|
501
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$1.13M
|
+$1.17M
|
+4
|
New
|
|
|
502
|
Vista Capital Partners
Portland,
Oregon
|
$996K
|
–
|
–
|
–
|
|
|
503
|
Boston Family Office
Boston,
Massachusetts
|
$846K
|
-$293K
|
-1
|
-25%
|
|
|
504
|
|
$846K
|
–
|
–
|
–
|
|
|
505
|
AllianceBernstein
Nashville,
Tennessee
|
$846K
|
–
|
–
|
–
|
|
|
506
|
Baltimore Capital Management
Baltimore,
Maryland
|
$846K
|
–
|
–
|
–
|
|
|
507
|
Beach Investment Counsel
West Conshohocken,
Pennsylvania
|
$846K
|
–
|
–
|
–
|
|
|
508
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$846K
|
–
|
–
|
–
|
|
|
509
|
BOK Financial Private Wealth
Denver,
Colorado
|
$846K
|
–
|
–
|
–
|
|
|
510
|
Boston Trust Walden
Boston,
Massachusetts
|
$846K
|
–
|
–
|
–
|
|
|
511
|
BTC Capital Management
Des Moines,
Iowa
|
$846K
|
–
|
–
|
–
|
|
|
512
|
Cadence Bank
Tupelo,
Mississippi
|
$846K
|
–
|
–
|
–
|
|
|
513
|
Campbell Newman Asset Management
Milwaukee,
Wisconsin
|
$846K
|
–
|
–
|
–
|
|
|
514
|
Chelsea Counsel Company
Los Angeles,
California
|
$846K
|
–
|
–
|
–
|
|
|
515
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$846K
|
–
|
–
|
–
|
|
|
516
|
Cobiz Wealth
Denver,
Colorado
|
$846K
|
–
|
–
|
–
|
|
|
517
|
DeDora Capital
Napa,
California
|
$846K
|
–
|
–
|
–
|
|
|
518
|
Dimensional Fund Advisors
Austin,
Texas
|
$846K
|
–
|
–
|
–
|
|
|
519
|
Dodge & Cox
San Francisco,
California
|
$846K
|
–
|
–
|
–
|
|
|
520
|
Edgewood Management
Greenwich,
Connecticut
|
$846K
|
–
|
–
|
–
|
|
|
521
|
Endurance Wealth Management
Providence,
Rhode Island
|
$846K
|
–
|
–
|
–
|
|
|
522
|
Fiduciary Group
Savannah,
Georgia
|
$846K
|
–
|
–
|
–
|
|
|
523
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$846K
|
–
|
–
|
–
|
|
|
524
|
Giverny Capital
Montreal,
Quebec, Canada
|
$846K
|
–
|
–
|
–
|
|
|
525
|
Greenline Partners
New York
|
$846K
|
–
|
–
|
–
|
|
