|
351
|
Welch & Forbes
Boston,
Massachusetts
|
$3.38M
|
+$250K
|
+405
|
+9%
|
|
|
352
|
Pathstone Family Office
Englewood,
New Jersey
|
$3.31M
|
+$1.06M
|
+1,722
|
+33%
|
|
|
353
|
|
$3.29M
|
-$570K
|
-923
|
-16%
|
|
|
354
|
Vectors Research Management
New York
|
$3.16M
|
-$42.6K
|
-69
|
-1%
|
|
|
355
|
Security Asset Management
New York
|
$3.14M
|
-$71K
|
-115
|
-2%
|
|
|
356
|
Shelton Capital Management
Denver,
Colorado
|
$3.12M
|
-$482K
|
-781
|
-14%
|
|
|
357
|
Waterfront Capital Partners
New York
|
$3.11M
|
-$42.2M
|
-68,250
|
-93%
|
|
|
358
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$3.04M
|
+$432K
|
+700
|
+12%
|
|
|
359
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$3.03M
|
+$128K
|
+208
|
+5%
|
|
|
360
|
Everence Capital Management
Goshen,
Indiana
|
$3.03M
|
+$889K
|
+1,440
|
+45%
|
|
|
361
|
HNP Capital
Rochester,
New York
|
$2.92M
|
-$97K
|
-157
|
-3%
|
|
|
362
|
New Mexico Educational Retirement Board
Santa Fe,
New Mexico
|
$2.9M
|
-$124K
|
-200
|
-4%
|
|
|
363
|
Fayez Sarofim & Co
Houston,
Texas
|
$2.9M
|
–
|
–
|
–
|
|
|
364
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$2.9M
|
-$76K
|
-123
|
-3%
|
|
|
365
|
Richard Bernstein Advisors
New York
|
$2.87M
|
–
|
–
|
–
|
|
|
366
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.86M
|
-$158K
|
-255
|
-6%
|
|
|
367
|
Shell Asset Management
The Hague,
Netherlands
|
$2.81M
|
-$859K
|
-1,390
|
-24%
|
|
|
368
|
Amica Mutual Insurance
Providence,
Rhode Island
|
$2.79M
|
-$469K
|
-759
|
-15%
|
|
|
369
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.75M
|
+$127K
|
+205
|
+5%
|
|
|
370
|
Slow Capital
Greenbrae,
California
|
$2.71M
|
+$762K
|
+1,233
|
+43%
|
|
|
371
|
Ninety One (UK)
London,
United Kingdom
|
$2.7M
|
-$8.43M
|
-13,646
|
-77%
|
|
|
372
|
Advisor Partners II
Walnut Creek,
California
|
$2.69M
|
+$909K
|
+1,471
|
+56%
|
|
|
373
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$2.67M
|
+$32.7K
|
+53
|
+1%
|
|
|
374
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$2.67M
|
-$69.8K
|
-113
|
-3%
|
|
|
375
|
DoubleLine ETF Adviser
Tampa,
Florida
|
$2.67M
|
+$2.51M
|
+4,071
|
New
|
|
