|
626
|
Confluence Investment Management
St. Louis,
Missouri
|
$400K
|
+$446K
|
+23,140
|
New
|
|
|
627
|
Globeflex Capital
San Diego,
California
|
$398K
|
–
|
–
|
–
|
|
|
628
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$388K
|
–
|
–
|
–
|
|
|
629
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$386K
|
+$382K
|
+19,850
|
+800%
|
|
|
630
|
Petrus Trust Company
Dallas,
Texas
|
$386K
|
+$430K
|
+22,320
|
New
|
|
|
631
|
Coldstream Capital Management
Bellevue,
Washington
|
$384K
|
+$428K
|
+22,220
|
New
|
|
|
632
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$383K
|
+$81.9K
|
+4,250
|
+24%
|
|
|
633
|
Prospera Financial Services
Dallas,
Texas
|
$382K
|
+$231K
|
+12,000
|
+118%
|
|
|
634
|
Lazard Asset Management
New York
|
$380K
|
-$12.9M
|
-671,320
|
-97%
|
|
|
635
|
Gyroscope Capital Management Group
Naples,
Florida
|
$377K
|
+$420K
|
+21,790
|
New
|
|
|
636
|
Matisse Capital
Portland,
Oregon
|
$373K
|
–
|
–
|
–
|
|
|
637
|
Gradient Capital Advisors
San Diego,
California
|
$370K
|
+$412K
|
+21,390
|
New
|
|
|
638
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$369K
|
+$41K
|
+2,130
|
+11%
|
|
|
639
|
Beacon Financial Group
Dallas,
Texas
|
$367K
|
-$20K
|
-1,040
|
-5%
|
|
|
640
|
Ballentine Partners
Waltham,
Massachusetts
|
$362K
|
-$29.7K
|
-1,540
|
-7%
|
|
|
641
|
Middleton & Co
Boston,
Massachusetts
|
$358K
|
+$49.5K
|
+2,570
|
+14%
|
|
|
642
|
Holderness Investments Company
Greensboro,
North Carolina
|
$358K
|
+$52K
|
+2,700
|
+15%
|
|
|
643
|
IHT Wealth Management
Chicago,
Illinois
|
$358K
|
+$362K
|
+18,810
|
+990%
|
|
|
644
|
One Wealth Advisors
San Francisco,
California
|
$356K
|
-$10.4K
|
-540
|
-3%
|
|
|
645
|
Meridian Wealth Management
Lexington,
Kentucky
|
$356K
|
–
|
–
|
–
|
|
|
646
|
Regions Financial Corp
Birmingham,
Alabama
|
$353K
|
-$155K
|
-8,040
|
-28%
|
|
|
647
|
Capstone Investment Advisors
New York
|
$353K
|
+$393K
|
+20,420
|
New
|
|
|
648
|
Dai-ichi Life Insurance Company
Tokyo,
Japan
|
$352K
|
-$5.25M
|
-272,720
|
-93%
|
|
|
649
|
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
$352K
|
-$173K
|
-8,960
|
-31%
|
|
|
650
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$351K
|
+$1.35K
|
+70
|
+0.3%
|
|
