|
301
|
Partnervest Advisory Services
Santa Barbara,
California
|
$1.18M
|
-$51.4K
|
-628
|
-4%
|
|
|
302
|
Coe Capital Management
Highland Park,
Illinois
|
$1.18M
|
-$3.28K
|
-40
|
-0.3%
|
|
|
303
|
Whittier Trust
South Pasadena,
California
|
$1.15M
|
-$47.5K
|
-580
|
-4%
|
|
|
304
|
Gratus Capital
Atlanta,
Georgia
|
$1.13M
|
+$114K
|
+1,396
|
+11%
|
|
|
305
|
Grimes & Company
Westborough,
Massachusetts
|
$1.13M
|
+$83.2K
|
+1,016
|
+8%
|
|
|
306
|
REDW Wealth
Albuquerque,
New Mexico
|
$1.12M
|
+$1.14M
|
+13,892
|
New
|
|
|
307
|
New Capital Management
Houston,
Texas
|
$1.12M
|
+$1.13M
|
+13,834
|
New
|
|
|
308
|
First Horizon Advisors
Memphis,
Tennessee
|
$1.11M
|
–
|
–
|
–
|
|
|
309
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.11M
|
+$293K
|
+3,574
|
+35%
|
|
|
310
|
Autus Asset Management
Scottsdale,
Arizona
|
$1.1M
|
+$3.28K
|
+40
|
+0.3%
|
|
|
311
|
ProVise Management Group
Clearwater,
Florida
|
$1.06M
|
+$740K
|
+9,039
|
+220%
|
|
|
312
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$1.04M
|
+$75.8K
|
+926
|
+8%
|
|
|
313
|
Barclays
London,
United Kingdom
|
$1.04M
|
-$5.89M
|
-71,923
|
-85%
|
|
|
314
|
EFG Asset Management (Americas)
Miami,
Florida
|
$1.04M
|
+$34.6K
|
+422
|
+3%
|
|
|
315
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.02M
|
-$465K
|
-5,675
|
-31%
|
|
|
316
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$1.02M
|
+$16K
|
+195
|
+2%
|
|
|
317
|
AMI Investment Management
Kendallville,
Indiana
|
$1.01M
|
+$94.2K
|
+1,150
|
+10%
|
|
|
318
|
Univest Financial
Souderton,
Pennsylvania
|
$999K
|
+$730K
|
+8,910
|
+258%
|
|
|
319
|
American National Bank & Trust
Wichita Falls,
Texas
|
$976K
|
-$7.62K
|
-93
|
-0.8%
|
|
|
320
|
Gamble Jones Investment Counsel
Pasadena,
California
|
$975K
|
-$17.2K
|
-210
|
-2%
|
|
|
321
|
Zhang Financial
Portage,
Michigan
|
$957K
|
-$43.7K
|
-533
|
-4%
|
|
|
322
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$928K
|
–
|
–
|
–
|
|
|
323
|
Bernicke Wealth Management
Altoona,
Wisconsin
|
$926K
|
-$76.6K
|
-935
|
-8%
|
|
|
324
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$922K
|
+$34.3K
|
+419
|
+4%
|
|
|
325
|
M Holdings Securities
Portland,
Oregon
|
$911K
|
+$251K
|
+3,067
|
+37%
|
|
