|
601
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$1.44M
|
–
|
–
|
–
|
|
|
602
|
Frank Rimerman Advisors
Palo Alto,
California
|
$1.44M
|
+$69.9K
|
+795
|
+5%
|
|
|
603
|
Rothschild Investment LLC
Chicago,
Illinois
|
$1.44M
|
+$123K
|
+1,400
|
+10%
|
|
|
604
|
Leavell Investment Management
Mobile,
Alabama
|
$1.43M
|
-$123K
|
-1,405
|
-8%
|
|
|
605
|
First Nebraska Trust
Lincoln,
Nebraska
|
$1.43M
|
-$31.3K
|
-356
|
-2%
|
|
|
606
|
Tompkins Financial
Ithaca,
New York
|
$1.43M
|
-$10.4K
|
-118
|
-0.8%
|
|
|
607
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.42M
|
+$127K
|
+1,443
|
+10%
|
|
|
608
|
Oppenheimer & Co
New York
|
$1.42M
|
+$276K
|
+3,136
|
+26%
|
|
|
609
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$1.42M
|
+$178K
|
+2,029
|
+15%
|
|
|
610
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$1.41M
|
+$226K
|
+2,567
|
+20%
|
|
|
611
|
SVB Investment Services
Salt Lake City,
Utah
|
$1.4M
|
+$89.8K
|
+1,022
|
+7%
|
|
|
612
|
Corda Investment Management
Houston,
Texas
|
$1.39M
|
-$96.7K
|
-1,100
|
-7%
|
|
|
613
|
DF Dent & Co
Baltimore,
Maryland
|
$1.36M
|
–
|
–
|
–
|
|
|
614
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$1.35M
|
-$19.9K
|
-226
|
-2%
|
|
|
615
|
Optimal Asset Management
Los Altos,
California
|
$1.34M
|
-$7.56K
|
-86
|
-0.6%
|
|
|
616
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$1.34M
|
+$108K
|
+1,234
|
+9%
|
|
|
617
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$1.33M
|
+$56.4K
|
+642
|
+5%
|
|
|
618
|
Round Table Services
Westfield,
New Jersey
|
$1.33M
|
+$248K
|
+2,825
|
+24%
|
|
|
619
|
Continuum Advisory
Eagle,
Idaho
|
$1.33M
|
-$17K
|
-193
|
-1%
|
|
|
620
|
VanEck Associates
New York
|
$1.33M
|
+$183K
|
+2,083
|
+17%
|
|
|
621
|
Intersect Capital
San Ramon,
California
|
$1.32M
|
+$102K
|
+1,156
|
+9%
|
|
|
622
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$1.32M
|
+$185K
|
+2,104
|
+17%
|
|
|
623
|
Baker Avenue Asset Management
San Francisco,
California
|
$1.32M
|
-$144K
|
-1,640
|
-10%
|
|
|
624
|
Everhart Financial Group
Dublin,
Ohio
|
$1.32M
|
+$39.4K
|
+448
|
+3%
|
|
|
625
|
Next Capital Management
New York
|
$1.31M
|
–
|
–
|
–
|
|
