia
|
$4.1M
|
-$1.34M
|
1
|
0.06%
|
Reduced
|
|
|
234
|
Northroad Capital Management
New York
|
$4.09M
|
-$992K
|
1
|
2.19%
|
Reduced
|
|
|
235
|
|
$4.06M
|
+$373K
|
1
|
0.01%
|
Increased
|
|
|
236
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$4.03M
|
-$158K
|
2
|
0.2%
|
Reduced
|
|
|
237
|
Rothschild Investment LLC
Chicago,
Illinois
|
$4.01M
|
+$226K
|
1
|
0.47%
|
Increased
|
|
|
238
|
Lazard Asset Management
New York
|
$4M
|
+$851
|
1
|
0.01%
|
Increased
|
|
|
239
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$3.99M
|
+$21.7K
|
1
|
0.03%
|
Increased
|
|
|
240
|
Hoertkorn Richard Charles
|
$3.99M
|
-$65.1K
|
1
|
2.97%
|
Reduced
|
|
|
241
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$3.98M
|
+$1.37M
|
2
|
0.03%
|
Increased
|
|
|
242
|
American National Insurance
Galveston,
Texas
|
$3.98M
|
$0
|
2
|
0.24%
|
Maintained
|
|
|
243
|
Yorktown Management & Research Company
Forest,
Virginia
|
$3.92M
|
-$592K
|
1
|
0.71%
|
Reduced
|
|
|
244
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.9M
|
-$1.41M
|
1
|
0.39%
|
Reduced
|
|
|
245
|
Rock Point Advisors
Burlington,
Vermont
|
$3.9M
|
-$97.2K
|
1
|
1.95%
|
Reduced
|
|
|
246
|
|
$3.84M
|
-$20.8K
|
2
|
0.13%
|
Reduced
|
|
|
247
|
Jasper Ridge Partners
Menlo Park,
California
|
$3.82M
|
-$347K
|
1
|
0.28%
|
Reduced
|
|
|
248
|
Whittier Trust
South Pasadena,
California
|
$3.79M
|
-$706K
|
2
|
0.17%
|
Reduced
|
|
|
249
|
Birmingham Capital Management
Birmingham,
Alabama
|
$3.78M
|
+$247K
|
1
|
1.44%
|
Increased
|
|
|
250
|
Tortoise Capital Advisors
Overland Park,
Kansas
|
$3.77M
|
$0
|
1
|
0.02%
|
Maintained
|
|