|
451
|
Lucia Wealth Services
San Diego,
California
|
$1.6M
|
–
|
–
|
–
|
|
|
452
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$1.6M
|
–
|
–
|
–
|
|
|
453
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$1.6M
|
–
|
–
|
–
|
|
|
454
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$1.6M
|
–
|
–
|
–
|
|
|
455
|
North Star Investment Management
Chicago,
Illinois
|
$1.6M
|
–
|
–
|
–
|
|
|
456
|
Osterweis Capital Management
San Francisco,
California
|
$1.6M
|
–
|
–
|
–
|
|
|
457
|
Palladium Partners
Norfolk,
Virginia
|
$1.6M
|
–
|
–
|
–
|
|
|
458
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$1.6M
|
–
|
–
|
–
|
|
|
459
|
Rathbones Group
Liverpool,
United Kingdom
|
$1.6M
|
–
|
–
|
–
|
|
|
460
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.6M
|
–
|
–
|
–
|
|
|
461
|
RBO & Co
Saint Helena,
California
|
$1.6M
|
–
|
–
|
–
|
|
|
462
|
Reilly Herbert Faulkner III
|
$1.6M
|
–
|
–
|
–
|
|
|
463
|
Vestor Capital
Chicago,
Illinois
|
$1.6M
|
–
|
–
|
–
|
|
|
464
|
Wealth Architects
Mountain View,
California
|
$1.6M
|
–
|
–
|
–
|
|
|
465
|
Whitnell & Co
Oak Brook,
Illinois
|
$1.6M
|
–
|
–
|
–
|
|
|
466
|
Dodge & Cox
San Francisco,
California
|
$1.6M
|
+$619K
|
+2
|
+67%
|
|
|
467
|
First Allied Advisory Services
San Diego,
California
|
$1.6M
|
+$1.24M
|
+4
|
+400%
|
|
|
468
|
AMP Capital Investors
Sydney,
Australia
|
$1.3M
|
–
|
–
|
–
|
|
|
469
|
Continuum Advisory
Eagle,
Idaho
|
$1.29M
|
–
|
–
|
–
|
|
|
470
|
Regis Management Company
Menlo Park,
California
|
$1.28M
|
-$1.24M
|
-4
|
-50%
|
|
|
471
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$1.28M
|
-$310K
|
-1
|
-20%
|
|
|
472
|
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
$1.28M
|
-$310K
|
-1
|
-20%
|
|
|
473
|
Alesco Advisors
Pittsford,
New York
|
$1.28M
|
–
|
–
|
–
|
|
|
474
|
Biechele Royce Advisors
Fishers,
Indiana
|
$1.28M
|
–
|
–
|
–
|
|
|
475
|
Boston Financial Management
Boston,
Massachusetts
|
$1.28M
|
–
|
–
|
–
|
|
