|
526
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$471K
|
–
|
–
|
–
|
|
|
527
|
Welch & Forbes
Boston,
Massachusetts
|
$466K
|
–
|
–
|
–
|
|
|
528
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$458K
|
+$45.8K
|
+366
|
+11%
|
|
|
529
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$455K
|
+$468K
|
+3,741
|
New
|
|
|
530
|
IberiaBank
Lafayette,
Louisiana
|
$452K
|
-$1.95M
|
-15,606
|
-81%
|
|
|
531
|
Tortoise Investment Management
White Plains,
New York
|
$452K
|
+$6.76K
|
+54
|
+1%
|
|
|
532
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$447K
|
+$460K
|
+3,672
|
New
|
|
|
533
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$441K
|
+$16.9K
|
+135
|
+4%
|
|
|
534
|
Old Mutual Customised Solutions
Pinelands,
South Africa
|
$440K
|
–
|
–
|
–
|
|
|
535
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$440K
|
+$238K
|
+1,899
|
+110%
|
|
|
536
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
$423K
|
+$436K
|
+3,480
|
New
|
|
|
537
|
Alpha Cubed Investments
Irvine,
California
|
$416K
|
-$42.8K
|
-342
|
-9%
|
|
|
538
|
Visionary Asset Management
Houston,
Texas
|
$416K
|
+$428K
|
+3,423
|
New
|
|
|
539
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$413K
|
-$664K
|
-5,304
|
-63%
|
|
|
540
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$406K
|
+$1.13K
|
+9
|
+0.3%
|
|
|
541
|
Two Sigma Securities
New York
|
$406K
|
+$418K
|
+3,339
|
New
|
|
|
542
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$403K
|
–
|
–
|
–
|
|
|
543
|
Quantres Asset Management
Cayman,
Cayman Islands
|
$401K
|
+$413K
|
+3,300
|
New
|
|
|
544
|
WMS Partners
Towson,
Maryland
|
$398K
|
+$409K
|
+3,270
|
New
|
|
|
545
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$392K
|
–
|
–
|
–
|
|
|
546
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
$383K
|
+$45.1K
|
+360
|
+13%
|
|
|
547
|
NVWM LLC
Yardley,
Pennsylvania
|
$382K
|
+$393K
|
+3,141
|
New
|
|
|
548
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$378K
|
–
|
–
|
–
|
|
|
549
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$378K
|
+$141K
|
+1,125
|
+57%
|
|
|
550
|
One Wealth Advisors
San Francisco,
California
|
$370K
|
+$381K
|
+3,042
|
New
|
|
