|
951
|
Legacy Private Trust
Neenah,
Wisconsin
|
$37.3M
|
-$2.12M
|
-17,965
|
-6%
|
|
|
952
|
Lattice Capital Management
Kirkland,
Washington
|
$37.2M
|
–
|
–
|
–
|
|
|
953
|
Qtron Investments
Boston,
Massachusetts
|
$37M
|
+$8.39K
|
+71
|
+0%
|
|
|
954
|
Burney Company
Reston,
Virginia
|
$37M
|
+$1.12M
|
+9,441
|
+3%
|
|
|
955
|
Summit Financial
Parsippany,
New Jersey
|
$37M
|
+$464K
|
+3,931
|
+1%
|
|
|
956
|
Fidelis Capital Partners
Tampa,
Florida
|
$36.9M
|
+$1.5M
|
+12,704
|
+5%
|
|
|
957
|
SlateStone Wealth
Jupiter,
Florida
|
$36.8M
|
+$6.97M
|
+59,007
|
+24%
|
|
|
958
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$36.8M
|
–
|
–
|
–
|
|
|
959
|
Albion Financial Group
Salt Lake City,
Utah
|
$36.7M
|
+$29.2M
|
+247,444
|
+453%
|
|
|
960
|
Covenant Asset Management
Chester,
New Jersey
|
$36.5M
|
-$1.74M
|
-14,768
|
-5%
|
|
|
961
|
Western Wealth Management
Golden,
Colorado
|
$36.5M
|
+$5.94M
|
+50,286
|
+20%
|
|
|
962
|
Gemmer Asset Management
Walnut Creek,
California
|
$36.3M
|
-$16.9M
|
-142,659
|
-32%
|
|
|
963
|
Aljian Capital Management
Carson City,
Nevada
|
$36.3M
|
+$2.43M
|
+20,580
|
+7%
|
|
|
964
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$36.1M
|
-$3.27M
|
-27,681
|
-9%
|
|
|
965
|
MIRAE ASSET SECURITIES (USA) INC.
New York
|
$35.9M
|
-$161K
|
-1,365
|
-0.5%
|
|
|
966
|
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
|
$35.9M
|
–
|
–
|
–
|
|
|
967
|
Westwood Holdings Group
Dallas,
Texas
|
$35.9M
|
+$6.71M
|
+56,775
|
+24%
|
|
|
968
|
Level Four Advisory Services
Dallas,
Texas
|
$35.8M
|
-$4.02M
|
-33,994
|
-11%
|
|
|
969
|
Eagle Global Advisors
Houston,
Texas
|
$35.6M
|
+$31.3K
|
+265
|
+0.1%
|
|
|
970
|
Occidental Asset Management
Burlingame,
California
|
$35.6M
|
-$1.19M
|
-10,052
|
-3%
|
|
|
971
|
Procyon Advisors
Shelton,
Connecticut
|
$35.6M
|
+$633K
|
+5,356
|
+2%
|
|
|
972
|
JW Asset Management
Miami Beach,
Florida
|
$35.5M
|
+$1.3M
|
+11,000
|
+4%
|
|
|
973
|
Front Row Advisors
Tiburon,
California
|
$35.5M
|
-$618K
|
-5,231
|
-2%
|
|
|
974
|
Insigneo Advisory Services
Miami,
Florida
|
$35.4M
|
-$2.23M
|
-18,843
|
-6%
|
|
|
975
|
Bensler
Bellevue,
Washington
|
$35.4M
|
+$213K
|
+1,806
|
+0.6%
|
|
