|
551
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$882K
|
+$789K
|
+10,825
|
+6,601%
|
|
|
552
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$878K
|
–
|
–
|
–
|
|
|
553
|
MAI Capital Management
Independence,
Ohio
|
$867K
|
-$947
|
-13
|
-0.1%
|
|
|
554
|
Welch & Forbes
Boston,
Massachusetts
|
$866K
|
-$155K
|
-2,125
|
-16%
|
|
|
555
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$866K
|
–
|
–
|
–
|
|
|
556
|
Miller Howard Investments
Kingston,
New York
|
$865K
|
-$5.07M
|
-69,615
|
-87%
|
|
|
557
|
Williams Jones Wealth Management
New York
|
$865K
|
+$6.92K
|
+95
|
+0.9%
|
|
|
558
|
Advisor Partners
Walnut Creek,
California
|
$865K
|
+$15.9K
|
+218
|
+2%
|
|
|
559
|
OPSEU Pension Plan Trust Fund
Toronto,
Ontario, Canada
|
$859K
|
-$30.9K
|
-424
|
-4%
|
|
|
560
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$850K
|
+$716K
|
+9,817
|
New
|
|
|
561
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$842K
|
+$62.8K
|
+861
|
+9%
|
|
|
562
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$838K
|
-$116K
|
-1,587
|
-13%
|
|
|
563
|
Clarius Group LLC
Seattle,
Washington
|
$830K
|
+$31.9K
|
+438
|
+4%
|
|
|
564
|
Next Financial Group
Houston,
Texas
|
$825K
|
+$237K
|
+3,249
|
+46%
|
|
|
565
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$823K
|
+$130K
|
+1,780
|
+21%
|
|
|
566
|
Steward Partners Investment Advisory
New York
|
$816K
|
+$507K
|
+6,951
|
+217%
|
|
|
567
|
Prospera Financial Services
Dallas,
Texas
|
$815K
|
+$511K
|
+7,006
|
+223%
|
|
|
568
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$811K
|
-$36.4K
|
-500
|
-5%
|
|
|
569
|
Bollard Group
Boston,
Massachusetts
|
$806K
|
+$5.61K
|
+77
|
+0.8%
|
|
|
570
|
Clal Insurance
Tel-Aviv,
Israel
|
$803K
|
–
|
–
|
–
|
|
|
571
|
U.S. Global Investors (USGI)
San Antonio,
Texas
|
$803K
|
+$729K
|
+10,000
|
New
|
|
|
572
|
Symmetry Partners
Glastonbury,
Connecticut
|
$795K
|
–
|
–
|
–
|
|
|
573
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$792K
|
-$65K
|
-892
|
-8%
|
|
|
574
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$778K
|
+$47.3K
|
+649
|
+7%
|
|
|
575
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$767K
|
-$230K
|
-3,159
|
-25%
|
|
