|
401
|
Summit Partners Public Asset Management
Boston,
Massachusetts
|
$14.2M
|
-$60.8M
|
-857,000
|
-81%
|
|
|
402
|
First American Trust
Santa Ana,
California
|
$14.1M
|
+$3.87M
|
+54,575
|
+38%
|
|
|
403
|
Caldwell Trust
Venice,
Florida
|
$14M
|
+$228K
|
+3,211
|
+2%
|
|
|
404
|
Covalis Capital
London,
United Kingdom
|
$14M
|
-$121M
|
-1,711,274
|
-90%
|
|
|
405
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$13.9M
|
-$1.57M
|
-22,172
|
-11%
|
|
|
406
|
Lazard Asset Management
New York
|
$13.9M
|
-$8.45M
|
-119,063
|
-38%
|
|
|
407
|
Citizens Financial Group
Providence,
Rhode Island
|
$13.8M
|
+$269K
|
+3,796
|
+2%
|
|
|
408
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$13.8M
|
+$167K
|
+2,360
|
+1%
|
|
|
409
|
Neville Rodie & Shaw
New York
|
$13.7M
|
-$907K
|
-12,790
|
-6%
|
|
|
410
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$13.6M
|
-$175K
|
-2,460
|
-1%
|
|
|
411
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$13.6M
|
-$1.62M
|
-22,845
|
-11%
|
|
|
412
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$13.6M
|
+$2.15M
|
+30,272
|
+19%
|
|
|
413
|
ALPS Advisors
Denver,
Colorado
|
$13.6M
|
–
|
–
|
–
|
|
|
414
|
First National Bank of Omaha
Omaha,
Nebraska
|
$13.5M
|
+$396K
|
+5,587
|
+3%
|
|
|
415
|
Liontrust Investment Partners
London,
United Kingdom
|
$13.5M
|
+$13.5M
|
+190,000
|
New
|
|
|
416
|
Waratah Capital Advisors
Toronto,
Ontario, Canada
|
$13.4M
|
+$7.99M
|
+112,581
|
+146%
|
|
|
417
|
Patten & Patten
Chattanooga,
Tennessee
|
$13.4M
|
-$172K
|
-2,419
|
-1%
|
|
|
418
|
Bourgeon Capital Management
Darien,
Connecticut
|
$13.4M
|
+$99.6K
|
+1,404
|
+0.7%
|
|
|
419
|
Alley Investment Management Company
Lake Forest,
Illinois
|
$13.3M
|
+$1.99M
|
+27,990
|
+17%
|
|
|
420
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$13.3M
|
-$1.26M
|
-17,765
|
-9%
|
|
|
421
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$13.3M
|
-$528K
|
-7,437
|
-4%
|
|
|
422
|
PineBridge Investments
New York
|
$13.3M
|
+$3.56M
|
+50,134
|
+37%
|
|
|
423
|
Snowden Capital Advisors
New York
|
$13.2M
|
+$161K
|
+2,265
|
+1%
|
|
|
424
|
HoyleCohen
San Diego,
California
|
$13.2M
|
+$49.2K
|
+693
|
+0.4%
|
|
|
425
|
Congress Asset Management
Boston,
Massachusetts
|
$13.2M
|
-$830K
|
-11,699
|
-6%
|
|
