|
501
|
Perigon Wealth Management
San Francisco,
California
|
$2.91M
|
-$118K
|
-1,470
|
-4%
|
|
|
502
|
HM Payson & Co
Portland,
Maine
|
$2.91M
|
-$289K
|
-3,596
|
-10%
|
|
|
503
|
Concentric Wealth Management
Lafayette,
California
|
$2.89M
|
-$101K
|
-1,254
|
-4%
|
|
|
504
|
Sweet Financial Partners
Fairmont,
Minnesota
|
$2.87M
|
+$120K
|
+1,501
|
+5%
|
|
|
505
|
Bellecapital
Zurich,
Switzerland
|
$2.87M
|
+$135K
|
+1,687
|
+6%
|
|
|
506
|
Freestone Capital Holdings
Seattle,
Washington
|
$2.85M
|
+$455K
|
+5,675
|
+22%
|
|
|
507
|
Kinloch Capital
Glen Allen,
Virginia
|
$2.85M
|
-$319K
|
-3,978
|
-11%
|
|
|
508
|
Caldwell Trust
Venice,
Florida
|
$2.83M
|
-$220K
|
-2,739
|
-8%
|
|
|
509
|
Bartlett & Co
Cincinnati,
Ohio
|
$2.83M
|
-$86.8K
|
-1,082
|
-3%
|
|
|
510
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$2.83M
|
-$86.8K
|
-1,082
|
-3%
|
|
|
511
|
Blue Trust Inc
Alpharetta,
Georgia
|
$2.81M
|
-$23.7K
|
-295
|
-0.8%
|
|
|
512
|
|
$2.8M
|
-$74.1M
|
-922,801
|
-97%
|
|
|
513
|
Planning Capital Management Corporation
Paoli,
Pennsylvania
|
$2.78M
|
+$2.44M
|
+30,431
|
New
|
|
|
514
|
Royce & Associates
New York
|
$2.73M
|
-$240K
|
-2,990
|
-9%
|
|
|
515
|
Robinson Value Management
San Antonio,
Texas
|
$2.71M
|
–
|
–
|
–
|
|
|
516
|
iA Global Asset Management
Quebec,
Quebec, Canada
|
$2.71M
|
+$1.83M
|
+22,851
|
+337%
|
|
|
517
|
Prudential plc
London, England,
United Kingdom
|
$2.7M
|
-$4.25K
|
-53
|
-0.2%
|
|
|
518
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$2.7M
|
-$68.6K
|
-855
|
-3%
|
|
|
519
|
Truvestments Capital
Sarasota,
Florida
|
$2.67M
|
+$407K
|
+5,067
|
+21%
|
|
|
520
|
Lynch & Associates
Newburgh,
Indiana
|
$2.66M
|
-$38K
|
-473
|
-2%
|
|
|
521
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$2.66M
|
-$616K
|
-7,677
|
-21%
|
|
|
522
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$2.66M
|
+$219K
|
+2,725
|
+10%
|
|
|
523
|
Meiji Yasuda Asset Management
Tokyo,
Japan
|
$2.65M
|
+$330K
|
+4,115
|
+17%
|
|
|
524
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$2.65M
|
+$13.2K
|
+165
|
+0.6%
|
|
|
525
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$2.64M
|
-$1.1M
|
-13,733
|
-32%
|
|
