|
501
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$12.5M
|
-$122K
|
-994
|
-0.9%
|
|
|
502
|
Gryphon Financial Partners
Columbus,
Ohio
|
$12.5M
|
+$152K
|
+1,240
|
+1%
|
|
|
503
|
BTR Capital Management
Oakland,
California
|
$12.5M
|
-$246K
|
-2,003
|
-2%
|
|
|
504
|
Cypress Capital Group
Palm Beach,
Florida
|
$12.4M
|
+$62.5K
|
+509
|
+0.5%
|
|
|
505
|
Bollard Group
Boston,
Massachusetts
|
$12.4M
|
+$50.5K
|
+411
|
+0.4%
|
|
|
506
|
Atria Investments
Charlotte,
North Carolina
|
$12.4M
|
+$1.92M
|
+15,658
|
+18%
|
|
|
507
|
Kentucky Retirement Systems
Frankfort,
Kentucky
|
$12.4M
|
+$133K
|
+1,085
|
+1%
|
|
|
508
|
|
$12.3M
|
–
|
–
|
–
|
|
|
509
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$12.3M
|
-$122K
|
-993
|
-0.9%
|
|
|
510
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$12.3M
|
+$3.33M
|
+27,077
|
+35%
|
|
|
511
|
Osborne Partners Capital Management
San Francisco,
California
|
$12.3M
|
+$297K
|
+2,418
|
+2%
|
|
|
512
|
Boston Family Office
Boston,
Massachusetts
|
$12.2M
|
+$13.3K
|
+108
|
+0.1%
|
|
|
513
|
Banco Santander
Madrid,
Spain
|
$12.1M
|
+$11.7M
|
+95,596
|
+1,347%
|
|
|
514
|
De Burlo Group
Boston,
Massachusetts
|
$12.1M
|
+$10.5M
|
+85,400
|
+506%
|
|
|
515
|
Cullinan Associates
Louisville,
Kentucky
|
$12M
|
+$418K
|
+3,402
|
+3%
|
|
|
516
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$12M
|
+$160K
|
+1,305
|
+1%
|
|
|
517
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$11.8M
|
-$90.2K
|
-734
|
-0.8%
|
|
|
518
|
|
$11.7M
|
-$46.7M
|
-380,208
|
-79%
|
|
|
519
|
Freestone Capital Holdings
Seattle,
Washington
|
$11.6M
|
+$2.04M
|
+16,627
|
+20%
|
|
|
520
|
|
$11.6M
|
-$138K
|
-1,124
|
-1%
|
|
|
521
|
Doyle Wealth Management
St. Petersburg,
Florida
|
$11.5M
|
+$275K
|
+2,240
|
+2%
|
|
|
522
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$11.5M
|
+$12M
|
+97,352
|
New
|
|
|
523
|
Callahan Advisors
Houston,
Texas
|
$11.5M
|
-$122K
|
-994
|
-1%
|
|
|
524
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$11.4M
|
-$221K
|
-1,801
|
-2%
|
|
|
525
|
Busey Bank
Urbana,
Illinois
|
$11.3M
|
+$8.11M
|
+66,000
|
+220%
|
|
