|
301
|
KCM Investment Advisors
Greenbrae,
California
|
$1.03M
|
–
|
–
|
–
|
|
|
302
|
Montecito Bank & Trust
Santa Barbara,
California
|
$1.03M
|
–
|
–
|
–
|
|
|
303
|
MML Investors Services
Springfield,
Massachusetts
|
$1.02M
|
-$270K
|
-2,811
|
-20%
|
|
|
304
|
Peregrine Asset Advisers
Portland,
Oregon
|
$1M
|
+$1.04M
|
+10,864
|
New
|
|
|
305
|
Greystone Financial Group
Bloomfield Hills,
Michigan
|
$999K
|
+$38.1K
|
+397
|
+4%
|
|
|
306
|
Merit Financial Group
Alpharetta,
Georgia
|
$997K
|
-$707K
|
-7,367
|
-41%
|
|
|
307
|
Causeway Capital Management
Los Angeles,
California
|
$991K
|
+$1.03M
|
+10,732
|
New
|
|
|
308
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$982K
|
+$464K
|
+4,839
|
+84%
|
|
|
309
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$975K
|
–
|
–
|
–
|
|
|
310
|
Capital Research Global Investors
Los Angeles,
California
|
$969K
|
+$627K
|
+6,537
|
+166%
|
|
|
311
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$962K
|
-$18.1K
|
-189
|
-2%
|
|
|
312
|
Relative Value Partners Group
|
$954K
|
–
|
–
|
–
|
|
|
313
|
Valeo Financial Advisors
Carmel,
Indiana
|
$945K
|
-$124K
|
-1,297
|
-11%
|
|
|
314
|
Cherrydale Wealth Management
Hoboken,
New Jersey
|
$942K
|
–
|
–
|
–
|
|
|
315
|
Fiduciary Trust
Boston,
Massachusetts
|
$936K
|
–
|
–
|
–
|
|
|
316
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$924K
|
-$191M
|
-1,990,000
|
-100%
|
|
|
317
|
JMG Financial Group
Downers Grove,
Illinois
|
$924K
|
–
|
–
|
–
|
|
|
318
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$907K
|
-$97.2K
|
-1,013
|
-9%
|
|
|
319
|
NBC Securities
Birmingham,
Alabama
|
$894K
|
+$929K
|
+9,683
|
New
|
|
|
320
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$887K
|
–
|
–
|
–
|
|
|
321
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$877K
|
–
|
–
|
–
|
|
|
322
|
New Republic Capital
Charlotte,
North Carolina
|
$875K
|
–
|
–
|
–
|
|
|
323
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$873K
|
-$6.24K
|
-65
|
-0.7%
|
|
|
324
|
Credit Suisse
Zurich,
Switzerland
|
$845K
|
-$16.4M
|
-170,467
|
-95%
|
|
|
325
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$831K
|
-$192
|
-2
|
-0%
|
|
