|
801
|
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
$545K
|
+$522K
|
+8,550
|
New
|
|
|
802
|
9258 Wealth Management
Blue Ash,
Ohio
|
$543K
|
+$18.3K
|
+300
|
+4%
|
|
|
803
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$542K
|
-$50.4K
|
-825
|
-9%
|
|
|
804
|
Arvest Trust
Bartlesville,
Oklahoma
|
$540K
|
-$916
|
-15
|
-0.2%
|
|
|
805
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$538K
|
–
|
–
|
–
|
|
|
806
|
WealthSource Partners
San Luis Obispo,
California
|
$534K
|
+$512K
|
+8,385
|
New
|
|
|
807
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$532K
|
-$19.2K
|
-315
|
-4%
|
|
|
808
|
E Fund Management
Guangzhou,
China
|
$532K
|
-$102K
|
-1,665
|
-17%
|
|
|
809
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$530K
|
–
|
–
|
–
|
|
|
810
|
Manchester Capital Management
Manchester,
Vermont
|
$529K
|
+$916
|
+15
|
+0.2%
|
|
|
811
|
Clean Yield Group
Norwich,
Vermont
|
$525K
|
–
|
–
|
–
|
|
|
812
|
1776 Wealth
Atlanta,
Georgia
|
$524K
|
-$321K
|
-5,250
|
-39%
|
|
|
813
|
Waterfront Wealth
Overland Park,
Kansas
|
$523K
|
-$524K
|
-8,580
|
-51%
|
|
|
814
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$523K
|
+$4.58K
|
+75
|
+0.9%
|
|
|
815
|
Oversea-Chinese Banking Corp (OCBC)
Singapore
|
$520K
|
+$498K
|
+8,160
|
New
|
|
|
816
|
Valeo Financial Advisors
Carmel,
Indiana
|
$517K
|
-$40.3K
|
-660
|
-8%
|
|
|
817
|
Castleview Partners
Dallas,
Texas
|
$513K
|
+$43.1K
|
+705
|
+10%
|
|
|
818
|
Evergreen Capital Management
Bellevue,
Washington
|
$511K
|
+$11.9K
|
+195
|
+2%
|
|
|
819
|
Transcend Capital Advisors
Madison,
New Jersey
|
$509K
|
-$53.1K
|
-870
|
-10%
|
|
|
820
|
Citizens Financial Group
Providence,
Rhode Island
|
$509K
|
–
|
–
|
–
|
|
|
821
|
West Family Investments
Carlsbad,
California
|
$509K
|
+$10.1K
|
+165
|
+2%
|
|
|
822
|
Spouting Rock Asset Management
Bryn Mawr,
Pennsylvania
|
$503K
|
-$69.6K
|
-1,140
|
-13%
|
|
|
823
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$502K
|
+$58.6K
|
+960
|
+14%
|
|
|
824
|
Palumbo Wealth Management
Great Neck,
New York
|
$502K
|
+$481K
|
+7,875
|
New
|
|
|
825
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$499K
|
-$43.1K
|
-705
|
-8%
|
|
