|
526
|
Peconic Partners
New York
|
$8.84M
|
+$7.84M
|
+40,000
|
New
|
|
|
527
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$8.8M
|
-$32.2K
|
-164
|
-0.4%
|
|
|
528
|
Equitable Holdings
New York
|
$8.78M
|
+$658K
|
+3,357
|
+9%
|
|
|
529
|
Coldstream Capital Management
Bellevue,
Washington
|
$8.77M
|
+$4.31K
|
+22
|
+0.1%
|
|
|
530
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$8.75M
|
+$1.18M
|
+5,998
|
+18%
|
|
|
531
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$8.73M
|
–
|
–
|
–
|
|
|
532
|
Portland Global Advisors
Portland,
Maine
|
$8.65M
|
-$407K
|
-2,078
|
-5%
|
|
|
533
|
Vident Advisory
Alpharetta,
Georgia
|
$8.64M
|
+$2.96M
|
+15,072
|
+63%
|
|
|
534
|
Whittier Trust
South Pasadena,
California
|
$8.64M
|
-$441K
|
-2,251
|
-5%
|
|
|
535
|
Baker Avenue Asset Management
San Francisco,
California
|
$8.53M
|
-$106K
|
-543
|
-1%
|
|
|
536
|
SFE Investment Counsel
Los Angeles,
California
|
$8.52M
|
+$17.3K
|
+88
|
+0.2%
|
|
|
537
|
AssetMark Inc
Concord,
California
|
$8.51M
|
+$518K
|
+2,640
|
+7%
|
|
|
538
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$8.5M
|
-$2.53M
|
-12,895
|
-25%
|
|
|
539
|
Foster & Motley
Cincinnati,
Ohio
|
$8.5M
|
+$474K
|
+2,418
|
+7%
|
|
|
540
|
Insight Folios
Charlotte,
North Carolina
|
$8.48M
|
+$328K
|
+1,674
|
+5%
|
|
|
541
|
Montgomery Investment Management
Rockville,
Maryland
|
$8.44M
|
–
|
–
|
–
|
|
|
542
|
Strategic Wealth Partners
Independence,
Ohio
|
$8.35M
|
-$376K
|
-1,920
|
-5%
|
|
|
543
|
Essex Financial Services
Essex,
Connecticut
|
$8.31M
|
-$1.69M
|
-8,604
|
-19%
|
|
|
544
|
Mutual Advisors
Omaha,
Nebraska
|
$8.26M
|
-$611K
|
-3,118
|
-8%
|
|
|
545
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$8.24M
|
+$29.8K
|
+152
|
+0.4%
|
|
|
546
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$8.23M
|
-$157K
|
-801
|
-2%
|
|
|
547
|
Shelter Mutual Insurance
Columbia,
Missouri
|
$8.23M
|
–
|
–
|
–
|
|
|
548
|
Cannell & Spears
New York
|
$8.22M
|
-$14.7K
|
-75
|
-0.2%
|
|
|
549
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$8.21M
|
-$449K
|
-2,292
|
-6%
|
|
|
550
|
Romano Brothers & Co
Evanston,
Illinois
|
$8.09M
|
+$246K
|
+1,253
|
+4%
|
|
