|
501
|
Wealth Effects
Boston,
Massachusetts
|
$3.11M
|
+$3.81M
|
1
|
1.29%
|
New
|
|
|
502
|
Gateway Investment Advisers
Cincinnati,
Ohio
|
$3.11M
|
-$19.8K
|
2
|
0.03%
|
Reduced
|
|
|
503
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$3.09M
|
+$5.54M
|
1
|
2.65%
|
New
|
|
|
504
|
Viridian RIA
Bothell,
Washington
|
$3.08M
|
+$3.93M
|
1
|
0.65%
|
New
|
|
|
505
|
Meiji Yasuda Asset Management
Tokyo,
Japan
|
$3.06M
|
-$1.03M
|
3
|
0.19%
|
Reduced
|
|
|
506
|
Commerce Bank
Kansas City,
Missouri
|
$3.03M
|
+$148K
|
3
|
0.02%
|
Increased
|
|
|
507
|
IEQ Capital
Foster City,
California
|
$2.98M
|
-$892K
|
3
|
0.07%
|
Reduced
|
|
|
508
|
Pacer Advisors
Malvern,
Pennsylvania
|
$2.98M
|
+$521K
|
4
|
0.03%
|
Increased
|
|
|
509
|
Westwood Holdings Group
Dallas,
Texas
|
$2.96M
|
+$124K
|
1
|
0.03%
|
Increased
|
|
|
510
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$2.93M
|
+$1.11M
|
3
|
0.17%
|
Increased
|
|
|
511
|
Hudson Bay Capital Management
Stamford,
Connecticut
|
$2.91M
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
512
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$2.91M
|
+$316K
|
3
|
0.01%
|
Increased
|
|
|
513
|
Intrepid Capital Management
Jacksonville Beach,
Florida
|
$2.88M
|
+$686K
|
1
|
1.47%
|
Increased
|
|
|
514
|
Aspiriant LLC
Los Angeles,
California
|
$2.85M
|
-$2.37M
|
1
|
0.15%
|
Reduced
|
|
|
515
|
Seven Eight Capital
New York
|
$2.83M
|
+$3.45M
|
4
|
0.51%
|
New
|
|
|
516
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$2.83M
|
-$1.24M
|
1
|
0.21%
|
Reduced
|
|
|
517
|
Geneos Wealth Management
Englewood,
Colorado
|
$2.82M
|
+$276K
|
4
|
0.11%
|
Increased
|
|
|
518
|
Ferris Capital
Marlborough,
Massachusetts
|
$2.78M
|
$0
|
3
|
0.61%
|
Maintained
|
|
|
519
|
Verition Fund Management
Greenwich,
Connecticut
|
$2.76M
|
+$1.84M
|
1
|
0.02%
|
Increased
|
|
|
520
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$2.74M
|
-$149K
|
1
|
0.3%
|
Reduced
|
|
|
521
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.74M
|
+$8.44K
|
5
|
0.02%
|
Increased
|
|
|
522
|
|
$2.71M
|
-$394K
|
1
|
0.32%
|
Reduced
|
|
|
523
|
ARS Investment Partners
New York
|
$2.68M
|
-$2.2M
|
2
|
0.25%
|
Reduced
|
|
|
524
|
Anfield Capital Management
Irvine,
California
|
$2.68M
|
$0
|
1
|
0.92%
|
Maintained
|
|
|
525
|
Eastern Bank
Boston,
Massachusetts
|
$2.68M
|
-$9.97M
|
1
|
0.12%
|
Reduced
|
|