|
501
|
Ingalls & Snyder LLC
New York
|
$235K
|
–
|
–
|
–
|
|
|
502
|
Investment Management of Virginia
Richmond,
Virginia
|
$235K
|
–
|
–
|
–
|
|
|
503
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$232K
|
+$235K
|
+2,770
|
New
|
|
|
504
|
Edmond de Rothschild (Suisse)
Geneva,
Switzerland
|
$232K
|
+$235K
|
+2,770
|
New
|
|
|
505
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$231K
|
–
|
–
|
–
|
|
|
506
|
Comerica Bank
Dallas,
Texas
|
$230K
|
-$68.8K
|
-812
|
-23%
|
|
|
507
|
EP Wealth Advisors
Torrance,
California
|
$229K
|
-$17.9K
|
-211
|
-7%
|
|
|
508
|
Montecito Bank & Trust
Santa Barbara,
California
|
$229K
|
–
|
–
|
–
|
|
|
509
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$229K
|
–
|
–
|
–
|
|
|
510
|
Signature Financial Management
Norfolk,
Virginia
|
$228K
|
–
|
–
|
–
|
|
|
511
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$228K
|
+$231K
|
+2,720
|
New
|
|
|
512
|
Numeric Investors
Boston,
Massachusetts
|
$227K
|
-$17K
|
-200
|
-7%
|
|
|
513
|
Financial Advisory Group
Houston,
Texas
|
$227K
|
–
|
–
|
–
|
|
|
514
|
CT Financial Advisors
Chadds Ford,
Pennsylvania
|
$222K
|
-$15.8K
|
-186
|
-7%
|
|
|
515
|
Avior Wealth Management
Omaha,
Nebraska
|
$222K
|
+$197K
|
+2,323
|
+731%
|
|
|
516
|
Denver Investment Advisors
Denver,
Colorado
|
$222K
|
+$225K
|
+2,651
|
New
|
|
|
517
|
Parametric Portfolio Associates
Seattle,
Washington
|
$221K
|
-$593
|
-7
|
-0.3%
|
|
|
518
|
Investment Partners
New Philadelphia,
Ohio
|
$219K
|
+$1.02K
|
+12
|
+0.5%
|
|
|
519
|
Grove Bank & Trust
Miami,
Florida
|
$218K
|
–
|
–
|
–
|
|
|
520
|
Parsec Financial Management
Asheville,
North Carolina
|
$218K
|
–
|
–
|
–
|
|
|
521
|
CPWM LLC
Seattle,
Washington
|
$218K
|
+$339
|
+4
|
+0.2%
|
|
|
522
|
Gould Asset Management
Claremont,
California
|
$216K
|
–
|
–
|
–
|
|
|
523
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$216K
|
+$85
|
+1
|
+0%
|
|
|
524
|
Cribstone Capital Management
Augusta,
Maine
|
$215K
|
-$12.5K
|
-147
|
-5%
|
|
|
525
|
Aureus Asset Management
Boston,
Massachusetts
|
$215K
|
–
|
–
|
–
|
|
