|
901
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$606K
|
-$7.65K
|
-101
|
-1%
|
|
|
902
|
Beaton Management Company
Haverhill,
Massachusetts
|
$606K
|
–
|
–
|
–
|
|
|
903
|
Pinnacle Associates
New York
|
$606K
|
+$137K
|
+1,815
|
+33%
|
|
|
904
|
Whittier Trust
South Pasadena,
California
|
$605K
|
-$22.2K
|
-293
|
-4%
|
|
|
905
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$601K
|
-$757
|
-10
|
-0.1%
|
|
|
906
|
L2 Asset Management
Wayland,
Massachusetts
|
$600K
|
+$8.48K
|
+112
|
+2%
|
|
|
907
|
Agate Pass Investment Management
Bainbridge Island,
Washington
|
$595K
|
-$28K
|
-370
|
-5%
|
|
|
908
|
IHT Wealth Management
Chicago,
Illinois
|
$594K
|
+$18.6K
|
+246
|
+4%
|
|
|
909
|
Telos Capital Management
San Diego,
California
|
$593K
|
–
|
–
|
–
|
|
|
910
|
|
$593K
|
+$30.5K
|
+403
|
+6%
|
|
|
911
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$593K
|
+$62K
|
+819
|
+13%
|
|
|
912
|
Bessemer Group
Woodbridge,
New Jersey
|
$590K
|
-$41.6K
|
-549
|
-7%
|
|
|
913
|
Penobscot Investment Management
Boston,
Massachusetts
|
$590K
|
-$82.4K
|
-1,088
|
-13%
|
|
|
914
|
Carnegie Lake Advisors
Princeton,
New Jersey
|
$589K
|
-$30.3K
|
-400
|
-5%
|
|
|
915
|
Nautilus Advisors
La Jolla,
California
|
$589K
|
–
|
–
|
–
|
|
|
916
|
Collaborative Fund Advisors
Reno,
Nevada
|
$588K
|
+$533K
|
+7,041
|
New
|
|
|
917
|
Transcend Capital Advisors
Madison,
New Jersey
|
$588K
|
+$190K
|
+2,510
|
+55%
|
|
|
918
|
James Hambro & Partners
London,
United Kingdom
|
$585K
|
–
|
–
|
–
|
|
|
919
|
WESCAP Management Group
Glendale,
California
|
$584K
|
-$82.9K
|
-1,095
|
-14%
|
|
|
920
|
Waterloo Capital
Austin,
Texas
|
$582K
|
+$20.4K
|
+269
|
+4%
|
|
|
921
|
Alethea Capital Management
Mercer Island,
Washington
|
$582K
|
+$527K
|
+6,962
|
New
|
|
|
922
|
Loudon Investment Management
West Lebanon,
New Hampshire
|
$580K
|
-$37.9K
|
-500
|
-7%
|
|
|
923
|
Jamison Private Wealth Management
Milton,
Georgia
|
$578K
|
-$57.8K
|
-764
|
-10%
|
|
|
924
|
Erste Asset Management
Vienna,
Austria
|
$575K
|
+$522K
|
+6,899
|
New
|
|
|
925
|
Private Trust Company
Cleveland,
Ohio
|
$573K
|
-$23.3K
|
-308
|
-4%
|
|
