|
476
|
Arlington Financial Advisors
Santa Barbara,
California
|
$1.25M
|
+$115K
|
+1,883
|
+10%
|
|
|
477
|
Fidelity Investments
Boston,
Massachusetts
|
$1.25M
|
+$80.3K
|
+1,320
|
+7%
|
|
|
478
|
Accredited Investors
Edina,
Minnesota
|
$1.24M
|
-$516K
|
-8,481
|
-29%
|
|
|
479
|
Susquehanna Foundation
Bala Cynwyd,
Pennsylvania
|
$1.23M
|
–
|
–
|
–
|
|
|
480
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$1.22M
|
+$59.9K
|
+985
|
+5%
|
|
|
481
|
Angeles Investment Advisors
Santa Monica,
California
|
$1.22M
|
–
|
–
|
–
|
|
|
482
|
Tocqueville Asset Management
New York
|
$1.22M
|
–
|
–
|
–
|
|
|
483
|
Sabal Trust
St. Petersburg,
Florida
|
$1.21M
|
–
|
–
|
–
|
|
|
484
|
New England Guild Wealth Advisors
Avon,
Connecticut
|
$1.21M
|
-$11.1K
|
-183
|
-0.9%
|
|
|
485
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.2M
|
-$280K
|
-4,611
|
-19%
|
|
|
486
|
Slow Capital
Greenbrae,
California
|
$1.18M
|
+$67.5K
|
+1,110
|
+6%
|
|
|
487
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$1.18M
|
-$3.1K
|
-51
|
-0.3%
|
|
|
488
|
Seaview Investment Managers
Miami,
Florida
|
$1.17M
|
+$1.18M
|
+19,358
|
New
|
|
|
489
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$1.17M
|
-$110K
|
-1,815
|
-9%
|
|
|
490
|
Asset Dedication LLC
San Francisco,
California
|
$1.13M
|
-$653K
|
-10,732
|
-36%
|
|
|
491
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$1.13M
|
-$1.53M
|
-25,144
|
-57%
|
|
|
492
|
Williams Jones Wealth Management
New York
|
$1.13M
|
–
|
–
|
–
|
|
|
493
|
Roundview Capital
Princeton,
New Jersey
|
$1.12M
|
+$45.7K
|
+751
|
+4%
|
|
|
494
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$1.11M
|
-$36.2K
|
-595
|
-3%
|
|
|
495
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.1M
|
+$124K
|
+2,038
|
+13%
|
|
|
496
|
Barrett Asset Management
New York
|
$1.1M
|
–
|
–
|
–
|
|
|
497
|
HM Payson & Co
Portland,
Maine
|
$1.1M
|
-$1.17M
|
-19,175
|
-51%
|
|
|
498
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$1.1M
|
–
|
–
|
–
|
|
|
499
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$1.09M
|
–
|
–
|
–
|
|
|
500
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$1.09M
|
-$8.09K
|
-133
|
-0.7%
|
|
