|
551
|
Concurrent Investment Advisors
Tampa,
Florida
|
$8.92M
|
+$451K
|
+3,558
|
+6%
|
|
|
552
|
Circle Wealth Management
Summit,
New Jersey
|
$8.85M
|
+$254
|
+2
|
+0%
|
|
|
553
|
Neville Rodie & Shaw
New York
|
$8.82M
|
-$169K
|
-1,331
|
-2%
|
|
|
554
|
Metis Global Partners
San Diego,
California
|
$8.81M
|
+$1.14M
|
+9,023
|
+16%
|
|
|
555
|
Perigon Wealth Management
San Francisco,
California
|
$8.81M
|
-$859K
|
-6,777
|
-9%
|
|
|
556
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$8.8M
|
-$326K
|
-2,574
|
-4%
|
|
|
557
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$8.73M
|
+$8.35M
|
+65,892
|
New
|
|
|
558
|
First National Bank of Omaha
Omaha,
Nebraska
|
$8.71M
|
-$1.38M
|
-10,906
|
-14%
|
|
|
559
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$8.62M
|
-$2.08M
|
-16,418
|
-20%
|
|
|
560
|
Cohen Capital Management
Corte Madera,
California
|
$8.62M
|
–
|
–
|
–
|
|
|
561
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$8.57M
|
-$2.19M
|
-17,250
|
-21%
|
|
|
562
|
Paradoxiom Capital
Stamford,
Connecticut
|
$8.57M
|
+$8.2M
|
+64,696
|
New
|
|
|
563
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$8.54M
|
-$466K
|
-3,674
|
-5%
|
|
|
564
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$8.51M
|
+$120K
|
+949
|
+1%
|
|
|
565
|
Renaissance Technologies
New York
|
$8.46M
|
+$3.56M
|
+28,115
|
+79%
|
|
|
566
|
Osborne Partners Capital Management
San Francisco,
California
|
$8.45M
|
-$410K
|
-3,237
|
-5%
|
|
|
567
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
$8.44M
|
-$191K
|
-1,507
|
-2%
|
|
|
568
|
Romano Brothers & Co
Evanston,
Illinois
|
$8.43M
|
-$44.1K
|
-348
|
-0.5%
|
|
|
569
|
Shorepoint Capital Partners
Norwood,
Massachusetts
|
$8.37M
|
+$270K
|
+2,128
|
+3%
|
|
|
570
|
Narwhal Capital Management
Marietta,
Georgia
|
$8.37M
|
+$40.8K
|
+322
|
+0.5%
|
|
|
571
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
$8.35M
|
-$720K
|
-5,676
|
-8%
|
|
|
572
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$8.35M
|
-$2.92M
|
-23,006
|
-27%
|
|
|
573
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$8.33M
|
-$38.4K
|
-303
|
-0.5%
|
|
|
574
|
CX Institutional
Auburn,
Indiana
|
$8.33M
|
-$286K
|
-2,258
|
-3%
|
|
|
575
|
Congress Wealth Management
Boston,
Massachusetts
|
$8.31M
|
+$1.57M
|
+12,407
|
+25%
|
|
