|
551
|
Private Wealth Partners
Mill Valley,
California
|
$21.9M
|
+$402K
|
+1,413
|
+2%
|
|
|
552
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$21.8M
|
-$421K
|
-1,479
|
-2%
|
|
|
553
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$21.8M
|
+$275K
|
+967
|
+1%
|
|
|
554
|
Menlo Advisors
Menlo Park,
California
|
$21.8M
|
-$282K
|
-992
|
-1%
|
|
|
555
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$21.8M
|
-$674K
|
-2,370
|
-3%
|
|
|
556
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$21.5M
|
+$1.8M
|
+6,325
|
+9%
|
|
|
557
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$21.3M
|
+$79.1K
|
+278
|
+0.3%
|
|
|
558
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$21.2M
|
-$6.26K
|
-22
|
-0%
|
|
|
559
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$21.2M
|
+$484K
|
+1,701
|
+2%
|
|
|
560
|
Stephens Inc
Little Rock,
Arkansas
|
$21.1M
|
+$1.41M
|
+4,970
|
+7%
|
|
|
561
|
Magellan Asset Management
Sydney,
Australia
|
$21M
|
–
|
–
|
–
|
|
|
562
|
Kiltearn Partners
Edinburgh,
United Kingdom
|
$20.9M
|
+$1.96M
|
+6,900
|
+10%
|
|
|
563
|
Cobblestone Capital Advisors
Rochester,
New York
|
$20.9M
|
-$70K
|
-246
|
-0.3%
|
|
|
564
|
Sierra Capital
Miami,
Florida
|
$20.8M
|
+$138K
|
+485
|
+0.6%
|
|
|
565
|
Bard Financial Services
Branford,
Connecticut
|
$20.8M
|
-$107K
|
-375
|
-0.5%
|
|
|
566
|
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
$20.8M
|
+$9.16M
|
+32,200
|
+71%
|
|
|
567
|
AGF Investments Inc
Toronto,
Ontario, Canada
|
$20.8M
|
–
|
–
|
–
|
|
|
568
|
SVB Wealth
Boston,
Massachusetts
|
$20.7M
|
+$8.42M
|
+29,593
|
+62%
|
|
|
569
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$20.7M
|
-$3.03M
|
-10,656
|
-12%
|
|
|
570
|
AssetMark Inc
Concord,
California
|
$20.7M
|
-$3.39M
|
-11,896
|
-13%
|
|
|
571
|
American Financial Advisors
Marietta,
Georgia
|
$20.6M
|
+$22M
|
+77,140
|
New
|
|
|
572
|
SG Americas Securities
New York
|
$20.4M
|
+$8.25M
|
+28,999
|
+61%
|
|
|
573
|
Dowling & Yahnke
San Diego,
California
|
$20.4M
|
+$233K
|
+820
|
+1%
|
|
|
574
|
Overbrook Management Corp
New York
|
$20.3M
|
+$179K
|
+628
|
+0.8%
|
|
|
575
|
Baskin Financial Services
Toronto,
Ontario, Canada
|
$20.3M
|
+$120K
|
+422
|
+0.6%
|
|
