|
601
|
Stillwater Capital Advisors
Devon,
Pennsylvania
|
$1.22M
|
–
|
–
|
–
|
|
|
602
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$1.21M
|
-$216K
|
-1,540
|
-15%
|
|
|
603
|
RB Capital Management
Reno,
Nevada
|
$1.21M
|
-$98.9K
|
-705
|
-7%
|
|
|
604
|
CWA Asset Management Group
Naples,
Florida
|
$1.21M
|
+$700K
|
+4,989
|
+128%
|
|
|
605
|
King Wealth Management Group
Naples,
Florida
|
$1.2M
|
+$220K
|
+1,570
|
+22%
|
|
|
606
|
Main Street Research
Lakeville,
Connecticut
|
$1.2M
|
–
|
–
|
–
|
|
|
607
|
Fort Point Capital Partners
San Francisco,
California
|
$1.19M
|
+$790K
|
+5,632
|
+178%
|
|
|
608
|
Allianz Asset Management
Munich,
Germany
|
$1.19M
|
-$1.36M
|
-9,700
|
-52%
|
|
|
609
|
First Wilshire Securities Management
Pasadena,
California
|
$1.19M
|
+$1.23M
|
+8,750
|
New
|
|
|
610
|
Churchill Management
Los Angeles,
California
|
$1.19M
|
+$1.23M
|
+8,740
|
New
|
|
|
611
|
Catawba Capital Management
Roanoke,
Virginia
|
$1.19M
|
–
|
–
|
–
|
|
|
612
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$1.18M
|
-$620K
|
-4,424
|
-34%
|
|
|
613
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$1.17M
|
-$24.4K
|
-174
|
-2%
|
|
|
614
|
Credit Suisse
Zurich,
Switzerland
|
$1.16M
|
+$1.2M
|
+8,571
|
New
|
|
|
615
|
BTR Capital Management
Oakland,
California
|
$1.15M
|
-$6.59K
|
-47
|
-0.6%
|
|
|
616
|
Orca Investment Management
Roseburg,
Oregon
|
$1.13M
|
-$458K
|
-3,266
|
-28%
|
|
|
617
|
RWA Wealth Partners
Newton,
Massachusetts
|
$1.12M
|
+$195K
|
+1,390
|
+20%
|
|
|
618
|
Goelzer Investment Management
Carmel,
Indiana
|
$1.12M
|
+$36.9K
|
+263
|
+3%
|
|
|
619
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$1.11M
|
–
|
–
|
–
|
|
|
620
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.11M
|
+$15.4K
|
+110
|
+1%
|
|
|
621
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$1.11M
|
+$69.5K
|
+496
|
+6%
|
|
|
622
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$1.11M
|
+$1.14M
|
+8,150
|
New
|
|
|
623
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.1M
|
+$477K
|
+3,402
|
+72%
|
|
|
624
|
Van Strum & Towne
San Francisco,
California
|
$1.1M
|
–
|
–
|
–
|
|
|
625
|
Whittier Trust
South Pasadena,
California
|
$1.1M
|
–
|
–
|
–
|
|
