|
601
|
Global Endowment Management
Charlotte,
North Carolina
|
$7.77M
|
–
|
–
|
–
|
|
|
602
|
Prudent Man Advisors
Naperville,
Illinois
|
$7.75M
|
-$192K
|
-4,180
|
-2%
|
|
|
603
|
Investment Partners
New Philadelphia,
Ohio
|
$7.71M
|
-$76.7K
|
-1,668
|
-1%
|
|
|
604
|
Camden National Bank
Camden,
Maine
|
$7.67M
|
+$11.3K
|
+246
|
+0.1%
|
|
|
605
|
Baker Avenue Asset Management
San Francisco,
California
|
$7.65M
|
+$42.4K
|
+921
|
+0.6%
|
|
|
606
|
Zuckerman Investment Group
Chicago,
Illinois
|
$7.63M
|
-$76.9K
|
-1,671
|
-1%
|
|
|
607
|
Roth Financial Partners
Kingwood,
Texas
|
$7.62M
|
-$212K
|
-4,606
|
-3%
|
|
|
608
|
Petredis Investment Advisors
Warrendale,
Pennsylvania
|
$7.59M
|
+$357K
|
+7,765
|
+5%
|
|
|
609
|
Frank Rimerman Advisors
Palo Alto,
California
|
$7.59M
|
+$1.34M
|
+29,167
|
+22%
|
|
|
610
|
Ancora Advisors
Cleveland,
Ohio
|
$7.58M
|
-$66.6K
|
-1,447
|
-0.9%
|
|
|
611
|
American Investment Services
Great Barrington,
Massachusetts
|
$7.5M
|
-$814K
|
-17,706
|
-10%
|
|
|
612
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$7.49M
|
+$5.37M
|
+116,709
|
+258%
|
|
|
613
|
Private Trust Company
Cleveland,
Ohio
|
$7.48M
|
-$520K
|
-11,312
|
-7%
|
|
|
614
|
Focus Financial Network
Minneapolis,
Minnesota
|
$7.48M
|
-$74.5K
|
-1,620
|
-1%
|
|
|
615
|
NWAM LLC
Mercer Island,
Washington
|
$7.48M
|
+$3.43M
|
+74,576
|
+85%
|
|
|
616
|
Creative Financial Designs
Kokomo,
Indiana
|
$7.48M
|
+$970K
|
+21,086
|
+15%
|
|
|
617
|
Merriman Wealth Management
Seattle,
Washington
|
$7.46M
|
+$85.3K
|
+1,854
|
+1%
|
|
|
618
|
HB Wealth Management
Atlanta,
Georgia
|
$7.45M
|
-$41.4K
|
-900
|
-0.6%
|
|
|
619
|
Angeles Investment Advisors
Santa Monica,
California
|
$7.42M
|
-$189M
|
-4,098,317
|
-96%
|
|
|
620
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$7.42M
|
+$1.82M
|
+39,576
|
+33%
|
|
|
621
|
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
$7.4M
|
-$3.09M
|
-67,092
|
-30%
|
|
|
622
|
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
$7.39M
|
–
|
–
|
–
|
|
|
623
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$7.38M
|
+$95K
|
+2,066
|
+1%
|
|
|
624
|
Live Oak Investment Partners
Austin,
Texas
|
$7.38M
|
–
|
–
|
–
|
|
|
625
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$7.32M
|
+$1.41M
|
+30,760
|
+24%
|
|
