|
601
|
Gates Foundation Trust
Kirkland,
Washington
|
$2.13M
|
+$2.07M
|
+10,250
|
New
|
|
|
602
|
Mission Wealth Management
Santa Barbara,
California
|
$2.11M
|
-$22.8K
|
-113
|
-1%
|
|
|
603
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.09M
|
+$59.6K
|
+295
|
+3%
|
|
|
604
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$2.09M
|
-$17.6K
|
-87
|
-0.9%
|
|
|
605
|
LGT Fund Management
Vaduz,
Liechtenstein
|
$2.06M
|
+$2.02M
|
+10,000
|
New
|
|
|
606
|
Private Trust Company
Cleveland,
Ohio
|
$2.05M
|
-$84.9K
|
-420
|
-4%
|
|
|
607
|
New Potomac Partners
Bethesda,
Maryland
|
$2.04M
|
+$82.9K
|
+410
|
+4%
|
|
|
608
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$2.03M
|
+$1.97M
|
+9,760
|
New
|
|
|
609
|
Buckhead Capital Management
Atlanta,
Georgia
|
$2.03M
|
+$150K
|
+743
|
+8%
|
|
|
610
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$2.03M
|
+$190K
|
+939
|
+11%
|
|
|
611
|
Armstrong Shaw Associates
New Canaan,
Connecticut
|
$2.02M
|
–
|
–
|
–
|
|
|
612
|
Moors & Cabot
Boston,
Massachusetts
|
$2.02M
|
+$85.5K
|
+423
|
+5%
|
|
|
613
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$2.01M
|
-$29.9K
|
-148
|
-2%
|
|
|
614
|
Gabelli Funds
Rye,
New York
|
$2M
|
+$516K
|
+2,550
|
+36%
|
|
|
615
|
Griffin Asset Management
New York
|
$1.99M
|
-$154K
|
-760
|
-7%
|
|
|
616
|
First National Advisers
Omaha,
Nebraska
|
$1.98M
|
+$776K
|
+3,837
|
+68%
|
|
|
617
|
Comerica Securities
Detroit,
Michigan
|
$1.98M
|
-$73.4K
|
-363
|
-4%
|
|
|
618
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$1.97M
|
-$4.85K
|
-24
|
-0.3%
|
|
|
619
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$1.96M
|
+$272K
|
+1,345
|
+17%
|
|
|
620
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$1.95M
|
-$1.03M
|
-5,094
|
-35%
|
|
|
621
|
Nelson Capital Management
Menlo Park,
California
|
$1.94M
|
+$1.88M
|
+9,312
|
New
|
|
|
622
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$1.93M
|
-$189K
|
-937
|
-9%
|
|
|
623
|
Private Advisor Group
Morristown,
New Jersey
|
$1.93M
|
+$152K
|
+752
|
+9%
|
|
|
624
|
Cornercap Investment Counsel
Atlanta,
Georgia
|
$1.93M
|
+$1.87M
|
+9,254
|
New
|
|
|
625
|
Summit Financial
Parsippany,
New Jersey
|
$1.92M
|
-$11.1K
|
-55
|
-0.6%
|
|
