|
651
|
HoyleCohen
San Diego,
California
|
$315K
|
+$283K
|
+7,864
|
New
|
|
|
652
|
Perigon Wealth Management
San Francisco,
California
|
$314K
|
-$17.3K
|
-479
|
-6%
|
|
|
653
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$313K
|
–
|
–
|
–
|
|
|
654
|
Meridian Investment Counsel
Lafayette,
California
|
$311K
|
-$18K
|
-500
|
-6%
|
|
|
655
|
Duff & Phelps Investment Management
Chicago,
Illinois
|
$310K
|
–
|
–
|
–
|
|
|
656
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$309K
|
–
|
–
|
–
|
|
|
657
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$308K
|
–
|
–
|
–
|
|
|
658
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$308K
|
+$277K
|
+7,702
|
New
|
|
|
659
|
GAM Holding
Zurich,
Switzerland
|
$307K
|
+$276K
|
+7,664
|
New
|
|
|
660
|
Koshinski Asset Management
Decatur,
Illinois
|
$306K
|
+$3.13K
|
+87
|
+1%
|
|
|
661
|
Conning Inc
Hartford,
Connecticut
|
$305K
|
-$31.7K
|
-881
|
-10%
|
|
|
662
|
Hancock Whitney
Gulfport,
Mississippi
|
$303K
|
-$1.66K
|
-46
|
-0.6%
|
|
|
663
|
Grandfield & Dodd
New York
|
$300K
|
+$2.41K
|
+67
|
+0.9%
|
|
|
664
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$296K
|
–
|
–
|
–
|
|
|
665
|
Dai-ichi Life Insurance Company
Tokyo,
Japan
|
$295K
|
–
|
–
|
–
|
|
|
666
|
Old North State Trust
Greensboro,
North Carolina
|
$295K
|
–
|
–
|
–
|
|
|
667
|
IEQ Capital
Foster City,
California
|
$295K
|
+$266K
|
+7,376
|
New
|
|
|
668
|
Capital Bank & Trust
Irvine,
California
|
$294K
|
-$1.7M
|
-47,058
|
-86%
|
|
|
669
|
Advisory Services Network
Atlanta,
Georgia
|
$294K
|
+$38.6K
|
+1,071
|
+17%
|
|
|
670
|
Gateway Investment Advisers
Cincinnati,
Ohio
|
$293K
|
-$26.6K
|
-739
|
-9%
|
|
|
671
|
Meiji Yasuda Asset Management
Tokyo,
Japan
|
$292K
|
+$263K
|
+7,303
|
New
|
|
|
672
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$292K
|
-$2.88K
|
-80
|
-1%
|
|
|
673
|
Truehand Inc
Strafford,
New Hampshire
|
$289K
|
–
|
–
|
–
|
|
|
674
|
Cullinan Associates
Louisville,
Kentucky
|
$289K
|
+$18.7K
|
+520
|
+8%
|
|
|
675
|
SPC Financial Inc
Rockville,
Maryland
|
$289K
|
+$41.2K
|
+1,145
|
+19%
|
|
