|
526
|
Sentinel Trust
Houston,
Texas
|
$1.09M
|
+$1.27M
|
+4
|
New
|
|
|
527
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1.09M
|
+$1.27M
|
+4
|
New
|
|
|
528
|
Vista Capital Partners
Portland,
Oregon
|
$902K
|
-$52.3M
|
-164
|
-3%
|
|
|
529
|
Newport Wealth Strategies
Irvine,
California
|
$869K
|
-$319K
|
-1
|
-25%
|
|
|
530
|
Means Investment Company
Bangor,
Maine
|
$839K
|
–
|
–
|
–
|
|
|
531
|
AKRE Capital Management
Middleburg,
Virginia
|
$816K
|
-$12.4M
|
-39
|
-93%
|
|
|
532
|
|
$816K
|
-$319K
|
-1
|
-25%
|
|
|
533
|
|
$816K
|
-$319K
|
-1
|
-25%
|
|
|
534
|
Envestnet Asset Management
Chicago,
Illinois
|
$816K
|
-$319K
|
-1
|
-25%
|
|
|
535
|
AllianceBernstein
Nashville,
Tennessee
|
$816K
|
–
|
–
|
–
|
|
|
536
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$816K
|
–
|
–
|
–
|
|
|
537
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$816K
|
–
|
–
|
–
|
|
|
538
|
Beach Investment Counsel
West Conshohocken,
Pennsylvania
|
$816K
|
–
|
–
|
–
|
|
|
539
|
Boston Common Asset Management
Boston,
Massachusetts
|
$816K
|
–
|
–
|
–
|
|
|
540
|
Boston Family Office
Boston,
Massachusetts
|
$816K
|
–
|
–
|
–
|
|
|
541
|
Boston Financial Management
Boston,
Massachusetts
|
$816K
|
–
|
–
|
–
|
|
|
542
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$816K
|
–
|
–
|
–
|
|
|
543
|
Cadence Bank
Tupelo,
Mississippi
|
$816K
|
–
|
–
|
–
|
|
|
544
|
Campbell Newman Asset Management
Milwaukee,
Wisconsin
|
$816K
|
–
|
–
|
–
|
|
|
545
|
Chelsea Counsel Company
Los Angeles,
California
|
$816K
|
–
|
–
|
–
|
|
|
546
|
Chicago Capital
Chicago,
Illinois
|
$816K
|
–
|
–
|
–
|
|
|
547
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$816K
|
–
|
–
|
–
|
|
|
548
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$816K
|
–
|
–
|
–
|
|
|
549
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$816K
|
–
|
–
|
–
|
|
|
550
|
CRA Financial Services
Northfield,
New Jersey
|
$816K
|
–
|
–
|
–
|
|
