|
501
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$1.09M
|
-$1.66M
|
-14,604
|
-61%
|
|
|
502
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$1.08M
|
+$588K
|
+5,175
|
+127%
|
|
|
503
|
Roosevelt Investment Group
New York
|
$1.08M
|
–
|
–
|
–
|
|
|
504
|
Wintrust Investments
Chicago,
Illinois
|
$1.06M
|
-$80K
|
-704
|
-7%
|
|
|
505
|
Donaldson Capital Management
Evansville,
Indiana
|
$1.06M
|
-$77.7K
|
-684
|
-7%
|
|
|
506
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.05M
|
-$154K
|
-1,354
|
-13%
|
|
|
507
|
Wimmer Associates 1
Pasadena,
California
|
$1.04M
|
+$9.43K
|
+83
|
+0.9%
|
|
|
508
|
Hills Bank & Trust
North Liberty,
Iowa
|
$1.04M
|
+$8.18K
|
+72
|
+0.8%
|
|
|
509
|
Evercore Wealth Management
New York
|
$1.04M
|
-$24.5K
|
-216
|
-2%
|
|
|
510
|
Paloma Partners
Greenwich,
Connecticut
|
$1.03M
|
-$5.19M
|
-45,655
|
-84%
|
|
|
511
|
Vident Investment Advisory
Alpharetta,
Georgia
|
$1.03M
|
+$113K
|
+994
|
+13%
|
|
|
512
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$1.03M
|
+$1,000K
|
+8,799
|
New
|
|
|
513
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.02M
|
+$43.4K
|
+382
|
+5%
|
|
|
514
|
Allred Capital Management
Dallas,
Texas
|
$1.01M
|
-$12.4K
|
-109
|
-1%
|
|
|
515
|
3D/L Capital Management
Hartford,
Connecticut
|
$1.01M
|
+$1M
|
+8,814
|
New
|
|
|
516
|
Howland Capital Management
Boston,
Massachusetts
|
$1.01M
|
–
|
–
|
–
|
|
|
517
|
|
$1M
|
+$975K
|
+8,584
|
New
|
|
|
518
|
VanEck Associates
New York
|
$1M
|
+$99K
|
+871
|
+11%
|
|
|
519
|
Neville Rodie & Shaw
New York
|
$998K
|
–
|
–
|
–
|
|
|
520
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$981K
|
+$6.59K
|
+58
|
+0.7%
|
|
|
521
|
Mason Investment Advisory Services
Reston,
Virginia
|
$979K
|
-$2.27K
|
-20
|
-0.2%
|
|
|
522
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$970K
|
+$21.6K
|
+190
|
+2%
|
|
|
523
|
Belpointe Asset Management
Reno,
Nevada
|
$967K
|
+$22.5K
|
+198
|
+2%
|
|
|
524
|
Wilkins Investment Counsel
Boston,
Massachusetts
|
$964K
|
–
|
–
|
–
|
|
|
525
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$946K
|
+$919K
|
+8,085
|
New
|
|
