|
801
|
Aspiriant LLC
Los Angeles,
California
|
$696K
|
+$130K
|
+3,000
|
+23%
|
|
|
802
|
Regent Investment Management
Louisville,
Kentucky
|
$689K
|
–
|
–
|
–
|
|
|
803
|
SFMG Wealth Advisors
Plano,
Texas
|
$686K
|
+$724K
|
+16,720
|
New
|
|
|
804
|
Chatham Capital Group
Savannah,
Georgia
|
$683K
|
-$72.8K
|
-1,680
|
-9%
|
|
|
805
|
M&R Capital Management
Summit,
New Jersey
|
$679K
|
-$7.45K
|
-172
|
-1%
|
|
|
806
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$673K
|
-$26K
|
-600
|
-4%
|
|
|
807
|
City Holding Co
Charleston,
West Virginia
|
$672K
|
+$3.25K
|
+75
|
+0.5%
|
|
|
808
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$666K
|
+$30K
|
+692
|
+4%
|
|
|
809
|
Quotient Investors
New York
|
$660K
|
-$1.19M
|
-27,400
|
-63%
|
|
|
810
|
Auxier Asset Management
Aurora,
Oregon
|
$659K
|
-$4.33K
|
-100
|
-0.6%
|
|
|
811
|
Cypress Capital Group
Palm Beach,
Florida
|
$656K
|
-$39K
|
-900
|
-5%
|
|
|
812
|
Bell Bank
Fargo,
North Dakota
|
$656K
|
-$21K
|
-485
|
-3%
|
|
|
813
|
Callahan Advisors
Houston,
Texas
|
$656K
|
–
|
–
|
–
|
|
|
814
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$651K
|
–
|
–
|
–
|
|
|
815
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$650K
|
–
|
–
|
–
|
|
|
816
|
Cypress Asset Management
Houston,
Texas
|
$644K
|
–
|
–
|
–
|
|
|
817
|
Miller Howard Investments
Kingston,
New York
|
$644K
|
–
|
–
|
–
|
|
|
818
|
Nomura Holdings
Tokyo,
Japan
|
$641K
|
-$4.54M
|
-104,792
|
-87%
|
|
|
819
|
Perigon Wealth Management
San Francisco,
California
|
$639K
|
–
|
–
|
–
|
|
|
820
|
Legacy Capital Partners
Milwaukee,
Wisconsin
|
$633K
|
+$17.3K
|
+400
|
+3%
|
|
|
821
|
Forward Management
San Francisco,
California
|
$630K
|
-$21.2K
|
-489
|
-3%
|
|
|
822
|
Hudson Valley Investment Advisors
Goshen,
New York
|
$628K
|
-$26K
|
-600
|
-4%
|
|
|
823
|
Cohen Klingenstein
New York
|
$627K
|
–
|
–
|
–
|
|
|
824
|
L.J. Altfest & Co
New York
|
$625K
|
-$19.4K
|
-447
|
-3%
|
|
|
825
|
|
$623K
|
–
|
–
|
–
|
|
