|
526
|
Barrett Asset Management
New York
|
$384K
|
–
|
–
|
–
|
|
|
527
|
Perigon Wealth Management
San Francisco,
California
|
$378K
|
+$366K
|
+11,580
|
New
|
|
|
528
|
Cornerstone Capital
Palo Alto,
California
|
$376K
|
+$364K
|
+11,514
|
New
|
|
|
529
|
Evermay Wealth Management
Arlington,
Virginia
|
$373K
|
–
|
–
|
–
|
|
|
530
|
Summit Asset Management
Memphis,
Tennessee
|
$372K
|
–
|
–
|
–
|
|
|
531
|
Whittier Trust
South Pasadena,
California
|
$372K
|
+$41.1K
|
+1,300
|
+13%
|
|
|
532
|
Advisor Partners
Walnut Creek,
California
|
$370K
|
+$69.1K
|
+2,186
|
+22%
|
|
|
533
|
Diligent Investors
Redlands,
California
|
$369K
|
–
|
–
|
–
|
|
|
534
|
Virtu KCG Holdings
New York
|
$367K
|
+$355K
|
+11,242
|
New
|
|
|
535
|
TCI Wealth Advisors
Tucson,
Arizona
|
$359K
|
-$30.9K
|
-979
|
-8%
|
|
|
536
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$358K
|
-$68.8K
|
-2,177
|
-17%
|
|
|
537
|
BTR Capital Management
Oakland,
California
|
$357K
|
–
|
–
|
–
|
|
|
538
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$356K
|
–
|
–
|
–
|
|
|
539
|
Mizuho Asset Management
Tokyo,
Japan
|
$354K
|
+$87.6K
|
+2,772
|
+34%
|
|
|
540
|
SVB Wealth
Boston,
Massachusetts
|
$339K
|
+$4.11K
|
+130
|
+1%
|
|
|
541
|
Creative Planning
Overland Park,
Kansas
|
$333K
|
-$1.55K
|
-49
|
-0.5%
|
|
|
542
|
Rand Wealth
Baltimore,
Maryland
|
$331K
|
–
|
–
|
–
|
|
|
543
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$327K
|
–
|
–
|
–
|
|
|
544
|
Coe Capital Management
Highland Park,
Illinois
|
$327K
|
–
|
–
|
–
|
|
|
545
|
Glynn Capital Management
Menlo Park,
California
|
$326K
|
–
|
–
|
–
|
|
|
546
|
Northeast Financial Consultants
Westport,
Connecticut
|
$326K
|
–
|
–
|
–
|
|
|
547
|
Loeb Partners Corp
New York
|
$326K
|
+$316K
|
+10,000
|
New
|
|
|
548
|
Next Financial Group
Houston,
Texas
|
$322K
|
-$28K
|
-887
|
-8%
|
|
|
549
|
Yorktown Management & Research Company
Forest,
Virginia
|
$318K
|
–
|
–
|
–
|
|
|
550
|
Mission Wealth Management
Santa Barbara,
California
|
$317K
|
+$329K
|
+10,410
|
New
|
|
