|
126
|
Whittier Trust
South Pasadena,
California
|
$473K
|
–
|
–
|
–
|
|
|
127
|
Monetary Management Group
St Louis,
Missouri
|
$472K
|
-$317K
|
-8,000
|
-40%
|
|
|
128
|
Avantax Advisory Services
Dallas,
Texas
|
$462K
|
+$473K
|
+11,942
|
New
|
|
|
129
|
Fiduciary Trust
Boston,
Massachusetts
|
$459K
|
–
|
–
|
–
|
|
|
130
|
Pacifica Partners
Surrey,
Canada
|
$453K
|
–
|
–
|
–
|
|
|
131
|
US Bancorp
Minneapolis,
Minnesota
|
$444K
|
–
|
–
|
–
|
|
|
132
|
Azimuth Capital Management
Bloomfield Hills,
Michigan
|
$406K
|
+$43.5K
|
+1,100
|
+12%
|
|
|
133
|
Ameriprise
Minneapolis,
Minnesota
|
$404K
|
-$950
|
-24
|
-0.2%
|
|
|
134
|
Truvestments Capital
Sarasota,
Florida
|
$384K
|
-$100K
|
-2,538
|
-20%
|
|
|
135
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$374K
|
-$39.6K
|
-1,000
|
-9%
|
|
|
136
|
Centaurus Financial
Anaheim,
California
|
$364K
|
+$373K
|
+9,431
|
New
|
|
|
137
|
Bellecapital
Zurich,
Switzerland
|
$358K
|
–
|
–
|
–
|
|
|
138
|
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
|
$358K
|
-$7.1M
|
-179,297
|
-95%
|
|
|
139
|
Tandem Capital Management
Woodcliff Lake,
New Jersey
|
$356K
|
–
|
–
|
–
|
|
|
140
|
CreativeOne Wealth
Overland Park,
Kansas
|
$349K
|
–
|
–
|
–
|
|
|
141
|
Davis Rea
Toronto,
Ontario, Canada
|
$338K
|
-$9.46K
|
-239
|
-3%
|
|
|
142
|
Creative Planning
Overland Park,
Kansas
|
$332K
|
-$77.5K
|
-1,959
|
-19%
|
|
|
143
|
Essex Financial Services
Essex,
Connecticut
|
$329K
|
+$337K
|
+8,522
|
New
|
|
|
144
|
Hudson Value Partners
Palm Beach,
Florida
|
$320K
|
–
|
–
|
–
|
|
|
145
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$320K
|
+$95K
|
+2,400
|
+41%
|
|
|
146
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$319K
|
-$48.9K
|
-1,236
|
-13%
|
|
|
147
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$309K
|
+$30.9K
|
+780
|
+11%
|
|
|
148
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$301K
|
–
|
–
|
–
|
|
|
149
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$299K
|
–
|
–
|
–
|
|
|
150
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$298K
|
-$11K
|
-277
|
-3%
|
|
