|
501
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$710K
|
-$25.5K
|
-340
|
-3%
|
|
|
502
|
Cohen Klingenstein
New York
|
$699K
|
–
|
–
|
–
|
|
|
503
|
West Paces Advisors
Atlanta,
Georgia
|
$694K
|
-$5.26K
|
-70
|
-0.7%
|
|
|
504
|
My Legacy Advisors
Bend,
Oregon
|
$693K
|
+$12.8K
|
+170
|
+2%
|
|
|
505
|
Parallel Advisors
San Francisco,
California
|
$693K
|
+$37.6K
|
+500
|
+6%
|
|
|
506
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$691K
|
+$134K
|
+1,790
|
+23%
|
|
|
507
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$690K
|
-$53K
|
-706
|
-7%
|
|
|
508
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$670K
|
–
|
–
|
–
|
|
|
509
|
Stonegate Investment Group
Birmingham,
Alabama
|
$668K
|
-$12.5K
|
-166
|
-2%
|
|
|
510
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$666K
|
-$74.2K
|
-988
|
-10%
|
|
|
511
|
|
$653K
|
+$75K
|
+998
|
+12%
|
|
|
512
|
Bessemer Group
Woodbridge,
New Jersey
|
$648K
|
+$266K
|
+3,540
|
+66%
|
|
|
513
|
Cohen Capital Management
Corte Madera,
California
|
$641K
|
–
|
–
|
–
|
|
|
514
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$639K
|
+$47.9K
|
+638
|
+8%
|
|
|
515
|
Man Group
London,
United Kingdom
|
$638K
|
+$658K
|
+8,766
|
New
|
|
|
516
|
Claro Advisors
Boston,
Massachusetts
|
$637K
|
+$9.31K
|
+124
|
+1%
|
|
|
517
|
Whitney & Co
Rochester,
New York
|
$635K
|
-$113K
|
-1,508
|
-15%
|
|
|
518
|
Aveo Capital Partners
Englewood,
Colorado
|
$620K
|
-$1.2K
|
-16
|
-0.2%
|
|
|
519
|
Alan B. Lancz & Associates
Toledo,
Ohio
|
$619K
|
–
|
–
|
–
|
|
|
520
|
NewEdge Advisors
New Orleans,
Louisiana
|
$615K
|
+$41K
|
+546
|
+7%
|
|
|
521
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$607K
|
+$18.5K
|
+246
|
+3%
|
|
|
522
|
Greenline Partners
New York
|
$605K
|
–
|
–
|
–
|
|
|
523
|
|
$600K
|
+$462K
|
+6,150
|
+295%
|
|
|
524
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$597K
|
-$45.8K
|
-610
|
-7%
|
|
|
525
|
Fund Management at Engine No 1
San Francisco,
California
|
$597K
|
+$43.1K
|
+574
|
+8%
|
|
