|
301
|
Creative Planning
Overland Park,
Kansas
|
$417K
|
+$58K
|
+2,392
|
+17%
|
|
|
302
|
Barings
Charlotte,
North Carolina
|
$414K
|
+$33.8K
|
+1,392
|
+9%
|
|
|
303
|
Donor Advised Charitable Giving
San Francisco,
California
|
$400K
|
–
|
–
|
–
|
|
|
304
|
|
$400K
|
–
|
–
|
–
|
|
|
305
|
Pictet Asset Management (UK)
London,
United Kingdom
|
$395K
|
+$1.31M
|
+54,040
|
New
|
|
|
306
|
Coldstream Capital Management
Bellevue,
Washington
|
$392K
|
-$47.6K
|
-1,960
|
-11%
|
|
|
307
|
NS Partners
London,
United Kingdom
|
$365K
|
-$3.5M
|
-144,292
|
-91%
|
|
|
308
|
Scotia Capital
Toronto,
Ontario, Canada
|
$364K
|
+$31.3K
|
+1,288
|
+10%
|
|
|
309
|
Diamond Hill Capital Management
Columbus,
Ohio
|
$358K
|
–
|
–
|
–
|
|
|
310
|
Blueshift Asset Management
Red Bank,
New Jersey
|
$353K
|
+$343K
|
+14,140
|
New
|
|
|
311
|
Level Four Advisory Services
Dallas,
Texas
|
$352K
|
-$27.9K
|
-1,150
|
-8%
|
|
|
312
|
Financial Counselors Inc
Overland Park,
Kansas
|
$350K
|
-$10.6K
|
-436
|
-3%
|
|
|
313
|
King Wealth Management Group
Naples,
Florida
|
$350K
|
–
|
–
|
–
|
|
|
314
|
|
$344K
|
-$61.2K
|
-2,520
|
-15%
|
|
|
315
|
Hexavest
Montreal,
Quebec, Canada
|
$338K
|
-$790K
|
-32,540
|
-71%
|
|
|
316
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$335K
|
-$922
|
-38
|
-0.3%
|
|
|
317
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$334K
|
-$97
|
-4
|
-0%
|
|
|
318
|
Confluence Investment Management
St. Louis,
Missouri
|
$334K
|
–
|
–
|
–
|
|
|
319
|
Blue Square Asset Management
New York
|
$333K
|
+$324K
|
+13,348
|
New
|
|
|
320
|
Private Capital Group
West Hartford,
Connecticut
|
$332K
|
+$8.64K
|
+356
|
+3%
|
|
|
321
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$324K
|
-$199K
|
-8,200
|
-39%
|
|
|
322
|
Regions Financial Corp
Birmingham,
Alabama
|
$304K
|
+$66.9K
|
+2,756
|
+29%
|
|
|
323
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$302K
|
-$3.79K
|
-156
|
-1%
|
|
|
324
|
Matthews International Capital Management
San Francisco,
California
|
$300K
|
+$291K
|
+12,000
|
New
|
|
|
325
|
First Allied Advisory Services
San Diego,
California
|
$299K
|
+$24.2K
|
+996
|
+9%
|
|
