|
351
|
Insight Folios
Charlotte,
North Carolina
|
$4.5M
|
+$408K
|
+8,438
|
+9%
|
|
|
352
|
Silvercrest Asset Management
New York
|
$4.45M
|
-$238K
|
-4,933
|
-5%
|
|
|
353
|
CSS LLC
Chicago,
Illinois
|
$4.45M
|
+$3.99M
|
+82,700
|
+551%
|
|
|
354
|
Capital Group Private Client Services
Los Angeles,
California
|
$4.33M
|
+$4.6M
|
+95,215
|
New
|
|
|
355
|
Curi RMB Capital
Chicago,
Illinois
|
$4.32M
|
–
|
–
|
–
|
|
|
356
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$4.32M
|
-$241K
|
-4,985
|
-5%
|
|
|
357
|
O'Shares Investment Advisers
Boston,
Massachusetts
|
$4.3M
|
+$4.57M
|
+94,562
|
New
|
|
|
358
|
Ingalls & Snyder LLC
New York
|
$4.3M
|
-$310K
|
-6,416
|
-6%
|
|
|
359
|
Principal Street Partners
Memphis,
Tennessee
|
$4.3M
|
-$82K
|
-1,698
|
-2%
|
|
|
360
|
Quantitative Investment Management
Charlottesville,
Virginia
|
$4.28M
|
-$669K
|
-13,852
|
-13%
|
|
|
361
|
Vontobel Holding
Zurich,
Switzerland
|
$4.27M
|
+$1.27M
|
+26,294
|
+39%
|
|
|
362
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$4.26M
|
-$7.58K
|
-157
|
-0.2%
|
|
|
363
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$4.25M
|
-$2.95K
|
-61
|
-0.1%
|
|
|
364
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$4.23M
|
+$116K
|
+2,401
|
+3%
|
|
|
365
|
Geneos Wealth Management
Englewood,
Colorado
|
$4.21M
|
+$86.7K
|
+1,795
|
+2%
|
|
|
366
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$4.21M
|
+$40.1K
|
+831
|
+0.9%
|
|
|
367
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$4.2M
|
+$222K
|
+4,598
|
+5%
|
|
|
368
|
American Research & Management Company
Marion,
Massachusetts
|
$4.16M
|
-$35.7K
|
-739
|
-0.8%
|
|
|
369
|
F3Logic
Burnsville,
Minnesota
|
$4.16M
|
+$282K
|
+5,848
|
+7%
|
|
|
370
|
Baugh & Associates
Atlanta,
Georgia
|
$4.09M
|
+$204K
|
+4,227
|
+5%
|
|
|
371
|
Park Avenue Securities
New York
|
$4.07M
|
+$242K
|
+5,008
|
+6%
|
|
|
372
|
Snowden Capital Advisors
New York
|
$4.06M
|
+$170K
|
+3,517
|
+4%
|
|
|
373
|
Bridges Investment Management
Omaha,
Nebraska
|
$4.05M
|
-$33.8K
|
-700
|
-0.8%
|
|
|
374
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$4.04M
|
-$306K
|
-6,331
|
-7%
|
|
|
375
|
AssetMark Inc
Concord,
California
|
$3.99M
|
+$3.57M
|
+73,973
|
+537%
|
|
