|
926
|
Needham Investment Management
New York
|
$1.25M
|
–
|
–
|
–
|
|
|
927
|
Value Partners Investments
Winnipeg,
Manitoba, Canada
|
$1.24M
|
+$84.8K
|
+591
|
+7%
|
|
|
928
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
$1.24M
|
+$159K
|
+1,106
|
+14%
|
|
|
929
|
Lifestyle Asset Management
Friendswood,
Texas
|
$1.23M
|
-$63K
|
-439
|
-5%
|
|
|
930
|
TrinityPoint Wealth
Milford,
Connecticut
|
$1.22M
|
-$55.5K
|
-387
|
-4%
|
|
|
931
|
Wealthspire Advisors (New York)
New York
|
$1.22M
|
+$463K
|
+3,228
|
+58%
|
|
|
932
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.22M
|
+$17.2K
|
+120
|
+1%
|
|
|
933
|
Commonwealth Retirement Investments
Richmond,
Virginia
|
$1.22M
|
+$1.26M
|
+8,782
|
New
|
|
|
934
|
Eagle Harbor Asset Management
Seattle,
Washington
|
$1.22M
|
-$118K
|
-820
|
-9%
|
|
|
935
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$1.2M
|
+$147K
|
+1,025
|
+13%
|
|
|
936
|
Donoghue Forlines
Boston,
Massachusetts
|
$1.2M
|
-$52.9K
|
-369
|
-4%
|
|
|
937
|
Delphi Management
Brookline,
Massachusetts
|
$1.2M
|
-$152K
|
-1,061
|
-11%
|
|
|
938
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$1.2M
|
+$25.8K
|
+180
|
+2%
|
|
|
939
|
Great Lakes Retirement
Sandusky,
Ohio
|
$1.2M
|
+$80.2K
|
+559
|
+7%
|
|
|
940
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.2M
|
+$12.3K
|
+86
|
+1%
|
|
|
941
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$1.2M
|
-$4.3K
|
-30
|
-0.3%
|
|
|
942
|
Hollencrest Capital Management
Newport Beach,
California
|
$1.19M
|
–
|
–
|
–
|
|
|
943
|
Brighton Jones LLC
Seattle,
Washington
|
$1.19M
|
-$65.4K
|
-456
|
-5%
|
|
|
944
|
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
$1.19M
|
-$12.4M
|
-86,422
|
-91%
|
|
|
945
|
Qsemble Capital Management
New York
|
$1.19M
|
+$1.23M
|
+8,600
|
New
|
|
|
946
|
EFG Asset Management
Portland,
Oregon
|
$1.19M
|
+$129K
|
+902
|
+12%
|
|
|
947
|
Royal Harbor Partners
Houston,
Texas
|
$1.19M
|
+$23.2K
|
+162
|
+2%
|
|
|
948
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.19M
|
+$157K
|
+1,096
|
+15%
|
|
|
949
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.18M
|
+$860
|
+6
|
+0.1%
|
|
|
950
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.18M
|
+$1.23M
|
+8,544
|
New
|
|
