|
651
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.27M
|
+$308K
|
+2,331
|
+29%
|
|
|
652
|
Argyle Capital Management
Center Valley,
Pennsylvania
|
$1.26M
|
-$4.36K
|
-33
|
-0.3%
|
|
|
653
|
Mengis Capital Management
Portland,
Oregon
|
$1.25M
|
+$29.8K
|
+226
|
+2%
|
|
|
654
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.24M
|
+$233K
|
+1,763
|
+21%
|
|
|
655
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
|
$1.22M
|
+$148K
|
+1,124
|
+13%
|
|
|
656
|
D.J. St. Germain
Springfield,
Massachusetts
|
$1.22M
|
–
|
–
|
–
|
|
|
657
|
Exeter Financial
Scottsdale,
Arizona
|
$1.22M
|
+$25.1K
|
+190
|
+2%
|
|
|
658
|
Silvercrest Asset Management
New York
|
$1.22M
|
-$30.4K
|
-230
|
-2%
|
|
|
659
|
Sovereign Financial Group
Stamford,
Connecticut
|
$1.21M
|
-$13.7K
|
-104
|
-1%
|
|
|
660
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$1.21M
|
-$227K
|
-1,724
|
-15%
|
|
|
661
|
Aristotle Capital Management
Los Angeles,
California
|
$1.21M
|
-$66K
|
-500
|
-5%
|
|
|
662
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$1.21M
|
+$162K
|
+1,224
|
+14%
|
|
|
663
|
Comerica Securities
Detroit,
Michigan
|
$1.2M
|
-$33.5K
|
-254
|
-3%
|
|
|
664
|
Delta Capital Management
Red Bank,
New Jersey
|
$1.2M
|
-$294K
|
-2,230
|
-19%
|
|
|
665
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$1.19M
|
–
|
–
|
–
|
|
|
666
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$1.19M
|
-$24.5K
|
-186
|
-2%
|
|
|
667
|
Tidal Investments
Milwaukee,
Wisconsin
|
$1.19M
|
+$476K
|
+3,604
|
+59%
|
|
|
668
|
Freestone Capital Holdings
Seattle,
Washington
|
$1.18M
|
-$2.28M
|
-17,265
|
-64%
|
|
|
669
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$1.18M
|
-$35K
|
-265
|
-3%
|
|
|
670
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
$1.18M
|
-$11K
|
-83
|
-0.9%
|
|
|
671
|
Intersect Capital
San Ramon,
California
|
$1.18M
|
-$94.7K
|
-718
|
-7%
|
|
|
672
|
Choate Investment Advisors
Boston,
Massachusetts
|
$1.18M
|
-$20.5K
|
-155
|
-2%
|
|
|
673
|
Rothschild Investment LLC
Chicago,
Illinois
|
$1.17M
|
+$40.2K
|
+305
|
+3%
|
|
|
674
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$1.16M
|
+$123K
|
+933
|
+11%
|
|
|
675
|
Athena Investment Management
Orinda,
California
|
$1.16M
|
+$1.25M
|
+9,442
|
New
|
|
