|
501
|
Spire Wealth Management
Mclean,
Virginia
|
$996K
|
+$521K
|
+3,128
|
+121%
|
|
|
502
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$994K
|
-$233K
|
-1,396
|
-20%
|
|
|
503
|
American Portfolios Advisors
Holbrook,
New York
|
$980K
|
-$664K
|
-3,986
|
-41%
|
|
|
504
|
Sandy Spring Bank
Olney,
Maryland
|
$974K
|
–
|
–
|
–
|
|
|
505
|
Altium Wealth Management
Purchase,
New York
|
$966K
|
+$473K
|
+2,836
|
+105%
|
|
|
506
|
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
|
$964K
|
-$8.67K
|
-52
|
-0.9%
|
|
|
507
|
Donaldson Capital Management
Evansville,
Indiana
|
$960K
|
-$33.2K
|
-199
|
-3%
|
|
|
508
|
Fulcrum Asset Management
London,
United Kingdom
|
$954K
|
–
|
–
|
–
|
|
|
509
|
Viewpoint Capital Management
Seattle,
Washington
|
$953K
|
+$911K
|
+5,466
|
New
|
|
|
510
|
Whittier Trust
South Pasadena,
California
|
$947K
|
+$54.7K
|
+328
|
+6%
|
|
|
511
|
Hilltop Holdings
Dallas,
Texas
|
$943K
|
+$190K
|
+1,138
|
+27%
|
|
|
512
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$942K
|
+$71.8K
|
+431
|
+9%
|
|
|
513
|
Meag Munich Ergo
Munich,
Germany
|
$917K
|
-$912K
|
-5,473
|
-51%
|
|
|
514
|
Hussman Strategic Advisors
Ellicott City,
Maryland
|
$907K
|
-$167K
|
-1,000
|
-16%
|
|
|
515
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$906K
|
+$54K
|
+324
|
+7%
|
|
|
516
|
Coldstream Capital Management
Bellevue,
Washington
|
$901K
|
-$127K
|
-764
|
-13%
|
|
|
517
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$901K
|
+$408K
|
+2,445
|
+90%
|
|
|
518
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$899K
|
-$678K
|
-4,067
|
-44%
|
|
|
519
|
Tidal Investments
Milwaukee,
Wisconsin
|
$895K
|
+$201K
|
+1,207
|
+31%
|
|
|
520
|
Kesler Norman & Wride
Ogden,
Utah
|
$894K
|
+$21.7K
|
+130
|
+3%
|
|
|
521
|
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
$889K
|
-$100K
|
-600
|
-11%
|
|
|
522
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$889K
|
–
|
–
|
–
|
|
|
523
|
People's United Financial
Bridgeport,
Connecticut
|
$886K
|
-$1.08M
|
-6,500
|
-56%
|
|
|
524
|
AGF Investments LLC
Toronto,
Ontario, Canada
|
$877K
|
+$193K
|
+1,159
|
+30%
|
|
|
525
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$876K
|
–
|
–
|
–
|
|
