|
501
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$15.6M
|
+$4.12M
|
+28,071
|
+37%
|
|
|
502
|
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
|
$15.5M
|
+$40.5K
|
+276
|
+0.3%
|
|
|
503
|
Congress Wealth Management
Boston,
Massachusetts
|
$15.4M
|
+$616K
|
+4,199
|
+4%
|
|
|
504
|
Cadence Bank
Tupelo,
Mississippi
|
$15.4M
|
-$189K
|
-1,287
|
-1%
|
|
|
505
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$15.4M
|
+$186K
|
+1,267
|
+1%
|
|
|
506
|
Wendell David Associates
Portsmouth,
New Hampshire
|
$15.4M
|
+$511K
|
+3,481
|
+3%
|
|
|
507
|
PDS Planning
Dublin,
Ohio
|
$15.4M
|
-$1.1M
|
-7,504
|
-7%
|
|
|
508
|
Arvest Trust
Bartlesville,
Oklahoma
|
$15.3M
|
-$121K
|
-824
|
-0.8%
|
|
|
509
|
Grassi Investment Management
Santa Clara,
California
|
$15.3M
|
-$7.34K
|
-50
|
-0%
|
|
|
510
|
Brown Brothers Harriman & Co
New York
|
$14.9M
|
+$703K
|
+4,787
|
+5%
|
|
|
511
|
Transform Wealth
Greenwood Village,
Colorado
|
$14.9M
|
-$2.97M
|
-20,203
|
-17%
|
|
|
512
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$14.8M
|
-$363K
|
-2,471
|
-2%
|
|
|
513
|
Fred Alger Management
New York
|
$14.7M
|
-$12.4M
|
-84,443
|
-46%
|
|
|
514
|
Systematic Alpha Investments
Princeton,
New Jersey
|
$14.7M
|
–
|
–
|
–
|
|
|
515
|
Wedbush Securities
Los Angeles,
California
|
$14.6M
|
+$361K
|
+2,458
|
+3%
|
|
|
516
|
Neville Rodie & Shaw
New York
|
$14.6M
|
-$294K
|
-2,000
|
-2%
|
|
|
517
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$14.5M
|
+$86K
|
+586
|
+0.6%
|
|
|
518
|
WesBanco Bank
Wheeling,
West Virginia
|
$14.5M
|
+$191K
|
+1,303
|
+1%
|
|
|
519
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$14.4M
|
-$695K
|
-4,733
|
-5%
|
|
|
520
|
Woodstock Corp
Boston,
Massachusetts
|
$14.4M
|
-$50.2K
|
-342
|
-0.4%
|
|
|
521
|
Granite Investment Partners
El Segundo,
California
|
$14.3M
|
+$173K
|
+1,181
|
+1%
|
|
|
522
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$14.2M
|
-$288K
|
-1,960
|
-2%
|
|
|
523
|
Grimes & Company
Westborough,
Massachusetts
|
$14.2M
|
-$27.2K
|
-185
|
-0.2%
|
|
|
524
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$14.1M
|
+$9.76M
|
+66,500
|
+238%
|
|
|
525
|
CCM Investment Advisers
Columbia,
South Carolina
|
$14M
|
+$84K
|
+572
|
+0.6%
|
|
