|
1076
|
Knights of Columbus Asset Advisors
New Haven,
Connecticut
|
$1.59M
|
+$325K
|
+5,790
|
+32%
|
|
|
1077
|
Argus Investors Counsel
New York
|
$1.59M
|
+$1.34M
|
+23,850
|
New
|
|
|
1078
|
West Paces Advisors
Atlanta,
Georgia
|
$1.59M
|
-$27K
|
-480
|
-2%
|
|
|
1079
|
Financial Perspectives
Minneapolis,
Minnesota
|
$1.58M
|
–
|
–
|
–
|
|
|
1080
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$1.58M
|
+$1.08M
|
+19,190
|
+420%
|
|
|
1081
|
TrinityPoint Wealth
Milford,
Connecticut
|
$1.57M
|
-$19.1K
|
-340
|
-1%
|
|
|
1082
|
Sompo Asset Management
Tokyo,
Japan
|
$1.56M
|
+$641K
|
+11,400
|
+95%
|
|
|
1083
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.55M
|
-$41.6K
|
-740
|
-3%
|
|
|
1084
|
Old Port Advisors
Portland,
Maine
|
$1.55M
|
+$20.2K
|
+360
|
+1%
|
|
|
1085
|
Optimum Investment Advisors
Chicago,
Illinois
|
$1.55M
|
-$141K
|
-2,500
|
-10%
|
|
|
1086
|
Cullinan Associates
Louisville,
Kentucky
|
$1.54M
|
+$225K
|
+4,000
|
+21%
|
|
|
1087
|
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
$1.54M
|
-$112K
|
-2,000
|
-8%
|
|
|
1088
|
EFG Asset Management (Americas)
Miami,
Florida
|
$1.54M
|
-$203K
|
-3,610
|
-14%
|
|
|
1089
|
Warther Private Wealth
Akron,
Ohio
|
$1.54M
|
+$50.6K
|
+900
|
+4%
|
|
|
1090
|
|
$1.53M
|
+$1.29M
|
+22,990
|
New
|
|
|
1091
|
Legacy Capital Partners
Milwaukee,
Wisconsin
|
$1.52M
|
-$95.6K
|
-1,700
|
-7%
|
|
|
1092
|
Evercore Wealth Management
New York
|
$1.51M
|
–
|
–
|
–
|
|
|
1093
|
Archford Capital Strategies
Swansea,
Illinois
|
$1.51M
|
+$100K
|
+1,780
|
+8%
|
|
|
1094
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.51M
|
+$228K
|
+4,060
|
+22%
|
|
|
1095
|
Garner Asset Management Corp
Plano,
Texas
|
$1.5M
|
+$1.12K
|
+20
|
+0.1%
|
|
|
1096
|
SRN Advisors
Huntingdon Valley,
Pennsylvania
|
$1.5M
|
+$1.27M
|
+22,580
|
New
|
|
|
1097
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$1.5M
|
-$21.9K
|
-390
|
-2%
|
|
|
1098
|
Community Capital Management
Plantation,
Florida
|
$1.5M
|
+$28.1K
|
+500
|
+2%
|
|
|
1099
|
Lake Street Private Wealth
Chicago,
Illinois
|
$1.5M
|
+$144K
|
+2,570
|
+13%
|
|
|
1100
|
Mission Wealth Management
Santa Barbara,
California
|
$1.49M
|
-$1.21M
|
-21,510
|
-49%
|
|
