|
401
|
Neville Rodie & Shaw
New York
|
$1.02M
|
–
|
–
|
–
|
|
|
402
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
$1.01M
|
+$907K
|
+8,006
|
New
|
|
|
403
|
VOYA Investment Management
Atlanta,
Georgia
|
$1.01M
|
-$129K
|
-1,142
|
-13%
|
|
|
404
|
Schwartz Investment Counsel
Plymouth,
Michigan
|
$1.01M
|
-$227K
|
-2,000
|
-20%
|
|
|
405
|
Forte Capital
Rochester,
New York
|
$983K
|
-$11.3K
|
-100
|
-1%
|
|
|
406
|
Sabal Trust
St. Petersburg,
Florida
|
$970K
|
+$1.25K
|
+11
|
+0.1%
|
|
|
407
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$957K
|
+$863K
|
+7,617
|
New
|
|
|
408
|
Correct Capital Wealth Management
Clayton,
Missouri
|
$952K
|
+$859K
|
+7,581
|
New
|
|
|
409
|
Capital World Investors
Los Angeles,
California
|
$947K
|
+$179K
|
+1,580
|
+27%
|
|
|
410
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$940K
|
+$28.7K
|
+253
|
+3%
|
|
|
411
|
SVB Wealth
Boston,
Massachusetts
|
$940K
|
+$147K
|
+1,301
|
+21%
|
|
|
412
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$934K
|
+$103K
|
+909
|
+14%
|
|
|
413
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$933K
|
+$63.4K
|
+560
|
+8%
|
|
|
414
|
Meridian Wealth Management
Lexington,
Kentucky
|
$921K
|
-$830K
|
-7,325
|
-50%
|
|
|
415
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$915K
|
–
|
–
|
–
|
|
|
416
|
Rathbones Group
Liverpool,
United Kingdom
|
$913K
|
-$11.9K
|
-105
|
-1%
|
|
|
417
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$909K
|
+$113K
|
+995
|
+16%
|
|
|
418
|
M&T Bank
Buffalo,
New York
|
$909K
|
+$43.7K
|
+386
|
+6%
|
|
|
419
|
Canoe Financial
Calgary,
Alberta, Canada
|
$903K
|
-$4.53M
|
-39,951
|
-85%
|
|
|
420
|
Advisors Asset Management
Monument,
Colorado
|
$901K
|
+$144K
|
+1,269
|
+21%
|
|
|
421
|
Cetera Advisors
Denver,
Colorado
|
$899K
|
+$2.94K
|
+26
|
+0.4%
|
|
|
422
|
Eagle Bay Advisors
New York
|
$894K
|
+$680K
|
+6,000
|
+537%
|
|
|
423
|
MAI Capital Management
Independence,
Ohio
|
$893K
|
+$171K
|
+1,507
|
+27%
|
|
|
424
|
CenterBook Partners
Greenwich,
Connecticut
|
$883K
|
+$796K
|
+7,026
|
New
|
|
|
425
|
Chilton Capital Management
Houston,
Texas
|
$879K
|
+$793K
|
+7,000
|
New
|
|
