|
701
|
United Asset Strategies
Garden City,
New York
|
$5.8M
|
+$193K
|
+2,100
|
+4%
|
|
|
702
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$5.78M
|
+$81.2K
|
+883
|
+1%
|
|
|
703
|
Jefferies Financial Group
New York
|
$5.72M
|
-$4.28M
|
-46,545
|
-44%
|
|
|
704
|
Grassi Investment Management
Santa Clara,
California
|
$5.71M
|
-$538K
|
-5,851
|
-9%
|
|
|
705
|
Lazard Asset Management
New York
|
$5.69M
|
-$1.38M
|
-14,980
|
-20%
|
|
|
706
|
Harbour Trust & Investment Management
Michigan City,
Indiana
|
$5.69M
|
+$172K
|
+1,870
|
+3%
|
|
|
707
|
Global Retirement Partners
San Rafael,
California
|
$5.66M
|
-$122K
|
-1,327
|
-2%
|
|
|
708
|
Principal Securities
Des Moines,
Iowa
|
$5.65M
|
+$241K
|
+2,615
|
+5%
|
|
|
709
|
World Investment Advisors
Santa Barbara,
California
|
$5.61M
|
+$4.2M
|
+45,615
|
+358%
|
|
|
710
|
UMB Bank
Kansas City,
Missouri
|
$5.61M
|
-$856K
|
-9,308
|
-14%
|
|
|
711
|
Bourgeon Capital Management
Darien,
Connecticut
|
$5.6M
|
-$1.97M
|
-21,399
|
-27%
|
|
|
712
|
Toth Financial Advisory
Leesburg,
Virginia
|
$5.6M
|
-$287K
|
-3,123
|
-5%
|
|
|
713
|
Leuthold Group
Minneapolis,
Minnesota
|
$5.59M
|
+$5.35M
|
+58,148
|
New
|
|
|
714
|
Churchill Management
Los Angeles,
California
|
$5.58M
|
-$200K
|
-2,170
|
-4%
|
|
|
715
|
First American Bank
Dundee,
Illinois
|
$5.56M
|
-$117K
|
-1,272
|
-2%
|
|
|
716
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$5.56M
|
-$66.2K
|
-719
|
-1%
|
|
|
717
|
Meiji Yasuda Asset Management
Tokyo,
Japan
|
$5.55M
|
-$860K
|
-9,342
|
-14%
|
|
|
718
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$5.55M
|
+$188K
|
+2,039
|
+1%
|
|
|
719
|
First Interstate Bank
Billings,
Montana
|
$5.54M
|
-$151K
|
-1,646
|
-3%
|
|
|
720
|
IQ EQ Fund Management
Dublin 2,
Ireland
|
$5.54M
|
–
|
–
|
–
|
|
|
721
|
Sicart Associates
New York
|
$5.53M
|
–
|
–
|
–
|
|
|
722
|
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
|
$5.53M
|
-$49.4K
|
-537
|
-0.9%
|
|
|
723
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$5.53M
|
-$1.13M
|
-12,313
|
-18%
|
|
|
724
|
Beta Wealth Group
San Diego,
California
|
$5.46M
|
+$352K
|
+3,822
|
+7%
|
|
|
725
|
Vision Capital Management
Portland,
Oregon
|
$5.45M
|
+$53.9K
|
+586
|
+1%
|
|
