|
601
|
Capital Guardian Trust
Los Angeles,
California
|
$175K
|
–
|
–
|
–
|
|
|
602
|
|
$173K
|
–
|
–
|
–
|
|
|
603
|
SRB Corp
Boston,
Massachusetts
|
$170K
|
+$24.6K
|
+258
|
+17%
|
|
|
604
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$156K
|
–
|
–
|
–
|
|
|
605
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$153K
|
–
|
–
|
–
|
|
|
606
|
First Horizon Advisors
Memphis,
Tennessee
|
$151K
|
–
|
–
|
–
|
|
|
607
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$150K
|
-$4.29K
|
-45
|
-3%
|
|
|
608
|
Buffington Mohr McNeal
Boise,
Idaho
|
$143K
|
–
|
–
|
–
|
|
|
609
|
Perigon Wealth Management
San Francisco,
California
|
$141K
|
-$143K
|
-1,500
|
-50%
|
|
|
610
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$139K
|
+$15.3K
|
+160
|
+12%
|
|
|
611
|
Evercore Wealth Management
New York
|
$139K
|
+$63.3K
|
+664
|
+84%
|
|
|
612
|
Global X Management Company
New York
|
$121K
|
-$16.1K
|
-169
|
-12%
|
|
|
613
|
Oakworth Capital
Birmingham,
Alabama
|
$120K
|
+$40.5K
|
+425
|
+52%
|
|
|
614
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$105K
|
+$14.7K
|
+154
|
+16%
|
|
|
615
|
NN Investment Partners Holdings
The Hague,
Netherlands
|
$97K
|
-$935K
|
-9,809
|
-91%
|
|
|
616
|
Kanaly Trust
Houston,
Texas
|
$96K
|
–
|
–
|
–
|
|
|
617
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$95K
|
–
|
–
|
–
|
|
|
618
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$92K
|
-$77.6K
|
-814
|
-46%
|
|
|
619
|
Edge Advisors
Atlanta,
Georgia
|
$92K
|
+$93.4K
|
+980
|
New
|
|
|
620
|
Geneos Wealth Management
Englewood,
Colorado
|
$91K
|
–
|
–
|
–
|
|
|
621
|
Quantbot Technologies
New York
|
$89K
|
+$89.1K
|
+934
|
New
|
|
|
622
|
North Star Investment Management
Chicago,
Illinois
|
$86K
|
+$38.1K
|
+400
|
+80%
|
|
|
623
|
Virtus Fund Advisers
Hartford,
Connecticut
|
$81K
|
–
|
–
|
–
|
|
|
624
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$79K
|
-$4.48K
|
-47
|
-5%
|
|
|
625
|
Estabrook Capital Management
New York
|
$76.4K
|
–
|
–
|
–
|
|
