|
626
|
Global Endowment Management
Charlotte,
North Carolina
|
$296K
|
+$285K
|
+12,000
|
New
|
|
|
627
|
Spruce Investment Advisors
Stamford,
Connecticut
|
$294K
|
-$400K
|
-16,836
|
-59%
|
|
|
628
|
Concert Wealth Management
San Jose,
California
|
$288K
|
-$3.69M
|
-155,532
|
-93%
|
|
|
629
|
Ronald Blue & Co
Roswell,
Georgia
|
$286K
|
+$275K
|
+11,575
|
New
|
|
|
630
|
WhitTier Trust Company
Reno,
Nevada
|
$285K
|
–
|
–
|
–
|
|
|
631
|
Sterling Investment Management
Tucson,
Arizona
|
$283K
|
-$11.8K
|
-499
|
-4%
|
|
|
632
|
Janus Henderson Group
London,
|
$283K
|
+$273K
|
+11,483
|
New
|
|
|
633
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$280K
|
+$269K
|
+11,354
|
New
|
|
|
634
|
Brown Advisory Securities
Baltimore,
Maryland
|
$279K
|
-$20.6K
|
-866
|
-7%
|
|
|
635
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$279K
|
+$268K
|
+11,300
|
New
|
|
|
636
|
U.S. Global Investors (USGI)
San Antonio,
Texas
|
$276K
|
+$266K
|
+11,200
|
New
|
|
|
637
|
Clear Perspective Advisors
Aurora,
Illinois
|
$271K
|
-$57.3K
|
-2,415
|
-18%
|
|
|
638
|
Alpine Woods Capital Investors
Purchase,
New York
|
$271K
|
–
|
–
|
–
|
|
|
639
|
Sterling Global Strategies
Carlsbad,
California
|
$270K
|
+$665
|
+28
|
+0.3%
|
|
|
640
|
Colony Group
Boston,
Massachusetts
|
$270K
|
+$27.1K
|
+1,141
|
+12%
|
|
|
641
|
White Pine Capital
Bloomington,
Minnesota
|
$269K
|
–
|
–
|
–
|
|
|
642
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$268K
|
+$258K
|
+10,867
|
New
|
|
|
643
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$265K
|
+$255K
|
+10,725
|
New
|
|
|
644
|
Quest Investment Management
Lake Oswego,
Oregon
|
$264K
|
–
|
–
|
–
|
|
|
645
|
SouthState Corp
Winter Haven,
Florida
|
$264K
|
–
|
–
|
–
|
|
|
646
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$262K
|
+$5.93K
|
+250
|
+2%
|
|
|
647
|
TD Asset Management
Toronto,
Ontario, Canada
|
$259K
|
-$48.5K
|
-2,043
|
-16%
|
|
|
648
|
Braun Stacey Associates
New York
|
$256K
|
–
|
–
|
–
|
|
|
649
|
NWAM LLC
Mercer Island,
Washington
|
$253K
|
–
|
–
|
–
|
|
|
650
|
Allegis Investment Advisors
Idaho Falls,
Idaho
|
$253K
|
+$244K
|
+10,275
|
New
|
|
