|
326
|
Fiduciary Trust
Boston,
Massachusetts
|
$6.12M
|
–
|
–
|
–
|
|
|
327
|
Fort Point Capital Partners
San Francisco,
California
|
$6.12M
|
–
|
–
|
–
|
|
|
328
|
Glenview Trust
Louisville,
Kentucky
|
$6.12M
|
–
|
–
|
–
|
|
|
329
|
London Company of Virginia
Richmond,
Virginia
|
$6.12M
|
–
|
–
|
–
|
|
|
330
|
Naman Capital
Sao Paulo,
Brazil
|
$6.12M
|
–
|
–
|
–
|
|
|
331
|
Oliver Luxxe Assets
Gladstone,
New Jersey
|
$6.12M
|
–
|
–
|
–
|
|
|
332
|
Virginia Wealth Management Group
Virginia Beach,
Virginia
|
$6.12M
|
–
|
–
|
–
|
|
|
333
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$6.12M
|
+$2.47M
|
+4
|
+67%
|
|
|
334
|
John W. Bristol & Co
New York
|
$6.12M
|
+$6.16M
|
+10
|
New
|
|
|
335
|
CIBC World Market
Toronto,
Ontario, Canada
|
$6.12M
|
-$3.08M
|
-5
|
-33%
|
|
|
336
|
Regis Management Company
Menlo Park,
California
|
$6.12M
|
–
|
–
|
–
|
|
|
337
|
Country Club Bank
Kansas City,
Missouri
|
$5.53M
|
–
|
–
|
–
|
|
|
338
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$5.52M
|
–
|
–
|
–
|
|
|
339
|
Argent Trust Co
Nashville,
Tennessee
|
$5.51M
|
–
|
–
|
–
|
|
|
340
|
Birinyi Associates
Westport,
Connecticut
|
$5.51M
|
–
|
–
|
–
|
|
|
341
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$5.51M
|
–
|
–
|
–
|
|
|
342
|
Klingenstein Fields & Co
New York
|
$5.51M
|
–
|
–
|
–
|
|
|
343
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$5.51M
|
–
|
–
|
–
|
|
|
344
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$5.51M
|
–
|
–
|
–
|
|
|
345
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$5.51M
|
–
|
–
|
–
|
|
|
346
|
Sanders Morris Harris
Houston,
Texas
|
$5.51M
|
–
|
–
|
–
|
|
|
347
|
Steward Partners Investment Advisory
New York
|
$5.51M
|
–
|
–
|
–
|
|
|
348
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$5.51M
|
–
|
–
|
–
|
|
|
349
|
Weil Company
San Diego,
California
|
$5.51M
|
–
|
–
|
–
|
|
|
350
|
Atria Wealth Solutions
New York
|
$5.51M
|
+$1.23M
|
+2
|
+29%
|
|
