|
626
|
Cheviot Value Management
Beverly Hills,
California
|
$13.7M
|
-$100K
|
-539
|
-0.7%
|
|
|
627
|
Simplicity Wealth
Summit,
New Jersey
|
$13.6M
|
+$9.87M
|
+53,047
|
+182%
|
|
|
628
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$13.6M
|
+$2.63M
|
+14,150
|
+21%
|
|
|
629
|
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
$13.6M
|
-$13.9M
|
-74,904
|
-48%
|
|
|
630
|
Keystone Financial Planning
Cleveland,
Ohio
|
$13.6M
|
+$10.6M
|
+56,954
|
+229%
|
|
|
631
|
Clear Trail Advisors
Houston,
Texas
|
$13.5M
|
+$1M
|
+5,383
|
+7%
|
|
|
632
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$13.5M
|
-$178K
|
-958
|
-1%
|
|
|
633
|
Summit Trail Advisors
New York
|
$13.5M
|
-$549K
|
-2,948
|
-3%
|
|
|
634
|
Stockman Wealth Management
Billings,
Montana
|
$13.5M
|
-$487K
|
-2,614
|
-3%
|
|
|
635
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$13.5M
|
+$375K
|
+2,016
|
+3%
|
|
|
636
|
TD Private Client Wealth
New York
|
$13.5M
|
-$2.14M
|
-11,487
|
-12%
|
|
|
637
|
TIAA-CREF Individual & Institutional Services
New York
|
$13.5M
|
+$233K
|
+1,253
|
+2%
|
|
|
638
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$13.5M
|
-$16K
|
-86
|
-0.1%
|
|
|
639
|
NFJ Investment Group
Dallas,
Texas
|
$13.5M
|
-$6.38M
|
-34,254
|
-30%
|
|
|
640
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$13.4M
|
+$597K
|
+3,205
|
+4%
|
|
|
641
|
First American Bank
Dundee,
Illinois
|
$13.4M
|
-$101K
|
-545
|
-0.7%
|
|
|
642
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$13.4M
|
+$7.73M
|
+41,552
|
+106%
|
|
|
643
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$13.4M
|
-$5.96K
|
-32
|
-0%
|
|
|
644
|
Spirepoint Private Client
Vero Beach,
Florida
|
$13.3M
|
+$498K
|
+2,678
|
+3%
|
|
|
645
|
NBT Bank
Norwich,
New York
|
$13.2M
|
-$428K
|
-2,299
|
-3%
|
|
|
646
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$13.2M
|
-$638K
|
-3,428
|
-4%
|
|
|
647
|
Burton Enright Welch
Walnut Creek,
California
|
$13.1M
|
-$264K
|
-1,419
|
-2%
|
|
|
648
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$13.1M
|
-$863K
|
-4,635
|
-6%
|
|
|
649
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$13.1M
|
+$695K
|
+3,735
|
+5%
|
|
|
650
|
Estabrook Capital Management
New York
|
$13M
|
-$237K
|
-1,272
|
-2%
|
|
