|
501
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$121K
|
-$8.48K
|
-70
|
-7%
|
|
|
502
|
D.A. Davidson & Co
Great Falls,
Montana
|
$102K
|
-$36.3K
|
-300
|
-27%
|
|
|
503
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$96K
|
–
|
–
|
–
|
|
|
504
|
Park Avenue Institutional Advisers
New York
|
$96K
|
–
|
–
|
–
|
|
|
505
|
American Research & Management Company
Marion,
Massachusetts
|
$90K
|
–
|
–
|
–
|
|
|
506
|
|
$88K
|
–
|
–
|
–
|
|
|
507
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$84K
|
-$30.8K
|
-254
|
-28%
|
|
|
508
|
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
$79K
|
-$484
|
-4
|
-0.7%
|
|
|
509
|
Redwood Investments
Boston,
Massachusetts
|
$79K
|
–
|
–
|
–
|
|
|
510
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$77K
|
+$29.7K
|
+245
|
+70%
|
|
|
511
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$69K
|
+$4.6K
|
+38
|
+8%
|
|
|
512
|
MV Capital Management
Bethesda,
Maryland
|
$66K
|
-$34.5K
|
-285
|
-36%
|
|
|
513
|
Advisors Asset Management
Monument,
Colorado
|
$64K
|
-$12.1K
|
-100
|
-17%
|
|
|
514
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$64K
|
–
|
–
|
–
|
|
|
515
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$60K
|
-$105K
|
-870
|
-65%
|
|
|
516
|
Brown Brothers Harriman & Co
New York
|
$60K
|
+$9.21K
|
+76
|
+19%
|
|
|
517
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$58K
|
-$189K
|
-1,561
|
-77%
|
|
|
518
|
Security National Trust
Wheeling,
West Virginia
|
$58K
|
-$10.9K
|
-90
|
-17%
|
|
|
519
|
Guardian Life Insurance
New York
|
$56K
|
–
|
–
|
–
|
|
|
520
|
Versant Capital Management
Phoenix,
Arizona
|
$53K
|
–
|
–
|
–
|
|
|
521
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$44K
|
+$41.1K
|
+339
|
New
|
|
|
522
|
J. Safra Asset Management
New York
|
$44K
|
+$41.4K
|
+342
|
New
|
|
|
523
|
Shinko Asset Management Company
Tokyo,
Japan
|
$42K
|
–
|
–
|
–
|
|
|
524
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$42K
|
+$21.2K
|
+175
|
+117%
|
|
|
525
|
Perigon Wealth Management
San Francisco,
California
|
$41K
|
–
|
–
|
–
|
|
