|
501
|
Veritable
Wilmington,
Delaware
|
$926K
|
-$62.7K
|
-5,352
|
-7%
|
|
|
502
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$917K
|
-$20.2K
|
-1,725
|
-2%
|
|
|
503
|
Naples Global Advisors
Naples,
Florida
|
$909K
|
-$17.6K
|
-1,500
|
-2%
|
|
|
504
|
Williams Jones & Associates
New York
|
$908K
|
+$753K
|
+64,350
|
+596%
|
|
|
505
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$906K
|
+$4.39K
|
+375
|
+0.5%
|
|
|
506
|
Aspiriant Holdings S3
Los Angeles,
California
|
$905K
|
+$66.7K
|
+5,700
|
+8%
|
|
|
507
|
Roundview Capital
Princeton,
New Jersey
|
$892K
|
+$878
|
+75
|
+0.1%
|
|
|
508
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$891K
|
+$35.4K
|
+3,024
|
+4%
|
|
|
509
|
Guardian Investment Management
Tiburon,
California
|
$888K
|
–
|
–
|
–
|
|
|
510
|
Putnam Investments
Boston,
Massachusetts
|
$879K
|
-$586K
|
-50,010
|
-41%
|
|
|
511
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$879K
|
+$852K
|
+72,750
|
New
|
|
|
512
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$873K
|
-$689K
|
-58,845
|
-44%
|
|
|
513
|
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
$867K
|
-$29.6M
|
-2,527,170
|
-97%
|
|
|
514
|
Amalgamated Bank
New York
|
$864K
|
-$137K
|
-11,718
|
-14%
|
|
|
515
|
United Capital Financial Advisors
Irving,
Texas
|
$854K
|
-$3.13K
|
-267
|
-0.4%
|
|
|
516
|
Pitcairn
Conshohocken,
Pennsylvania
|
$849K
|
+$2.25K
|
+192
|
+0.3%
|
|
|
517
|
Great Lakes Advisors
Chicago,
Illinois
|
$840K
|
+$814K
|
+69,540
|
New
|
|
|
518
|
Investment Partners
New Philadelphia,
Ohio
|
$840K
|
+$816K
|
+69,666
|
New
|
|
|
519
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$837K
|
+$56.3K
|
+4,809
|
+7%
|
|
|
520
|
Central Trust Company
Jefferson City,
Missouri
|
$832K
|
-$902K
|
-77,037
|
-53%
|
|
|
521
|
E. Ohman J:or Asset Management
Stockholm,
Sweden
|
$831K
|
–
|
–
|
–
|
|
|
522
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$829K
|
–
|
–
|
–
|
|
|
523
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$826K
|
+$15K
|
+1,278
|
+2%
|
|
|
524
|
IFC Holdings
Tampa,
Florida
|
$822K
|
+$337K
|
+28,749
|
+75%
|
|
|
525
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$816K
|
-$50.3K
|
-4,299
|
-6%
|
|
