|
326
|
Avior Wealth Management
Omaha,
Nebraska
|
$1.24M
|
-$218K
|
-9,600
|
-17%
|
|
|
327
|
Holt Capital Partners
Fort Worth,
Texas
|
$1.22M
|
+$6.81K
|
+300
|
+0.7%
|
|
|
328
|
Evercore Wealth Management
New York
|
$1.22M
|
–
|
–
|
–
|
|
|
329
|
Summit Trail Advisors
New York
|
$1.21M
|
-$2.23K
|
-98
|
-0.2%
|
|
|
330
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$1.2M
|
+$468K
|
+20,629
|
+85%
|
|
|
331
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.2M
|
-$72.4K
|
-3,189
|
-7%
|
|
|
332
|
Everett Harris & Co
Los Angeles,
California
|
$1.17M
|
–
|
–
|
–
|
|
|
333
|
KeyBank National Association
Cleveland,
Ohio
|
$1.16M
|
-$24.4K
|
-1,075
|
-2%
|
|
|
334
|
Moseley Investment Management
Bradenton,
Florida
|
$1.15M
|
-$170K
|
-7,500
|
-15%
|
|
|
335
|
Cresset Asset Management
Chicago,
Illinois
|
$1.13M
|
+$192K
|
+8,439
|
+25%
|
|
|
336
|
|
$1.12M
|
+$398K
|
+17,520
|
+71%
|
|
|
337
|
Financiere des Professionnels
Montreal,
Quebec, Canada
|
$1.12M
|
-$389K
|
-17,118
|
-29%
|
|
|
338
|
Portside Wealth Group
Provo,
Utah
|
$1.09M
|
-$129K
|
-5,702
|
-12%
|
|
|
339
|
Yousif Capital Management
Bloomfield Hills,
Michigan
|
$1.09M
|
–
|
–
|
–
|
|
|
340
|
Parsons Capital Management
Providence,
Rhode Island
|
$1.08M
|
–
|
–
|
–
|
|
|
341
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$1.06M
|
+$52.1K
|
+2,295
|
+6%
|
|
|
342
|
Mercer Global Advisors
Denver,
Colorado
|
$1.05M
|
+$368K
|
+16,195
|
+70%
|
|
|
343
|
Powell Investment Advisors
Miami,
Florida
|
$1.04M
|
–
|
–
|
–
|
|
|
344
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.03M
|
-$172K
|
-7,576
|
-17%
|
|
|
345
|
Park Avenue Securities
New York
|
$987K
|
+$178K
|
+7,834
|
+27%
|
|
|
346
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$986K
|
–
|
–
|
–
|
|
|
347
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$977K
|
+$11.2K
|
+494
|
+1%
|
|
|
348
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$976K
|
-$28.2K
|
-1,244
|
-3%
|
|
|
349
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$974K
|
–
|
–
|
–
|
|
|
350
|
Aquatic Capital Management
Chicago,
Illinois
|
$963K
|
+$817K
|
+36,000
|
New
|
|
