|
501
|
Cohen Klingenstein
New York
|
$1.43M
|
–
|
–
|
–
|
|
|
502
|
Needham Investment Management
New York
|
$1.43M
|
–
|
–
|
–
|
|
|
503
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$1.42M
|
+$210K
|
+282
|
+17%
|
|
|
504
|
Carderock Capital Management
Chevy Chase,
Maryland
|
$1.42M
|
+$1.48M
|
+1,989
|
New
|
|
|
505
|
Physicians Financial Services
Raleigh,
North Carolina
|
$1.41M
|
–
|
–
|
–
|
|
|
506
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$1.41M
|
+$74.4K
|
+100
|
+5%
|
|
|
507
|
Patton Fund Management
Dallas,
Texas
|
$1.39M
|
-$345K
|
-464
|
-19%
|
|
|
508
|
Sustainable Insight Capital Management
New York
|
$1.39M
|
+$1.45M
|
+1,944
|
New
|
|
|
509
|
Optimal Asset Management
Los Altos,
California
|
$1.37M
|
-$744
|
-1
|
-0.1%
|
|
|
510
|
American Portfolios Advisors
Holbrook,
New York
|
$1.35M
|
+$362K
|
+486
|
+34%
|
|
|
511
|
IFP Advisors
Tampa,
Florida
|
$1.33M
|
+$78.2K
|
+105
|
+6%
|
|
|
512
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$1.33M
|
-$82.6K
|
-111
|
-6%
|
|
|
513
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$1.32M
|
+$1.37M
|
+1,847
|
New
|
|
|
514
|
Paloma Partners
Greenwich,
Connecticut
|
$1.3M
|
+$1.35M
|
+1,817
|
New
|
|
|
515
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$1.29M
|
-$770K
|
-1,034
|
-36%
|
|
|
516
|
Prospera Financial Services
Dallas,
Texas
|
$1.26M
|
+$52.8K
|
+71
|
+4%
|
|
|
517
|
Taylor Frigon Capital Management
Scottsdale,
Arizona
|
$1.25M
|
-$4.47K
|
-6
|
-0.3%
|
|
|
518
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$1.24M
|
+$19.4K
|
+26
|
+2%
|
|
|
519
|
Bruderman Asset Management
Locust Valley,
New York
|
$1.2M
|
+$95.3K
|
+128
|
+8%
|
|
|
520
|
Illinois Municipal Retirement Fund
Oak Brook,
Illinois
|
$1.18M
|
+$549K
|
+738
|
+81%
|
|
|
521
|
Bessemer Group
Woodbridge,
New Jersey
|
$1.17M
|
+$26.8K
|
+36
|
+2%
|
|
|
522
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.17M
|
+$661K
|
+888
|
+119%
|
|
|
523
|
Insight Wealth Strategies
San Ramon,
California
|
$1.16M
|
+$101K
|
+136
|
+9%
|
|
|
524
|
Oribel Capital Management
New York
|
$1.14M
|
-$149K
|
-200
|
-11%
|
|
|
525
|
Evercore Wealth Management
New York
|
$1.14M
|
+$149K
|
+200
|
+14%
|
|
