|
926
|
Concentric Wealth Management
Lafayette,
California
|
$6.36M
|
+$40.5K
|
+290
|
+0.6%
|
|
|
927
|
Spinnaker Trust
Portland,
Maine
|
$6.35M
|
-$26.6K
|
-190
|
-0.4%
|
|
|
928
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$6.34M
|
+$30K
|
+215
|
+0.5%
|
|
|
929
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$6.34M
|
+$91.8K
|
+657
|
+1%
|
|
|
930
|
Weatherly Asset Management
Del Mar,
California
|
$6.34M
|
-$2.38K
|
-17
|
-0%
|
|
|
931
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$6.29M
|
-$2.56M
|
-18,299
|
-29%
|
|
|
932
|
Executive Wealth Management
Brighton,
Michigan
|
$6.28M
|
+$626K
|
+4,482
|
+11%
|
|
|
933
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$6.28M
|
+$264K
|
+1,891
|
+4%
|
|
|
934
|
Investment House LLC
Redondo Beach,
California
|
$6.27M
|
–
|
–
|
–
|
|
|
935
|
Security National Trust
Wheeling,
West Virginia
|
$6.27M
|
+$5.17K
|
+37
|
+0.1%
|
|
|
936
|
Jacobs & Co
San Francisco,
California
|
$6.25M
|
-$261K
|
-1,865
|
-4%
|
|
|
937
|
Blackhill Capital
Morristown,
New Jersey
|
$6.24M
|
–
|
–
|
–
|
|
|
938
|
Onex Canada Asset Management
Toronto,
Ontario, Canada
|
$6.23M
|
-$3.55M
|
-25,384
|
-36%
|
|
|
939
|
JGP Wealth Management
Bend,
Oregon
|
$6.22M
|
+$48.6K
|
+348
|
+0.7%
|
|
|
940
|
M Holdings Securities
Portland,
Oregon
|
$6.18M
|
-$34.5K
|
-247
|
-0.6%
|
|
|
941
|
Profund Advisors
Bethesda,
Maryland
|
$6.12M
|
-$447K
|
-3,195
|
-7%
|
|
|
942
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$6.12M
|
+$157K
|
+1,122
|
+3%
|
|
|
943
|
Bowling Portfolio Management
Cincinnati,
Ohio
|
$6.1M
|
-$277K
|
-1,981
|
-4%
|
|
|
944
|
Whitney & Co
Rochester,
New York
|
$6.08M
|
-$444K
|
-3,175
|
-6%
|
|
|
945
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$6.06M
|
-$248K
|
-1,776
|
-4%
|
|
|
946
|
Diversified Trust
Memphis,
Tennessee
|
$6.04M
|
+$539K
|
+3,855
|
+10%
|
|
|
947
|
Petrus Trust Company
Dallas,
Texas
|
$6.03M
|
-$715K
|
-5,118
|
-11%
|
|
|
948
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$6.02M
|
+$146K
|
+1,042
|
+2%
|
|
|
949
|
Park Avenue Securities
New York
|
$5.99M
|
+$522K
|
+3,738
|
+10%
|
|
|
950
|
GAM Holding
Zurich,
Switzerland
|
$5.97M
|
-$198K
|
-1,420
|
-3%
|
|
