|
501
|
Legacy Private Trust
Neenah,
Wisconsin
|
$4.36M
|
+$1.61M
|
+5,214
|
+62%
|
|
|
502
|
BFSG LLC
Irvine,
California
|
$4.34M
|
-$64K
|
-207
|
-2%
|
|
|
503
|
Venture Visionary Partners
Sylvania,
Ohio
|
$4.2M
|
+$335K
|
+1,085
|
+9%
|
|
|
504
|
Mercer Global Advisors
Denver,
Colorado
|
$4.19M
|
+$469K
|
+1,517
|
+13%
|
|
|
505
|
Somerset Trust
Somerset,
Pennsylvania
|
$4.19M
|
+$1.24K
|
+4
|
+0%
|
|
|
506
|
WESPAC Advisors SoCal
Pasadena,
California
|
$4.19M
|
+$4.05M
|
+13,105
|
New
|
|
|
507
|
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
|
$4.18M
|
-$90.9K
|
-294
|
-2%
|
|
|
508
|
Cohen Klingenstein
New York
|
$4.15M
|
–
|
–
|
–
|
|
|
509
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$4.13M
|
+$1.73M
|
+5,592
|
+72%
|
|
|
510
|
|
$4.11M
|
+$2.88M
|
+9,321
|
+262%
|
|
|
511
|
Old Mission Capital
Chicago,
Illinois
|
$4.04M
|
+$3.91M
|
+12,638
|
New
|
|
|
512
|
Sabadell Asset Management
Sant Cugat Del Valles,
Spain
|
$4M
|
-$4.98M
|
-16,094
|
-56%
|
|
|
513
|
Advisory Services Network
Atlanta,
Georgia
|
$3.98M
|
-$1.2M
|
-3,888
|
-24%
|
|
|
514
|
Prospera Financial Services
Dallas,
Texas
|
$3.98M
|
+$439K
|
+1,419
|
+13%
|
|
|
515
|
Spinnaker Trust
Portland,
Maine
|
$3.95M
|
+$34K
|
+110
|
+0.9%
|
|
|
516
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$3.92M
|
+$1.73M
|
+5,610
|
+84%
|
|
|
517
|
Veritable
Wilmington,
Delaware
|
$3.9M
|
-$3.71K
|
-12
|
-0.1%
|
|
|
518
|
Tokio Marine Asset Management
Tokyo,
Japan
|
$3.83M
|
+$159K
|
+513
|
+4%
|
|
|
519
|
Panagora Asset Management
Boston,
Massachusetts
|
$3.83M
|
+$1.8M
|
+5,810
|
+94%
|
|
|
520
|
|
$3.79M
|
+$3.54M
|
+11,453
|
+2,740%
|
|
|
521
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$3.78M
|
+$379K
|
+1,227
|
+12%
|
|
|
522
|
United Asset Strategies
Garden City,
New York
|
$3.7M
|
+$109K
|
+351
|
+3%
|
|
|
523
|
Great Lakes Advisors
Chicago,
Illinois
|
$3.68M
|
-$81K
|
-262
|
-2%
|
|
|
524
|
Alpine Global Management
New York
|
$3.67M
|
+$3.56M
|
+11,506
|
New
|
|
|
525
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$3.67M
|
-$9.28K
|
-30
|
-0.3%
|
|
