|
501
|
Middleton & Co
Boston,
Massachusetts
|
$1.05M
|
-$201K
|
-701
|
-16%
|
|
|
502
|
Syon Capital
San Francisco,
California
|
$1.05M
|
+$397K
|
+1,382
|
+61%
|
|
|
503
|
Segment Wealth Management
Houston,
Texas
|
$1.04M
|
-$489K
|
-1,702
|
-32%
|
|
|
504
|
Montecito Bank & Trust
Santa Barbara,
California
|
$1.04M
|
+$1.04M
|
+3,612
|
New
|
|
|
505
|
Mission Wealth Management
Santa Barbara,
California
|
$1.04M
|
-$115K
|
-399
|
-10%
|
|
|
506
|
Dai-ichi Life Insurance Company
Tokyo,
Japan
|
$1.03M
|
–
|
–
|
–
|
|
|
507
|
Whittier Trust
South Pasadena,
California
|
$1.03M
|
+$177K
|
+616
|
+21%
|
|
|
508
|
Machina Capital
Paris,
France
|
$1.02M
|
+$1.01M
|
+3,533
|
New
|
|
|
509
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$1.02M
|
+$87.8K
|
+306
|
+10%
|
|
|
510
|
AssetMark Inc
Concord,
California
|
$1.01M
|
-$381K
|
-1,327
|
-28%
|
|
|
511
|
Rogco LP
Claremore,
Oklahoma
|
$1.01M
|
-$63.1K
|
-220
|
-6%
|
|
|
512
|
Schonfeld Strategic Advisors
New York
|
$1M
|
-$2.01K
|
-7
|
-0.2%
|
|
|
513
|
Snowden Capital Advisors
New York
|
$1,000K
|
-$289K
|
-1,008
|
-23%
|
|
|
514
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$995K
|
-$94.7K
|
-330
|
-9%
|
|
|
515
|
DZ Bank
Frankfurt Am Main,
Germany
|
$992K
|
+$497K
|
+1,733
|
+102%
|
|
|
516
|
Old Port Advisors
Portland,
Maine
|
$990K
|
-$294K
|
-1,024
|
-23%
|
|
|
517
|
Naples Global Advisors
Naples,
Florida
|
$985K
|
+$112K
|
+389
|
+13%
|
|
|
518
|
Assenagon Asset Management
Senningerberg,
Luxembourg
|
$967K
|
-$134K
|
-467
|
-12%
|
|
|
519
|
Romano Brothers & Co
Evanston,
Illinois
|
$963K
|
+$1.44K
|
+5
|
+0.2%
|
|
|
520
|
Cresset Asset Management
Chicago,
Illinois
|
$953K
|
+$40.5K
|
+141
|
+4%
|
|
|
521
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$951K
|
+$3.36M
|
+11,694
|
+14,992%
|
|
|
522
|
|
$946K
|
-$66.3K
|
-231
|
-7%
|
|
|
523
|
Formidable Asset Management
Cincinnati,
Ohio
|
$946K
|
-$38.5K
|
-134
|
-4%
|
|
|
524
|
Family Legacy Inc
Greenville,
South Carolina
|
$943K
|
+$2.87K
|
+10
|
+0.3%
|
|
|
525
|
Sumitomo Life Insurance
Tokyo,
Japan
|
$942K
|
-$28.1K
|
-98
|
-3%
|
|
