|
676
|
Lyell Wealth Management
Menlo Park,
California
|
$6.44M
|
+$341K
|
+6,103
|
+6%
|
|
|
677
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$6.41M
|
+$5.03K
|
+90
|
+0.1%
|
|
|
678
|
Guardian Investment Management
Tiburon,
California
|
$6.38M
|
-$1.12M
|
-20,000
|
-15%
|
|
|
679
|
Copeland Capital Management
Conshohocken,
Pennsylvania
|
$6.38M
|
+$89.4K
|
+1,599
|
+1%
|
|
|
680
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$6.37M
|
+$949K
|
+16,968
|
+18%
|
|
|
681
|
Canandaigua National Corp
Canandaigua,
New York
|
$6.37M
|
+$217K
|
+3,873
|
+4%
|
|
|
682
|
Unison Asset Management
North Miami Beach,
Florida
|
$6.37M
|
-$224
|
-4
|
-0%
|
|
|
683
|
Pioneer Trust Bank
Salem,
Oregon
|
$6.36M
|
-$75K
|
-1,341
|
-1%
|
|
|
684
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$6.35M
|
+$266K
|
+4,765
|
+4%
|
|
|
685
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$6.33M
|
-$25.2M
|
-450,279
|
-80%
|
|
|
686
|
R.M. Davis Inc
Portland,
Maine
|
$6.31M
|
-$142K
|
-2,545
|
-2%
|
|
|
687
|
McKinley Capital Management
Anchorage,
Alaska
|
$6.28M
|
-$594K
|
-10,630
|
-9%
|
|
|
688
|
Fidelity International
Hamilton,
Bermuda
|
$6.27M
|
+$1.22M
|
+21,817
|
+25%
|
|
|
689
|
Perigon Wealth Management
San Francisco,
California
|
$6.24M
|
-$177K
|
-3,173
|
-3%
|
|
|
690
|
SteelPeak Wealth
Woodland Hills,
California
|
$6.21M
|
+$942K
|
+16,856
|
+18%
|
|
|
691
|
Allstate Corporation
Northbrook,
Illinois
|
$6.16M
|
-$471K
|
-8,429
|
-7%
|
|
|
692
|
Karpas Strategies
Litchfield,
Connecticut
|
$6.16M
|
+$99.8K
|
+1,785
|
+2%
|
|
|
693
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$6.14M
|
-$42.7K
|
-764
|
-0.7%
|
|
|
694
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.14M
|
+$898K
|
+16,059
|
+18%
|
|
|
695
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$6.12M
|
+$117K
|
+2,092
|
+2%
|
|
|
696
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$6.09M
|
+$24K
|
+430
|
+0.4%
|
|
|
697
|
Carret Asset Management
New York
|
$6.04M
|
-$208K
|
-3,728
|
-3%
|
|
|
698
|
Boston Research & Management
Manchester,
Massachusetts
|
$6.02M
|
+$23.8K
|
+425
|
+0.4%
|
|
|
699
|
Sandy Spring Bank
Olney,
Maryland
|
$6M
|
+$396K
|
+7,089
|
+7%
|
|
|
700
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$5.98M
|
-$48.9K
|
-874
|
-0.8%
|
|
