|
626
|
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
|
$14.4M
|
-$283K
|
-1,903
|
-2%
|
|
|
627
|
MGO One Seven
Beachwood,
Ohio
|
$14.4M
|
+$10.7M
|
+72,316
|
+466%
|
|
|
628
|
Azimuth Capital Management
Bloomfield Hills,
Michigan
|
$14.3M
|
-$769K
|
-5,182
|
-6%
|
|
|
629
|
First National Bank of Omaha
Omaha,
Nebraska
|
$14.3M
|
+$20.6K
|
+139
|
+0.2%
|
|
|
630
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$14.2M
|
+$271K
|
+1,826
|
+2%
|
|
|
631
|
Neville Rodie & Shaw
New York
|
$14.2M
|
-$142K
|
-957
|
-1%
|
|
|
632
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$14.1M
|
+$1.33M
|
+8,977
|
+12%
|
|
|
633
|
Verity & Verity
Beaufort,
South Carolina
|
$14.1M
|
+$9.8K
|
+66
|
+0.1%
|
|
|
634
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$14M
|
-$115K
|
-773
|
-0.9%
|
|
|
635
|
Sonora Investment Management Group
Tucson,
Arizona
|
$14M
|
+$12.7M
|
+85,816
|
New
|
|
|
636
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$14M
|
+$4.39M
|
+29,570
|
+53%
|
|
|
637
|
Palladium Partners
Norfolk,
Virginia
|
$14M
|
-$18.3K
|
-123
|
-0.1%
|
|
|
638
|
Linscomb Wealth
Houston,
Texas
|
$14M
|
+$164K
|
+1,102
|
+1%
|
|
|
639
|
|
$13.9M
|
+$526K
|
+3,543
|
+4%
|
|
|
640
|
SouthState Corp
Winter Haven,
Florida
|
$13.9M
|
-$169K
|
-1,138
|
-1%
|
|
|
641
|
Americana Partners
Houston,
Texas
|
$13.9M
|
+$2.82M
|
+18,977
|
+29%
|
|
|
642
|
Cerity Partners OCIO
New York
|
$13.8M
|
+$3.87M
|
+26,048
|
+45%
|
|
|
643
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$13.7M
|
-$2.84M
|
-19,155
|
-19%
|
|
|
644
|
Telos Capital Management
San Diego,
California
|
$13.7M
|
+$262K
|
+1,763
|
+2%
|
|
|
645
|
Kestra Private Wealth Services
Austin,
Texas
|
$13.6M
|
+$972K
|
+6,550
|
+9%
|
|
|
646
|
Burney Company
Reston,
Virginia
|
$13.5M
|
-$32.4K
|
-218
|
-0.3%
|
|
|
647
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$13.5M
|
+$390K
|
+2,626
|
+3%
|
|
|
648
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$13.3M
|
+$3.6M
|
+24,278
|
+42%
|
|
|
649
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$13.3M
|
+$673K
|
+4,533
|
+6%
|
|
|
650
|
South Dakota Investment Council
Sioux Falls,
South Dakota
|
$13.2M
|
–
|
–
|
–
|
|
