|
326
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$2.25M
|
-$25.1M
|
-100
|
-10%
|
|
|
327
|
Sterling Investment Management
Tucson,
Arizona
|
$2.25M
|
-$753K
|
-3
|
-25%
|
|
|
328
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$2.25M
|
–
|
–
|
–
|
|
|
329
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$2.25M
|
–
|
–
|
–
|
|
|
330
|
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
|
$2.25M
|
–
|
–
|
–
|
|
|
331
|
Pacific Global Investment Management
Glendale,
California
|
$2.25M
|
–
|
–
|
–
|
|
|
332
|
Parthenon LLC
Louisville,
Kentucky
|
$2.25M
|
–
|
–
|
–
|
|
|
333
|
Truist Financial
Charlotte,
North Carolina
|
$2.25M
|
–
|
–
|
–
|
|
|
334
|
United Capital Financial Advisors
Irving,
Texas
|
$2.25M
|
–
|
–
|
–
|
|
|
335
|
First Midwest Bank Trust Division
Joliet,
Illinois
|
$2.25M
|
+$251K
|
+1
|
+13%
|
|
|
336
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$2.25M
|
+$251K
|
+1
|
+13%
|
|
|
337
|
Chevy Chase Trust
Bethesda,
Maryland
|
$2.25M
|
+$502K
|
+2
|
+29%
|
|
|
338
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$2.17M
|
–
|
–
|
–
|
|
|
339
|
Aspiriant LLC
Los Angeles,
California
|
$2M
|
-$124M
|
-495
|
-98%
|
|
|
340
|
SEI Investments
Oaks,
Pennsylvania
|
$2M
|
-$74M
|
-295
|
-97%
|
|
|
341
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$2M
|
-$1.51M
|
-6
|
-43%
|
|
|
342
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$2M
|
-$502K
|
-2
|
-20%
|
|
|
343
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$2M
|
-$251K
|
-1
|
-11%
|
|
|
344
|
Financial Partners Capital Management
New York
|
$2M
|
-$251K
|
-1
|
-11%
|
|
|
345
|
Compass Capital Management
Minneapolis,
Minnesota
|
$2M
|
–
|
–
|
–
|
|
|
346
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$2M
|
–
|
–
|
–
|
|
|
347
|
Front Street Capital Management
Missoula,
Montana
|
$2M
|
–
|
–
|
–
|
|
|
348
|
Gamble Jones Investment Counsel
Pasadena,
California
|
$2M
|
–
|
–
|
–
|
|
|
349
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$2M
|
–
|
–
|
–
|
|
|
350
|
Nottingham Advisors
Amherst,
New York
|
$2M
|
–
|
–
|
–
|
|
