|
526
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$1.22M
|
+$626K
|
+2
|
+100%
|
|
|
527
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$1.22M
|
+$626K
|
+2
|
+100%
|
|
|
528
|
First National Trust
Hermitage,
Pennsylvania
|
$1.22M
|
+$939K
|
+3
|
+300%
|
|
|
529
|
Bayesian Capital Management
Brooklyn,
New York
|
$1.22M
|
+$1.25M
|
+4
|
New
|
|
|
530
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$1.22M
|
+$1.25M
|
+4
|
New
|
|
|
531
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$1.22M
|
+$1.25M
|
+4
|
New
|
|
|
532
|
CRA Financial Services
Northfield,
New Jersey
|
$1.22M
|
+$1.25M
|
+4
|
New
|
|
|
533
|
Executive Wealth Management
Brighton,
Michigan
|
$1.22M
|
+$1.25M
|
+4
|
New
|
|
|
534
|
Institute for Wealth Management
Denver,
Colorado
|
$1.22M
|
+$1.25M
|
+4
|
New
|
|
|
535
|
London & Capital Asset Management
London,
United Kingdom
|
$1.22M
|
+$1.25M
|
+4
|
New
|
|
|
536
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$1.22M
|
+$1.25M
|
+4
|
New
|
|
|
537
|
AMP Capital Investors
Sydney,
Australia
|
$1.21M
|
–
|
–
|
–
|
|
|
538
|
Vista Capital Partners
Portland,
Oregon
|
$1.05M
|
-$78.3M
|
-250
|
-5%
|
|
|
539
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$960K
|
–
|
–
|
–
|
|
|
540
|
Greenline Partners
New York
|
$960K
|
–
|
–
|
–
|
|
|
541
|
Beach Investment Counsel
West Conshohocken,
Pennsylvania
|
$934K
|
–
|
–
|
–
|
|
|
542
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$918K
|
-$93M
|
-297
|
-99%
|
|
|
543
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$918K
|
-$62.6M
|
-200
|
-40%
|
|
|
544
|
Wealth Architects
Mountain View,
California
|
$918K
|
-$62.6M
|
-200
|
-40%
|
|
|
545
|
BKS Advisors
Southfield,
Michigan
|
$918K
|
-$626K
|
-2
|
-40%
|
|
|
546
|
Boston Financial Management
Boston,
Massachusetts
|
$918K
|
-$313K
|
-1
|
-25%
|
|
|
547
|
|
$918K
|
–
|
–
|
–
|
|
|
548
|
AllianceBernstein
Nashville,
Tennessee
|
$918K
|
–
|
–
|
–
|
|
|
549
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$918K
|
–
|
–
|
–
|
|
|
550
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$918K
|
–
|
–
|
–
|
|
