|
501
|
Cohen Klingenstein
New York
|
$7.6M
|
–
|
–
|
–
|
|
|
502
|
Advisor Partners
Walnut Creek,
California
|
$7.59M
|
+$838K
|
+30,672
|
+10%
|
|
|
503
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$7.56M
|
+$590K
|
+21,586
|
+7%
|
|
|
504
|
Spearhead Capital Advisors
Wellington,
Florida
|
$7.53M
|
+$1.01M
|
+36,804
|
+12%
|
|
|
505
|
WhitTier Trust Company
Reno,
Nevada
|
$7.51M
|
+$471K
|
+17,237
|
+5%
|
|
|
506
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
$7.49M
|
-$308K
|
-11,259
|
-3%
|
|
|
507
|
Windward Capital Management
Los Angeles,
California
|
$7.48M
|
+$791K
|
+28,951
|
+9%
|
|
|
508
|
TownSquare Capital
Provo,
Utah
|
$7.4M
|
+$723K
|
+26,478
|
+9%
|
|
|
509
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$7.38M
|
+$1.66M
|
+60,638
|
+22%
|
|
|
510
|
Community Bank
Dewitt,
New York
|
$7.31M
|
+$296K
|
+10,823
|
+3%
|
|
|
511
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$7.26M
|
+$281K
|
+10,271
|
+3%
|
|
|
512
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$7.22M
|
-$345K
|
-12,633
|
-4%
|
|
|
513
|
Venturi Wealth Management
Austin,
Texas
|
$7.22M
|
+$7.5M
|
+274,485
|
+514%
|
|
|
514
|
Allstate Corporation
Northbrook,
Illinois
|
$7.21M
|
-$14.5M
|
-531,053
|
-62%
|
|
|
515
|
Penserra Capital Management
Orinda,
California
|
$7.17M
|
+$1.88M
|
+68,717
|
+27%
|
|
|
516
|
Kanawha Capital Management
Richmond,
Virginia
|
$7.16M
|
+$50.5K
|
+1,848
|
+0.6%
|
|
|
517
|
Kings Point Capital Management
Great Neck,
New York
|
$7.11M
|
+$1.2M
|
+43,852
|
+16%
|
|
|
518
|
James Investment Research
Alpha,
Ohio
|
$7.02M
|
-$337K
|
-12,318
|
-4%
|
|
|
519
|
Keystone Financial Planning
Cleveland,
Ohio
|
$7.02M
|
+$198K
|
+7,240
|
+2%
|
|
|
520
|
|
$6.98M
|
+$7.45M
|
+272,689
|
+617%
|
|
|
521
|
Verity & Verity
Beaufort,
South Carolina
|
$6.97M
|
-$437K
|
-15,997
|
-5%
|
|
|
522
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$6.93M
|
+$48.9K
|
+1,789
|
+0.6%
|
|
|
523
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$6.91M
|
+$1.24M
|
+45,355
|
+17%
|
|
|
524
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.91M
|
-$2.98K
|
-109
|
-0%
|
|
|
525
|
Rathbones Group
Liverpool,
United Kingdom
|
$6.87M
|
+$1.47M
|
+53,712
|
+21%
|
|
