|
801
|
Cerity Partners OCIO
New York
|
$1.54M
|
+$18.9K
|
+268
|
+1%
|
|
|
802
|
Bennicas & Associates
Portola Valley,
California
|
$1.54M
|
–
|
–
|
–
|
|
|
803
|
Trust Company of Toledo
Holland,
Ohio
|
$1.53M
|
-$27.4K
|
-388
|
-2%
|
|
|
804
|
Lehman Financial Resources
Media,
Pennsylvania
|
$1.53M
|
-$30.6K
|
-433
|
-2%
|
|
|
805
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$1.51M
|
-$70.3K
|
-996
|
-4%
|
|
|
806
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$1.5M
|
-$44.8K
|
-635
|
-3%
|
|
|
807
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$1.5M
|
-$125K
|
-1,770
|
-8%
|
|
|
808
|
|
$1.49M
|
+$226K
|
+3,202
|
+18%
|
|
|
809
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$1.48M
|
-$44.3K
|
-627
|
-3%
|
|
|
810
|
Crestline Management
Fort Worth,
Texas
|
$1.48M
|
+$1.47M
|
+20,840
|
New
|
|
|
811
|
Doheny Asset Management
Los Angeles,
California
|
$1.46M
|
-$1.01M
|
-14,335
|
-41%
|
|
|
812
|
Robinson Value Management
San Antonio,
Texas
|
$1.46M
|
-$52.8K
|
-748
|
-3%
|
|
|
813
|
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
|
$1.46M
|
+$12.4K
|
+175
|
+0.9%
|
|
|
814
|
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
$1.46M
|
+$1.45M
|
+20,571
|
New
|
|
|
815
|
Hampstead Capital
London,
United Kingdom
|
$1.45M
|
-$1.17M
|
-16,500
|
-45%
|
|
|
816
|
Bell & Brown Wealth Advisors
Newport Beach,
California
|
$1.45M
|
+$122K
|
+1,731
|
+9%
|
|
|
817
|
Intrust Bank
Wichita,
Kansas
|
$1.44M
|
+$131K
|
+1,849
|
+10%
|
|
|
818
|
Oak Asset Management
Westlake Village,
California
|
$1.43M
|
-$50.4K
|
-714
|
-3%
|
|
|
819
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$1.42M
|
-$2.68K
|
-38
|
-0.2%
|
|
|
820
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$1.42M
|
+$179K
|
+2,537
|
+16%
|
|
|
821
|
Curi RMB Capital
Chicago,
Illinois
|
$1.42M
|
-$2.45M
|
-34,632
|
-63%
|
|
|
822
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$1.42M
|
+$86.6K
|
+1,226
|
+7%
|
|
|
823
|
Rockefeller Capital Management
New York
|
$1.41M
|
+$152K
|
+2,147
|
+12%
|
|
|
824
|
Osborn Williams & Donohoe
Cincinnati,
Ohio
|
$1.41M
|
-$30.9K
|
-437
|
-2%
|
|
|
825
|
Victory Capital Management
San Antonio,
Texas
|
$1.4M
|
-$29K
|
-411
|
-2%
|
|
