|
1051
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$612K
|
–
|
–
|
–
|
|
|
1052
|
ALPS Advisors
Denver,
Colorado
|
$609K
|
-$211K
|
-2,150
|
-27%
|
|
|
1053
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
$609K
|
+$68.5K
|
+700
|
+14%
|
|
|
1054
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$608K
|
–
|
–
|
–
|
|
|
1055
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$596K
|
-$1.39M
|
-14,180
|
-72%
|
|
|
1056
|
Chelsea Counsel Company
Los Angeles,
California
|
$595K
|
+$147K
|
+1,500
|
+37%
|
|
|
1057
|
SSI Investment Management
Los Angeles,
California
|
$594K
|
+$165K
|
+1,685
|
+43%
|
|
|
1058
|
Verition Fund Management
Greenwich,
Connecticut
|
$590K
|
+$542K
|
+5,538
|
New
|
|
|
1059
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$585K
|
-$6.46K
|
-66
|
-1%
|
|
|
1060
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$585K
|
-$2.94K
|
-30
|
-0.5%
|
|
|
1061
|
Rothschild Investment LLC
Chicago,
Illinois
|
$584K
|
+$3.33K
|
+34
|
+0.6%
|
|
|
1062
|
First National Trust
Hermitage,
Pennsylvania
|
$582K
|
+$238K
|
+2,430
|
+80%
|
|
|
1063
|
Arden Trust
Wilmington,
Delaware
|
$579K
|
+$8.62K
|
+88
|
+2%
|
|
|
1064
|
Hollencrest Capital Management
Newport Beach,
California
|
$572K
|
+$23.3K
|
+238
|
+5%
|
|
|
1065
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$563K
|
-$19.6K
|
-200
|
-4%
|
|
|
1066
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$561K
|
+$520K
|
+5,309
|
New
|
|
|
1067
|
Formidable Asset Management
Cincinnati,
Ohio
|
$560K
|
-$6.37K
|
-65
|
-1%
|
|
|
1068
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$556K
|
–
|
–
|
–
|
|
|
1069
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$550K
|
-$704K
|
-7,190
|
-58%
|
|
|
1070
|
FirstMerit Bank N.A. Trustee
Akron,
Ohio
|
$546K
|
+$11.5K
|
+117
|
+2%
|
|
|
1071
|
Stonebridge Capital Management
Los Angeles,
California
|
$544K
|
+$979
|
+10
|
+0.2%
|
|
|
1072
|
OMERS Administration Corp
Toronto,
Ontario, Canada
|
$543K
|
+$499K
|
+5,100
|
New
|
|
|
1073
|
Shufro Rose & Co
New York
|
$542K
|
+$9.79K
|
+100
|
+2%
|
|
|
1074
|
Brave Asset Management
Summit,
New Jersey
|
$538K
|
–
|
–
|
–
|
|
|
1075
|
Domini Impact Investments
New York
|
$537K
|
+$146K
|
+1,491
|
+42%
|
|
