|
601
|
Kesler Norman & Wride
Ogden,
Utah
|
$8.6M
|
+$206K
|
+816
|
+3%
|
|
|
602
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$8.58M
|
+$1.01M
|
+3,998
|
+15%
|
|
|
603
|
Perennial Advisors
New York
|
$8.54M
|
+$359K
|
+1,421
|
+5%
|
|
|
604
|
Allstate Corporation
Northbrook,
Illinois
|
$8.52M
|
-$5.05M
|
-19,994
|
-39%
|
|
|
605
|
Oak Harvest Investment Services
Houston,
Texas
|
$8.47M
|
+$445K
|
+1,762
|
+6%
|
|
|
606
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$8.46M
|
-$3.87M
|
-15,341
|
-33%
|
|
|
607
|
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
|
$8.44M
|
-$783K
|
-3,100
|
-9%
|
|
|
608
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$8.4M
|
+$71K
|
+281
|
+0.9%
|
|
|
609
|
HB Wealth Management
Atlanta,
Georgia
|
$8.27M
|
+$990K
|
+3,921
|
+15%
|
|
|
610
|
Geneos Wealth Management
Englewood,
Colorado
|
$8.21M
|
+$204K
|
+806
|
+3%
|
|
|
611
|
Great Lakes Advisors
Chicago,
Illinois
|
$8.18M
|
-$6.25M
|
-24,772
|
-45%
|
|
|
612
|
Fulcrum Asset Management
London,
United Kingdom
|
$8.16M
|
–
|
–
|
–
|
|
|
613
|
Atria Wealth Solutions
New York
|
$8.16M
|
+$7.54M
|
+29,880
|
New
|
|
|
614
|
Old National Bancorp
Evansville,
Indiana
|
$8.13M
|
+$299K
|
+1,186
|
+4%
|
|
|
615
|
Stokes Capital Advisors
Greenwood,
South Carolina
|
$8.13M
|
-$135K
|
-534
|
-2%
|
|
|
616
|
Snowden Capital Advisors
New York
|
$8.09M
|
+$1.68M
|
+6,634
|
+29%
|
|
|
617
|
Welch & Forbes
Boston,
Massachusetts
|
$8.06M
|
+$303K
|
+1,200
|
+4%
|
|
|
618
|
Erste Asset Management
Vienna,
Austria
|
$8.04M
|
-$182K
|
-721
|
-2%
|
|
|
619
|
Hantz Financial Services
Southfield,
Michigan
|
$8.01M
|
+$225K
|
+893
|
+3%
|
|
|
620
|
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
|
$7.96M
|
+$1.54M
|
+6,114
|
+27%
|
|
|
621
|
Pathstone Family Office
Englewood,
New Jersey
|
$7.92M
|
+$2.08M
|
+8,223
|
+40%
|
|
|
622
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$7.91M
|
-$145K
|
-575
|
-2%
|
|
|
623
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$7.87M
|
+$1.5M
|
+5,924
|
+26%
|
|
|
624
|
Garland Capital Management
Bellevue,
Washington
|
$7.84M
|
-$205K
|
-810
|
-3%
|
|
|
625
|
Princeton Capital Management
Red Bank,
New Jersey
|
$7.82M
|
-$128K
|
-506
|
-2%
|
|
