|
926
|
WFA of San Diego
San Diego,
California
|
$5.1M
|
+$4.8M
|
+26,267
|
New
|
|
|
927
|
Northwest & Ethical Investments
Toronto,
Ontario, Canada
|
$5.09M
|
–
|
–
|
–
|
|
|
928
|
Brighton Jones LLC
Seattle,
Washington
|
$5.08M
|
+$239K
|
+1,310
|
+5%
|
|
|
929
|
Excalibur Management
Waltham,
Massachusetts
|
$5.07M
|
+$99.2K
|
+543
|
+2%
|
|
|
930
|
Raymond James Trust
St. Petersburg,
Florida
|
$5.07M
|
-$173K
|
-948
|
-3%
|
|
|
931
|
Hollencrest Capital Management
Newport Beach,
California
|
$5.07M
|
+$93.3K
|
+511
|
+2%
|
|
|
932
|
O'Brien Greene & Co
Media,
Pennsylvania
|
$5.07M
|
-$159K
|
-870
|
-3%
|
|
|
933
|
Telos Capital Management
San Diego,
California
|
$5.06M
|
+$293K
|
+1,604
|
+6%
|
|
|
934
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$5.06M
|
-$345K
|
-1,890
|
-6%
|
|
|
935
|
Stokes Family Office
New Orleans,
Louisiana
|
$5.05M
|
-$548K
|
-3,003
|
-10%
|
|
|
936
|
Bedell Frazier Investment Counselling
Walnut Creek,
California
|
$5.05M
|
+$406K
|
+2,222
|
+9%
|
|
|
937
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$5.04M
|
+$130K
|
+711
|
+3%
|
|
|
938
|
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
|
$5.04M
|
+$146K
|
+800
|
+3%
|
|
|
939
|
Monterey Private Wealth
Monterey,
California
|
$5.04M
|
-$101K
|
-552
|
-2%
|
|
|
940
|
Conning Inc
Hartford,
Connecticut
|
$5.03M
|
-$212K
|
-1,159
|
-4%
|
|
|
941
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$5M
|
-$69.9K
|
-383
|
-1%
|
|
|
942
|
Sumitomo Life Insurance
Tokyo,
Japan
|
$4.99M
|
-$444K
|
-2,431
|
-8%
|
|
|
943
|
|
$4.99M
|
-$365
|
-2
|
-0%
|
|
|
944
|
Karpas Strategies
Litchfield,
Connecticut
|
$4.97M
|
–
|
–
|
–
|
|
|
945
|
Corient Capital Partners
Newport Beach,
California
|
$4.96M
|
-$1.1M
|
-5,997
|
-18%
|
|
|
946
|
Searcy Financial Services
Overland Park,
Kansas
|
$4.95M
|
+$137K
|
+751
|
+3%
|
|
|
947
|
Buckhead Capital Management
Atlanta,
Georgia
|
$4.95M
|
+$55.7K
|
+305
|
+1%
|
|
|
948
|
Tidal Investments
Milwaukee,
Wisconsin
|
$4.91M
|
+$3.15M
|
+17,244
|
+168%
|
|
|
949
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$4.9M
|
-$261K
|
-1,429
|
-5%
|
|
|
950
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$4.9M
|
-$167K
|
-916
|
-3%
|
|
