|
651
|
Aspiriant LLC
Los Angeles,
California
|
$30.5M
|
-$770K
|
-1,517
|
-2%
|
|
|
652
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$30.4M
|
+$192K
|
+379
|
+0.2%
|
|
|
653
|
FJ Investments
Salt Lake City,
Utah
|
$30.3M
|
–
|
–
|
–
|
|
|
654
|
Pecaut & Co
Sioux City,
Iowa
|
$30.1M
|
-$173K
|
-341
|
-0.5%
|
|
|
655
|
Focus Financial Network
Minneapolis,
Minnesota
|
$30M
|
-$356K
|
-700
|
-1%
|
|
|
656
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$29.6M
|
+$8.06M
|
+15,872
|
+35%
|
|
|
657
|
LMCG Investments
Boston,
Massachusetts
|
$29.6M
|
-$1.28M
|
-2,517
|
-4%
|
|
|
658
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$29.6M
|
+$2.63M
|
+5,184
|
+9%
|
|
|
659
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$29.4M
|
+$962K
|
+1,894
|
+3%
|
|
|
660
|
Capital Investment Advisors
Atlanta,
Georgia
|
$29.3M
|
+$880K
|
+1,733
|
+3%
|
|
|
661
|
Diversified Trust
Memphis,
Tennessee
|
$29.2M
|
-$2.41M
|
-4,753
|
-7%
|
|
|
662
|
Gabelli Funds
Rye,
New York
|
$29.2M
|
-$3.21M
|
-6,329
|
-10%
|
|
|
663
|
Zuckerman Investment Group
Chicago,
Illinois
|
$29.1M
|
-$292K
|
-575
|
-1%
|
|
|
664
|
Carret Asset Management
New York
|
$28.9M
|
+$21.8K
|
+43
|
+0.1%
|
|
|
665
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$28.8M
|
+$1.03M
|
+2,019
|
+4%
|
|
|
666
|
Boston Family Office
Boston,
Massachusetts
|
$28.7M
|
-$242K
|
-477
|
-0.8%
|
|
|
667
|
First National Trust
Hermitage,
Pennsylvania
|
$28.6M
|
-$925K
|
-1,822
|
-3%
|
|
|
668
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$28.6M
|
+$632K
|
+1,244
|
+2%
|
|
|
669
|
RWA Wealth Partners
Newton,
Massachusetts
|
$28.6M
|
-$12.9M
|
-25,447
|
-30%
|
|
|
670
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$28.5M
|
-$542K
|
-1,068
|
-2%
|
|
|
671
|
Valmark Advisers
Akron,
Ohio
|
$28.5M
|
-$73.1K
|
-144
|
-0.2%
|
|
|
672
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$28.5M
|
+$2.59M
|
+5,101
|
+10%
|
|
|
673
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$28.4M
|
+$118K
|
+233
|
+0.4%
|
|
|
674
|
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
|
$28.4M
|
+$102K
|
+201
|
+0.3%
|
|
|
675
|
Poehling Capital Management
Madison,
Wisconsin
|
$28.4M
|
+$25.9K
|
+51
|
+0.1%
|
|
