|
151
|
Credit Suisse
Zurich,
Switzerland
|
$628K
|
+$603K
|
+9,898
|
New
|
|
|
152
|
Goelzer Investment Management
Carmel,
Indiana
|
$599K
|
+$21.5K
|
+354
|
+4%
|
|
|
153
|
Kanawha Capital Management
Richmond,
Virginia
|
$597K
|
–
|
–
|
–
|
|
|
154
|
Alpha Cubed Investments
Irvine,
California
|
$580K
|
+$44.7K
|
+734
|
+9%
|
|
|
155
|
Whittier Trust
South Pasadena,
California
|
$573K
|
+$51K
|
+838
|
+10%
|
|
|
156
|
MSI Financial Services
Springfield,
Massachusetts
|
$539K
|
-$194K
|
-3,190
|
-27%
|
|
|
157
|
SouthState Corp
Winter Haven,
Florida
|
$529K
|
+$17.4K
|
+286
|
+4%
|
|
|
158
|
SII Investments
Appleton,
Wisconsin
|
$493K
|
-$72K
|
-1,182
|
-13%
|
|
|
159
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$468K
|
+$307K
|
+5,046
|
+215%
|
|
|
160
|
|
$465K
|
+$446K
|
+7,332
|
New
|
|
|
161
|
LBA Wealth Management
Jacksonville,
Florida
|
$463K
|
–
|
–
|
–
|
|
|
162
|
Quantum Capital Management (California)
San Francisco,
California
|
$459K
|
-$5.84K
|
-96
|
-1%
|
|
|
163
|
KCM Investment Advisors
Greenbrae,
California
|
$458K
|
-$24.3K
|
-400
|
-5%
|
|
|
164
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$440K
|
–
|
–
|
–
|
|
|
165
|
Cerity Partners OCIO
New York
|
$412K
|
+$1.7K
|
+28
|
+0.4%
|
|
|
166
|
Oppenheimer & Co
New York
|
$403K
|
-$20.5K
|
-336
|
-5%
|
|
|
167
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$397K
|
–
|
–
|
–
|
|
|
168
|
Veritable
Wilmington,
Delaware
|
$397K
|
+$6.45K
|
+106
|
+2%
|
|
|
169
|
Pacific Financial Group
Bellevue,
Washington
|
$385K
|
+$730
|
+12
|
+0.2%
|
|
|
170
|
Evanson Asset Management
Carmel,
California
|
$372K
|
+$9.01K
|
+148
|
+3%
|
|
|
171
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$369K
|
–
|
–
|
–
|
|
|
172
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$362K
|
+$2.8K
|
+46
|
+0.8%
|
|
|
173
|
Hugh Johnson Advisors
Albany,
New York
|
$352K
|
+$338K
|
+5,548
|
New
|
|
|
174
|
Creative Planning
Overland Park,
Kansas
|
$351K
|
-$3.9K
|
-64
|
-1%
|
|
|
175
|
Raymond James Trust
St. Petersburg,
Florida
|
$337K
|
-$17.4K
|
-286
|
-5%
|
|
