|
1701
|
Confluence Wealth Management
Portland,
Oregon
|
$595K
|
+$545K
|
+14,520
|
New
|
|
|
1702
|
Oakworth Capital
Birmingham,
Alabama
|
$593K
|
–
|
–
|
–
|
|
|
1703
|
IPG Investment Advisors
San Diego,
California
|
$589K
|
–
|
–
|
–
|
|
|
1704
|
Albion Financial Group
Salt Lake City,
Utah
|
$588K
|
+$11.4K
|
+304
|
+2%
|
|
|
1705
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$586K
|
–
|
–
|
–
|
|
|
1706
|
Roanoke Asset Management
Jersey City,
New Jersey
|
$577K
|
+$15K
|
+400
|
+3%
|
|
|
1707
|
Arbiter Partners Capital Management
New York
|
$574K
|
-$75.1K
|
-2,000
|
-13%
|
|
|
1708
|
Vista Capital Partners
Portland,
Oregon
|
$574K
|
–
|
–
|
–
|
|
|
1709
|
Mountain Pacific Investment Advisers
Boise,
Idaho
|
$574K
|
+$30.2K
|
+805
|
+6%
|
|
|
1710
|
Relative Value Partners
Northbrook,
Illinois
|
$573K
|
-$75.1K
|
-2,000
|
-13%
|
|
|
1711
|
AR Asset Management
West Hollywood,
California
|
$566K
|
–
|
–
|
–
|
|
|
1712
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$564K
|
-$14.3K
|
-380
|
-3%
|
|
|
1713
|
Harvey Capital Management
Palm Beach,
Florida
|
$561K
|
+$18.8K
|
+500
|
+4%
|
|
|
1714
|
Waverly Advisors
Birmingham,
Alabama
|
$559K
|
-$559K
|
-14,884
|
-52%
|
|
|
1715
|
Torch Wealth Management
Cincinnati,
Ohio
|
$558K
|
-$75K
|
-1,999
|
-13%
|
|
|
1716
|
Cerity Partners OCIO
New York
|
$555K
|
+$54.9K
|
+1,462
|
+12%
|
|
|
1717
|
Verity Asset Management
Durham,
North Carolina
|
$555K
|
+$509K
|
+13,561
|
New
|
|
|
1718
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$554K
|
–
|
–
|
–
|
|
|
1719
|
Lipe & Dalton
Syracuse,
New York
|
$551K
|
-$34.6K
|
-923
|
-6%
|
|
|
1720
|
Silver Lake Advisory
Cottonwood Heights,
Utah
|
$550K
|
+$3.27K
|
+87
|
+0.7%
|
|
|
1721
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$544K
|
-$13.7K
|
-364
|
-3%
|
|
|
1722
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$542K
|
+$4.2K
|
+112
|
+0.9%
|
|
|
1723
|
Perigon Wealth Management
San Francisco,
California
|
$539K
|
-$22.5K
|
-600
|
-4%
|
|
|
1724
|
Cowen Prime Advisors
New York
|
$538K
|
+$26.1K
|
+696
|
+6%
|
|
|
1725
|
Hilltop Holdings
Dallas,
Texas
|
$536K
|
-$448K
|
-11,930
|
-48%
|
|
