|
501
|
Mariner
Overland Park,
Kansas
|
$4.61M
|
+$1.02M
|
+15,768
|
+30%
|
|
|
502
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$4.61M
|
+$72.6K
|
+1,127
|
+2%
|
|
|
503
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$4.6M
|
+$210K
|
+3,260
|
+5%
|
|
|
504
|
Corient Capital Partners
Newport Beach,
California
|
$4.6M
|
+$116K
|
+1,808
|
+3%
|
|
|
505
|
Rand Wealth
Baltimore,
Maryland
|
$4.58M
|
+$92.9K
|
+1,442
|
+2%
|
|
|
506
|
J.W. Burns & Co
Dewitt,
New York
|
$4.58M
|
-$27.4K
|
-425
|
-0.6%
|
|
|
507
|
Atria Investments
Charlotte,
North Carolina
|
$4.5M
|
+$2.45M
|
+38,016
|
+133%
|
|
|
508
|
Boston Family Office
Boston,
Massachusetts
|
$4.5M
|
-$40.9K
|
-635
|
-0.9%
|
|
|
509
|
Bellwether Investment Group
Chattanooga,
Tennessee
|
$4.42M
|
+$4.21M
|
+65,430
|
New
|
|
|
510
|
Evercore Wealth Management
New York
|
$4.39M
|
-$124K
|
-1,932
|
-3%
|
|
|
511
|
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
|
$4.39M
|
–
|
–
|
–
|
|
|
512
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$4.38M
|
-$68.3K
|
-1,061
|
-2%
|
|
|
513
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$4.34M
|
-$914K
|
-14,200
|
-18%
|
|
|
514
|
Bremer Trust National Association
St. Cloud,
Minnesota
|
$4.33M
|
-$280K
|
-4,342
|
-6%
|
|
|
515
|
Advisor Partners
Walnut Creek,
California
|
$4.32M
|
+$222K
|
+3,450
|
+6%
|
|
|
516
|
Capital Planning Advisors
Roseville,
California
|
$4.31M
|
-$288K
|
-4,475
|
-7%
|
|
|
517
|
Regal Investment Advisors
Kentwood,
Michigan
|
$4.3M
|
-$39.5K
|
-614
|
-1%
|
|
|
518
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
|
$4.27M
|
-$5.54K
|
-86
|
-0.1%
|
|
|
519
|
Gerald L. Ray & Associates
Dallas,
Texas
|
$4.26M
|
–
|
–
|
–
|
|
|
520
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$4.22M
|
+$12.9K
|
+200
|
+0.3%
|
|
|
521
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$4.19M
|
-$1.8K
|
-28
|
-0%
|
|
|
522
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$4.18M
|
-$172K
|
-2,674
|
-4%
|
|
|
523
|
Twin Tree Management
Dallas,
Texas
|
$4.14M
|
+$3.94M
|
+61,212
|
New
|
|
|
524
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$4.12M
|
-$84.7K
|
-1,316
|
-2%
|
|
|
525
|
Geneva Advisors
Chicago,
Illinois
|
$4.11M
|
+$296K
|
+4,596
|
+8%
|
|
