|
1001
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$1.21M
|
-$351K
|
-3,061
|
-25%
|
|
|
1002
|
SG Americas Securities
New York
|
$1.21M
|
-$8.68M
|
-75,690
|
-89%
|
|
|
1003
|
Fiduciary Alliance
Greenville,
South Carolina
|
$1.2M
|
-$10.2K
|
-89
|
-1%
|
|
|
1004
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$1.2M
|
–
|
–
|
–
|
|
|
1005
|
626 Financial
Portage,
Michigan
|
$1.2M
|
–
|
–
|
–
|
|
|
1006
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$1.2M
|
+$23.1K
|
+201
|
+2%
|
|
|
1007
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$1.19M
|
–
|
–
|
–
|
|
|
1008
|
Valmark Advisers
Akron,
Ohio
|
$1.19M
|
+$3.56K
|
+31
|
+0.3%
|
|
|
1009
|
Atomi Financial Group
New York
|
$1.19M
|
+$172K
|
+1,503
|
+20%
|
|
|
1010
|
Fiduciary Group
Savannah,
Georgia
|
$1.19M
|
-$5.74K
|
-50
|
-0.6%
|
|
|
1011
|
Pettee Investors
Rowayton,
Connecticut
|
$1.19M
|
-$61.4K
|
-535
|
-6%
|
|
|
1012
|
Invesco LLC (Illinois)
Des Plaines,
Illinois
|
$1.19M
|
+$67.8K
|
+591
|
+7%
|
|
|
1013
|
Truvestments Capital
Sarasota,
Florida
|
$1.19M
|
-$114K
|
-996
|
-10%
|
|
|
1014
|
Bridgewater Associates
Westport,
Connecticut
|
$1.18M
|
+$1.02M
|
+8,872
|
New
|
|
|
1015
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.18M
|
+$419K
|
+3,655
|
+70%
|
|
|
1016
|
Guinness Atkinson Asset Management
Pasadena,
California
|
$1.18M
|
–
|
–
|
–
|
|
|
1017
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$1.17M
|
-$269K
|
-2,347
|
-21%
|
|
|
1018
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$1.17M
|
+$35.8K
|
+312
|
+4%
|
|
|
1019
|
Corda Investment Management
Houston,
Texas
|
$1.17M
|
+$1.01M
|
+8,796
|
New
|
|
|
1020
|
Garrison Point Advisors
Walnut Creek,
California
|
$1.17M
|
-$50.5K
|
-440
|
-5%
|
|
|
1021
|
Essex Savings Bank
Essex,
Connecticut
|
$1.16M
|
-$67.9K
|
-592
|
-6%
|
|
|
1022
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$1.16M
|
–
|
–
|
–
|
|
|
1023
|
Hilltop Partners
Mishawaka,
Indiana
|
$1.15M
|
+$14.6K
|
+127
|
+1%
|
|
|
1024
|
Chilton Investment Company
Stamford,
Connecticut
|
$1.15M
|
+$609K
|
+5,310
|
+159%
|
|
|
1025
|
Fidelis Capital Partners
Tampa,
Florida
|
$1.15M
|
+$14.1K
|
+123
|
+1%
|
|
