|
401
|
Altium Wealth Management
Purchase,
New York
|
$655K
|
-$141K
|
-1,099
|
-20%
|
|
|
402
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$651K
|
+$21.9K
|
+171
|
+4%
|
|
|
403
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$647K
|
+$57.7K
|
+450
|
+12%
|
|
|
404
|
Riverview Trust Company
Vancouver,
Washington
|
$640K
|
–
|
–
|
–
|
|
|
405
|
AGF Investments Inc
Toronto,
Ontario, Canada
|
$629K
|
+$142K
|
+1,111
|
+36%
|
|
|
406
|
Symmetry Partners
Glastonbury,
Connecticut
|
$623K
|
+$43.6K
|
+340
|
+9%
|
|
|
407
|
Advisor Partners
Walnut Creek,
California
|
$615K
|
-$21K
|
-164
|
-4%
|
|
|
408
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$612K
|
+$523K
|
+4,076
|
New
|
|
|
409
|
FDx Advisors
Chicago,
Illinois
|
$611K
|
+$17.1K
|
+133
|
+3%
|
|
|
410
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$608K
|
-$144K
|
-1,125
|
-22%
|
|
|
411
|
Cigna Investments
Bloomfield,
Connecticut
|
$608K
|
+$51.2K
|
+399
|
+11%
|
|
|
412
|
Caldwell Trust
Venice,
Florida
|
$604K
|
–
|
–
|
–
|
|
|
413
|
Daiwa Securities Group
Tokyo,
Japan
|
$594K
|
–
|
–
|
–
|
|
|
414
|
Belpointe Asset Management
Reno,
Nevada
|
$589K
|
+$503K
|
+3,922
|
New
|
|
|
415
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$585K
|
-$55.9K
|
-436
|
-10%
|
|
|
416
|
Pearl River Capital
Niles,
Michigan
|
$585K
|
+$499K
|
+3,896
|
New
|
|
|
417
|
TIAA Kaspick
Boston,
Massachusetts
|
$581K
|
–
|
–
|
–
|
|
|
418
|
Kintegral Advisory
New York
|
$579K
|
–
|
–
|
–
|
|
|
419
|
Nomura Holdings
Tokyo,
Japan
|
$577K
|
+$493K
|
+3,844
|
New
|
|
|
420
|
Appleton Partners
Boston,
Massachusetts
|
$570K
|
-$9.74K
|
-76
|
-2%
|
|
|
421
|
SRB Corp
Boston,
Massachusetts
|
$563K
|
+$94.9K
|
+740
|
+25%
|
|
|
422
|
Tocqueville Asset Management
New York
|
$558K
|
-$81.9K
|
-639
|
-15%
|
|
|
423
|
HM Payson & Co
Portland,
Maine
|
$556K
|
-$19.2K
|
-150
|
-4%
|
|
|
424
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$553K
|
-$504K
|
-3,933
|
-52%
|
|
|
425
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$551K
|
-$468K
|
-3,648
|
-50%
|
|
