|
501
|
Avantax Advisory Services
Dallas,
Texas
|
$424K
|
+$390K
|
+16,096
|
New
|
|
|
502
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$423K
|
-$35.5K
|
-1,464
|
-8%
|
|
|
503
|
Permanens Capital
New York
|
$423K
|
+$60.6K
|
+2,500
|
+18%
|
|
|
504
|
Capital Bank & Trust
Irvine,
California
|
$421K
|
-$194K
|
-8,000
|
-33%
|
|
|
505
|
Harfst & Associates
Sheridan,
Wyoming
|
$414K
|
+$10.5K
|
+432
|
+3%
|
|
|
506
|
Argent Trust Co
Nashville,
Tennessee
|
$405K
|
+$60.2K
|
+2,484
|
+19%
|
|
|
507
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$397K
|
+$366K
|
+15,108
|
New
|
|
|
508
|
BOK Financial
Tulsa,
Oklahoma
|
$390K
|
–
|
–
|
–
|
|
|
509
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$388K
|
+$969
|
+40
|
+0.3%
|
|
|
510
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$387K
|
+$357K
|
+14,720
|
New
|
|
|
511
|
Endurance Wealth Management
Providence,
Rhode Island
|
$383K
|
-$7.27K
|
-300
|
-2%
|
|
|
512
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$372K
|
+$36.8K
|
+1,520
|
+12%
|
|
|
513
|
Navellier & Associates
Reno,
Nevada
|
$364K
|
-$443K
|
-18,288
|
-57%
|
|
|
514
|
First Allied Advisory Services
San Diego,
California
|
$363K
|
+$194
|
+8
|
+0.1%
|
|
|
515
|
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
$358K
|
-$736K
|
-30,400
|
-69%
|
|
|
516
|
Yorktown Management & Research Company
Forest,
Virginia
|
$358K
|
–
|
–
|
–
|
|
|
517
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$358K
|
+$6.88K
|
+284
|
+2%
|
|
|
518
|
Gilbert & Cook
West Des Moines,
Iowa
|
$358K
|
+$20.8K
|
+860
|
+7%
|
|
|
519
|
Fort LP
Chevy Chase,
Maryland
|
$351K
|
+$14.4K
|
+596
|
+5%
|
|
|
520
|
AGF Investments LLC
Toronto,
Ontario, Canada
|
$345K
|
-$702K
|
-29,000
|
-69%
|
|
|
521
|
R.H. Bluestein & Co
Birmingham,
Michigan
|
$336K
|
–
|
–
|
–
|
|
|
522
|
Wambolt & Associates
Littleton,
Colorado
|
$325K
|
+$300K
|
+12,376
|
New
|
|
|
523
|
Northeast Investment Management
Boston,
Massachusetts
|
$314K
|
–
|
–
|
–
|
|
|
524
|
Sepio Capital
Salt Lake City,
Utah
|
$312K
|
–
|
–
|
–
|
|
|
525
|
JGP Wealth Management
Bend,
Oregon
|
$311K
|
+$271K
|
+11,188
|
New
|
|
