|
526
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$9.82M
|
–
|
–
|
–
|
|
|
527
|
EP Wealth Advisors
Torrance,
California
|
$9.81M
|
-$408K
|
-1,667
|
-4%
|
|
|
528
|
NIA Impact Advisors
Berkeley,
California
|
$9.79M
|
-$306K
|
-1,253
|
-3%
|
|
|
529
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$9.73M
|
+$737K
|
+3,015
|
+8%
|
|
|
530
|
Parallax Volatility Advisers
San Francisco,
California
|
$9.66M
|
+$9.51M
|
+38,859
|
New
|
|
|
531
|
Rathbones Group
Liverpool,
United Kingdom
|
$9.65M
|
+$444K
|
+1,816
|
+5%
|
|
|
532
|
Nicholas Company
Milwaukee,
Wisconsin
|
$9.63M
|
-$1.04M
|
-4,244
|
-10%
|
|
|
533
|
Courier Capital
Buffalo,
New York
|
$9.63M
|
+$10.5K
|
+43
|
+0.1%
|
|
|
534
|
Snowden Capital Advisors
New York
|
$9.58M
|
-$284K
|
-1,162
|
-3%
|
|
|
535
|
Shelter Mutual Insurance
Columbia,
Missouri
|
$9.57M
|
–
|
–
|
–
|
|
|
536
|
Congress Wealth Management
Boston,
Massachusetts
|
$9.55M
|
+$4.95M
|
+20,244
|
+93%
|
|
|
537
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$9.53M
|
+$1.33M
|
+5,426
|
+16%
|
|
|
538
|
Cannell & Spears
New York
|
$9.53M
|
+$429K
|
+1,754
|
+5%
|
|
|
539
|
Portland Global Advisors
Portland,
Maine
|
$9.48M
|
-$152K
|
-622
|
-2%
|
|
|
540
|
VanEck Associates
New York
|
$9.45M
|
+$686K
|
+2,803
|
+8%
|
|
|
541
|
Montgomery Investment Management
Rockville,
Maryland
|
$9.42M
|
-$27.9K
|
-114
|
-0.3%
|
|
|
542
|
IEQ Capital
Foster City,
California
|
$9.39M
|
+$5.06M
|
+20,686
|
+121%
|
|
|
543
|
Greystone Financial Group
Bloomfield Hills,
Michigan
|
$9.37M
|
-$1.84M
|
-7,540
|
-17%
|
|
|
544
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$9.27M
|
-$772K
|
-3,157
|
-8%
|
|
|
545
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$9.25M
|
-$2.17M
|
-8,882
|
-19%
|
|
|
546
|
Avantax Planning Partners
Dubuque,
Iowa
|
$9.21M
|
-$1.2M
|
-4,919
|
-12%
|
|
|
547
|
Cherry Creek Investment Advisors
Englewood,
Colorado
|
$9.2M
|
-$617K
|
-2,523
|
-6%
|
|
|
548
|
M&G plc
London,
United Kingdom
|
$9.16M
|
-$955K
|
-3,903
|
-10%
|
|
|
549
|
Columbia Asset Management
Ann Arbor,
Michigan
|
$9.11M
|
-$565K
|
-2,308
|
-6%
|
|
|
550
|
ClearBridge Investments
New York
|
$9.06M
|
+$402K
|
+1,645
|
+5%
|
|
