|
501
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$1.75M
|
-$188K
|
-1,195
|
-10%
|
|
|
502
|
Roosevelt Investment Group
New York
|
$1.73M
|
–
|
–
|
–
|
|
|
503
|
Cohen Klingenstein
New York
|
$1.7M
|
–
|
–
|
–
|
|
|
504
|
Altium Wealth Management
Purchase,
New York
|
$1.67M
|
-$18.8K
|
-119
|
-1%
|
|
|
505
|
Ativo Capital Management
Chicago,
Illinois
|
$1.67M
|
+$3.47K
|
+22
|
+0.2%
|
|
|
506
|
Zions Bancorporation
Salt Lake City,
Utah
|
$1.67M
|
+$162K
|
+1,025
|
+12%
|
|
|
507
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$1.66M
|
–
|
–
|
–
|
|
|
508
|
Empirical Finance
Havertown,
Pennsylvania
|
$1.66M
|
+$164K
|
+1,038
|
+12%
|
|
|
509
|
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
$1.65M
|
-$9.83M
|
-62,377
|
-87%
|
|
|
510
|
Chesley Taft & Associates
Chicago,
Illinois
|
$1.64M
|
-$15.8K
|
-100
|
-1%
|
|
|
511
|
James Hambro & Partners
London,
United Kingdom
|
$1.64M
|
–
|
–
|
–
|
|
|
512
|
Diversified Trust
Memphis,
Tennessee
|
$1.64M
|
-$85.1K
|
-540
|
-5%
|
|
|
513
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$1.64M
|
+$1.09M
|
+6,902
|
+256%
|
|
|
514
|
Grimes & Company
Westborough,
Massachusetts
|
$1.62M
|
–
|
–
|
–
|
|
|
515
|
Hills Bank & Trust
North Liberty,
Iowa
|
$1.61M
|
+$39.3K
|
+249
|
+3%
|
|
|
516
|
CX Institutional
Auburn,
Indiana
|
$1.59M
|
+$27.9K
|
+177
|
+2%
|
|
|
517
|
RMR Wealth Builders
Montclair,
New Jersey
|
$1.58M
|
+$1.46M
|
+9,274
|
New
|
|
|
518
|
United Capital Financial Advisors
Irving,
Texas
|
$1.55M
|
+$474K
|
+3,005
|
+49%
|
|
|
519
|
Cigna Investments
Bloomfield,
Connecticut
|
$1.52M
|
-$396K
|
-2,514
|
-22%
|
|
|
520
|
Belpointe Asset Management
Reno,
Nevada
|
$1.5M
|
+$313K
|
+1,985
|
+29%
|
|
|
521
|
Two Sigma Investments
New York
|
$1.5M
|
+$1.38M
|
+8,772
|
New
|
|
|
522
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$1.49M
|
-$83.4K
|
-529
|
-6%
|
|
|
523
|
Cetera Advisor Networks
El Segundo,
California
|
$1.48M
|
-$332K
|
-2,104
|
-19%
|
|
|
524
|
Wimmer Associates 1
Pasadena,
California
|
$1.47M
|
-$31.1K
|
-197
|
-2%
|
|
|
525
|
Neville Rodie & Shaw
New York
|
$1.46M
|
–
|
–
|
–
|
|
