|
676
|
Karpas Strategies
Litchfield,
Connecticut
|
$926K
|
–
|
–
|
–
|
|
|
677
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$926K
|
-$86.7K
|
-469
|
-9%
|
|
|
678
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$914K
|
–
|
–
|
–
|
|
|
679
|
Siemens Fonds Invest
Munich,
Germany
|
$914K
|
–
|
–
|
–
|
|
|
680
|
First National Advisers
Omaha,
Nebraska
|
$912K
|
+$10.5K
|
+57
|
+1%
|
|
|
681
|
Ballentine Partners
Waltham,
Massachusetts
|
$911K
|
-$4.25K
|
-23
|
-0.5%
|
|
|
682
|
|
$904K
|
+$901K
|
+4,877
|
New
|
|
|
683
|
Elkhorn Partners
Omaha,
Nebraska
|
$899K
|
+$196K
|
+1,060
|
+28%
|
|
|
684
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$897K
|
+$55.6K
|
+301
|
+7%
|
|
|
685
|
Modera Wealth Management
Westwood,
New Jersey
|
$889K
|
+$887K
|
+4,798
|
New
|
|
|
686
|
Lantz Financial
Naperville,
Illinois
|
$881K
|
-$17K
|
-92
|
-2%
|
|
|
687
|
Financial Counselors Inc
Overland Park,
Kansas
|
$878K
|
-$44.7K
|
-242
|
-5%
|
|
|
688
|
Beacon Pointe Advisors
Newport Beach,
California
|
$871K
|
+$527K
|
+2,852
|
+154%
|
|
|
689
|
Fund Management at Engine No 1
San Francisco,
California
|
$868K
|
+$59.1K
|
+320
|
+7%
|
|
|
690
|
Meeder Advisory Services
Dublin,
Ohio
|
$867K
|
+$117K
|
+634
|
+16%
|
|
|
691
|
LMCG Investments
Boston,
Massachusetts
|
$856K
|
-$702K
|
-3,800
|
-45%
|
|
|
692
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$850K
|
–
|
–
|
–
|
|
|
693
|
Boltwood Capital Management
Walnut Creek,
California
|
$850K
|
–
|
–
|
–
|
|
|
694
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$849K
|
+$47.1K
|
+255
|
+6%
|
|
|
695
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$845K
|
–
|
–
|
–
|
|
|
696
|
Caprock Group
Boise,
Idaho
|
$844K
|
-$103K
|
-557
|
-11%
|
|
|
697
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$843K
|
+$27.9K
|
+151
|
+3%
|
|
|
698
|
Zuckerman Investment Group
Chicago,
Illinois
|
$841K
|
-$5.54K
|
-30
|
-0.7%
|
|
|
699
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$839K
|
-$11.1K
|
-60
|
-1%
|
|
|
700
|
Desjardins Global Asset Management
Montreal,
Quebec, Canada
|
$838K
|
+$443K
|
+2,396
|
+113%
|
|
