|
626
|
Curi Wealth Management
Raleigh,
North Carolina
|
$10.4M
|
+$479K
|
+5,367
|
+5%
|
|
|
627
|
Naman Capital
Sao Paulo,
Brazil
|
$10.3M
|
–
|
–
|
–
|
|
|
628
|
Gabalex Capital Management
New York
|
$10.3M
|
+$1.79M
|
+20,000
|
+20%
|
|
|
629
|
Cheviot Value Management
Beverly Hills,
California
|
$10.3M
|
-$164K
|
-1,832
|
-2%
|
|
|
630
|
Avantax Advisory Services
Dallas,
Texas
|
$10.3M
|
+$834K
|
+9,342
|
+8%
|
|
|
631
|
Investment House LLC
Redondo Beach,
California
|
$10.3M
|
+$2.01M
|
+22,490
|
+23%
|
|
|
632
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$10.3M
|
+$240K
|
+2,683
|
+2%
|
|
|
633
|
Bank of the West
Monterey Park,
California
|
$10.1M
|
-$153K
|
-1,715
|
-1%
|
|
|
634
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$10.1M
|
+$812K
|
+9,098
|
+8%
|
|
|
635
|
Shell Asset Management
The Hague,
Netherlands
|
$10M
|
-$2.44M
|
-27,365
|
-19%
|
|
|
636
|
Country Club Bank
Kansas City,
Missouri
|
$10M
|
-$250K
|
-2,806
|
-2%
|
|
|
637
|
Primecap Management
Pasadena,
California
|
$10M
|
-$1.64M
|
-18,400
|
-14%
|
|
|
638
|
HoyleCohen
San Diego,
California
|
$10M
|
+$17.4K
|
+195
|
+0.2%
|
|
|
639
|
Parsons Capital Management
Providence,
Rhode Island
|
$10M
|
+$1.5M
|
+16,779
|
+17%
|
|
|
640
|
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
$9.98M
|
+$35.7K
|
+400
|
+0.3%
|
|
|
641
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$9.88M
|
+$1.21M
|
+13,520
|
+13%
|
|
|
642
|
Canandaigua National Corp
Canandaigua,
New York
|
$9.74M
|
+$880K
|
+9,863
|
+10%
|
|
|
643
|
Brookfield Corp
Toronto,
Ontario, Canada
|
$9.73M
|
+$4.79M
|
+53,642
|
+90%
|
|
|
644
|
Evercore Wealth Management
New York
|
$9.73M
|
+$170K
|
+1,905
|
+2%
|
|
|
645
|
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
|
$9.71M
|
-$170K
|
-1,907
|
-2%
|
|
|
646
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$9.69M
|
-$124K
|
-1,389
|
-1%
|
|
|
647
|
Maryland Capital Management
Towson,
Maryland
|
$9.69M
|
+$808K
|
+9,047
|
+9%
|
|
|
648
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$9.66M
|
-$1.96M
|
-22,009
|
-17%
|
|
|
649
|
Bright Rock Capital Management
Hanover,
Massachusetts
|
$9.64M
|
–
|
–
|
–
|
|
|
650
|
|
$9.61M
|
-$60.5K
|
-678
|
-0.6%
|
|
