|
951
|
ArchPoint Investors
Coral Gables,
Florida
|
$150M
|
-$28.6M
|
3
|
50.8%
|
Reduced
|
|
|
952
|
Baskin Financial Services
Toronto,
Ontario, Canada
|
$150M
|
-$731K
|
4
|
13.71%
|
Reduced
|
|
|
953
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$149M
|
+$6.11M
|
14
|
7.38%
|
Increased
|
|
|
954
|
Montag & Associates
Atlanta,
Georgia
|
$149M
|
+$1.47M
|
15
|
7.93%
|
Increased
|
|
|
955
|
Renaissance Group
Covington,
Kentucky
|
$149M
|
-$1.61M
|
8
|
6.25%
|
Reduced
|
|
|
956
|
Caledonia Investments plc (UK)
London England,
United Kingdom
|
$149M
|
-$4.92M
|
2
|
26.98%
|
Reduced
|
|
|
957
|
Waratah Capital Advisors
Toronto,
Ontario, Canada
|
$149M
|
+$14.9M
|
4
|
2.1%
|
Increased
|
|
|
958
|
Nichols & Pratt Advisers
Boston,
Massachusetts
|
$149M
|
-$240K
|
5
|
11.23%
|
Reduced
|
|
|
959
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$149M
|
+$2.68M
|
7
|
6.05%
|
Increased
|
|
|
960
|
Sather Financial Group
Victoria,
Texas
|
$148M
|
+$1.09M
|
4
|
15.59%
|
Increased
|
|
|
961
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$148M
|
-$7.27M
|
6
|
9.42%
|
Reduced
|
|
|
962
|
Kintegral Advisory
New York
|
$148M
|
$0
|
6
|
17.5%
|
Maintained
|
|
|
963
|
Wolverine Trading
Chicago,
Illinois
|
$148M
|
-$481M
|
24
|
0.23%
|
Reduced
|
|
|
964
|
Albion Financial Group
Salt Lake City,
Utah
|
$148M
|
+$140M
|
16
|
12.79%
|
New
|
|
|
965
|
Kestra Private Wealth Services
Austin,
Texas
|
$147M
|
+$5.07M
|
18
|
8.96%
|
Increased
|
|
|
966
|
Reilly Financial Advisors
La Mesa,
California
|
$147M
|
-$3.5M
|
18
|
11.88%
|
Reduced
|
|
|
967
|
Investment Management Corp of Ontario (IMCO)
Toronto,
Canada
|
$147M
|
-$155M
|
2
|
6.34%
|
Reduced
|
|
|
968
|
Snowden Capital Advisors
New York
|
$147M
|
+$5.5M
|
13
|
7.35%
|
Increased
|
|
|
969
|
WestEnd Advisors
Charlotte,
North Carolina
|
$147M
|
-$132M
|
0
|
–
|
Closed
|
|
|
970
|
Calamos Wealth Management
Naperville,
Illinois
|
$147M
|
-$2.4M
|
9
|
11.41%
|
Reduced
|
|
|
971
|
Park Presidio Capital
San Francisco,
California
|
$146M
|
+$8.55M
|
1
|
14.03%
|
Increased
|
|
|
972
|
Barton Investment Management
West Conshohocken,
Pennsylvania
|
$146M
|
-$1.97M
|
5
|
12.02%
|
Reduced
|
|
|
973
|
Redpoint Investment Management
Sydney, NSW,
Australia
|
$146M
|
-$4.59M
|
13
|
11.94%
|
Reduced
|
|
|
974
|
GW & Wade
Wellesley,
Massachusetts
|
$146M
|
-$1.47M
|
10
|
7.02%
|
Reduced
|
|
|
975
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$146M
|
+$1.98M
|
6
|
15.09%
|
Increased
|
|
