|
876
|
Cerity Partners OCIO
New York
|
$520K
|
+$66.6K
|
+555
|
+16%
|
|
|
877
|
Karpus Investment Management
Pittsford,
New York
|
$515K
|
–
|
–
|
–
|
|
|
878
|
Modera Wealth Management
Westwood,
New Jersey
|
$514K
|
-$16.2K
|
-135
|
-3%
|
|
|
879
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$514K
|
+$485K
|
+4,038
|
New
|
|
|
880
|
WMS Partners
Towson,
Maryland
|
$513K
|
-$5.04K
|
-42
|
-1%
|
|
|
881
|
Dodge & Cox
San Francisco,
California
|
$512K
|
-$7.2K
|
-60
|
-1%
|
|
|
882
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$511K
|
+$482K
|
+4,017
|
New
|
|
|
883
|
Assured Investment Management
New York
|
$510K
|
-$109K
|
-911
|
-19%
|
|
|
884
|
Spirit of America Management Corp
Syosset,
New York
|
$509K
|
+$96K
|
+800
|
+25%
|
|
|
885
|
Hudson Valley Investment Advisors
Goshen,
New York
|
$506K
|
–
|
–
|
–
|
|
|
886
|
Argent Trust
San Antonio,
Texas
|
$506K
|
+$14.5K
|
+121
|
+3%
|
|
|
887
|
KWMG LLC
Overland Park,
Kansas
|
$504K
|
+$135K
|
+1,124
|
+40%
|
|
|
888
|
Columbia Asset Management
Ann Arbor,
Michigan
|
$502K
|
-$60K
|
-500
|
-11%
|
|
|
889
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$501K
|
+$1.32K
|
+11
|
+0.3%
|
|
|
890
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$501K
|
+$132K
|
+1,100
|
+39%
|
|
|
891
|
Frontier Wealth Management
Kansas City,
Missouri
|
$500K
|
-$5.28K
|
-44
|
-1%
|
|
|
892
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$499K
|
+$47.8K
|
+398
|
+11%
|
|
|
893
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$497K
|
+$21K
|
+175
|
+5%
|
|
|
894
|
South Texas Money Management
San Antonio,
Texas
|
$496K
|
+$467K
|
+3,893
|
New
|
|
|
895
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$494K
|
-$28.9K
|
-241
|
-6%
|
|
|
896
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$494K
|
-$1.92K
|
-16
|
-0.4%
|
|
|
897
|
Hexavest
Montreal,
Quebec, Canada
|
$492K
|
–
|
–
|
–
|
|
|
898
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$492K
|
+$14.4K
|
+120
|
+3%
|
|
|
899
|
SouthState Corp
Winter Haven,
Florida
|
$490K
|
-$99K
|
-825
|
-18%
|
|
|
900
|
TCTC Holdings
Dallas,
Texas
|
$486K
|
–
|
–
|
–
|
|
