|
401
|
Principle Wealth Partners
Madison,
Connecticut
|
$3.8M
|
–
|
–
|
–
|
|
|
402
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$3.8M
|
–
|
–
|
–
|
|
|
403
|
SOA Wealth Advisors
New York
|
$3.8M
|
–
|
–
|
–
|
|
|
404
|
Transcend Capital Advisors
Madison,
New Jersey
|
$3.8M
|
–
|
–
|
–
|
|
|
405
|
|
$3.8M
|
–
|
–
|
–
|
|
|
406
|
Giverny Capital
Montreal,
Quebec, Canada
|
$3.8M
|
+$534K
|
+1
|
+17%
|
|
|
407
|
Tocqueville Asset Management
New York
|
$3.8M
|
+$534K
|
+1
|
+17%
|
|
|
408
|
Millennium Management
New York
|
$3.8M
|
+$1.07M
|
+2
|
+40%
|
|
|
409
|
Arvest Trust
Bartlesville,
Oklahoma
|
$3.8M
|
+$2.67M
|
+5
|
+250%
|
|
|
410
|
Barlow Wealth Partners
Louisville,
Kentucky
|
$3.8M
|
+$3.74M
|
+7
|
New
|
|
|
411
|
Durante & Waters
Brewster,
New York
|
$3.8M
|
+$3.74M
|
+7
|
New
|
|
|
412
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$3.8M
|
-$534K
|
-1
|
-13%
|
|
|
413
|
BI Asset Management Fondsmaeglerselskab
Kobenhavn,
Denmark
|
$3.8M
|
+$2.67M
|
+5
|
+250%
|
|
|
414
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.8M
|
+$3.74M
|
+7
|
New
|
|
|
415
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$3.72M
|
+$3.2M
|
+6
|
New
|
|
|
416
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$3.31M
|
–
|
–
|
–
|
|
|
417
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$3.3M
|
–
|
–
|
–
|
|
|
418
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$3.26M
|
+$4.27M
|
+8
|
New
|
|
|
419
|
AM Investment Strategies
Chattanooga,
Tennessee
|
$3.26M
|
–
|
–
|
–
|
|
|
420
|
Beaton Management Company
Haverhill,
Massachusetts
|
$3.26M
|
–
|
–
|
–
|
|
|
421
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.26M
|
–
|
–
|
–
|
|
|
422
|
Westwood Holdings Group
Dallas,
Texas
|
$3.26M
|
–
|
–
|
–
|
|
|
423
|
Cadent Capital Advisors
Tulsa,
Oklahoma
|
$3.26M
|
–
|
–
|
–
|
|
|
424
|
Cardiff Park Advisors
Carlsbad,
California
|
$3.26M
|
-$264M
|
-495
|
-99%
|
|
|
425
|
Chevy Chase Trust
Bethesda,
Maryland
|
$3.26M
|
-$534K
|
-1
|
-14%
|
|
