|
351
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$970K
|
+$337K
|
+3,169
|
+54%
|
|
|
352
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$950K
|
+$939K
|
+8,840
|
New
|
|
|
353
|
Franklin Resources
San Mateo,
California
|
$943K
|
+$566K
|
+5,330
|
+154%
|
|
|
354
|
Diversified
Wilmington,
Delaware
|
$939K
|
–
|
–
|
–
|
|
|
355
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$919K
|
+$909K
|
+8,552
|
New
|
|
|
356
|
Cardiff Park Advisors
Carlsbad,
California
|
$909K
|
+$899K
|
+8,461
|
New
|
|
|
357
|
Marcum Wealth
Cleveland,
Ohio
|
$907K
|
+$897K
|
+8,443
|
New
|
|
|
358
|
Valeo Financial Advisors
Carmel,
Indiana
|
$902K
|
+$20K
|
+188
|
+2%
|
|
|
359
|
MGO One Seven
Beachwood,
Ohio
|
$901K
|
+$14.6K
|
+137
|
+2%
|
|
|
360
|
|
$887K
|
+$878K
|
+8,260
|
New
|
|
|
361
|
Cerity Partners OCIO
New York
|
$885K
|
+$154K
|
+1,446
|
+21%
|
|
|
362
|
Perigon Wealth Management
San Francisco,
California
|
$881K
|
+$504K
|
+4,747
|
+137%
|
|
|
363
|
Evercore Wealth Management
New York
|
$878K
|
+$46.1K
|
+434
|
+6%
|
|
|
364
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$875K
|
+$79.6K
|
+749
|
+10%
|
|
|
365
|
Coldstream Capital Management
Bellevue,
Washington
|
$869K
|
-$53.6K
|
-504
|
-6%
|
|
|
366
|
|
$868K
|
+$59.6K
|
+561
|
+7%
|
|
|
367
|
Meridian Wealth Advisors
Austin,
Texas
|
$863K
|
+$6.27K
|
+59
|
+0.7%
|
|
|
368
|
InterOcean Capital Group
Nashville,
Tennessee
|
$859K
|
–
|
–
|
–
|
|
|
369
|
Beacon Pointe Advisors
Newport Beach,
California
|
$856K
|
-$147K
|
-1,383
|
-15%
|
|
|
370
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$853K
|
–
|
–
|
–
|
|
|
371
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$848K
|
-$21.3K
|
-200
|
-2%
|
|
|
372
|
Private Ocean
San Rafael,
California
|
$846K
|
+$27K
|
+254
|
+3%
|
|
|
373
|
|
$844K
|
-$116M
|
-1,094,078
|
-99%
|
|
|
374
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$844K
|
+$45.7K
|
+430
|
+6%
|
|
|
375
|
Donor Advised Charitable Giving
San Francisco,
California
|
$830K
|
-$101K
|
-946
|
-11%
|
|
