|
551
|
Cohen Klingenstein
New York
|
$1.07M
|
–
|
–
|
–
|
|
|
552
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$1.06M
|
+$50K
|
+750
|
+6%
|
|
|
553
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$1.06M
|
+$945K
|
+14,189
|
New
|
|
|
554
|
Snowden Capital Advisors
New York
|
$1.05M
|
-$74.1K
|
-1,113
|
-7%
|
|
|
555
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.05M
|
+$96K
|
+1,441
|
+11%
|
|
|
556
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.04M
|
+$238K
|
+3,566
|
+34%
|
|
|
557
|
Perigon Wealth Management
San Francisco,
California
|
$1.04M
|
-$4K
|
-60
|
-0.4%
|
|
|
558
|
American Assets Investment Management
San Diego,
California
|
$1.02M
|
–
|
–
|
–
|
|
|
559
|
Mission Wealth Management
Santa Barbara,
California
|
$1.02M
|
+$8.33K
|
+125
|
+0.9%
|
|
|
560
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$1.01M
|
-$5.86K
|
-88
|
-0.6%
|
|
|
561
|
Baxter Bros Inc
Riverside,
Connecticut
|
$995K
|
-$60K
|
-900
|
-6%
|
|
|
562
|
Merit Financial Group
Alpharetta,
Georgia
|
$985K
|
+$267K
|
+4,005
|
+43%
|
|
|
563
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$981K
|
+$210K
|
+3,148
|
+31%
|
|
|
564
|
Bank of Hawaii
Honolulu,
Hawaii
|
$976K
|
+$507K
|
+7,608
|
+139%
|
|
|
565
|
Valeo Financial Advisors
Carmel,
Indiana
|
$975K
|
-$19.9K
|
-299
|
-2%
|
|
|
566
|
iSAM Funds (UK)
London,
United Kingdom
|
$960K
|
-$609K
|
-9,135
|
-41%
|
|
|
567
|
Forum Financial Management
Lombard,
Illinois
|
$954K
|
+$28.8K
|
+432
|
+3%
|
|
|
568
|
Waverly Advisors
Birmingham,
Alabama
|
$954K
|
-$120K
|
-1,806
|
-12%
|
|
|
569
|
Cornercap Investment Counsel
Atlanta,
Georgia
|
$953K
|
-$18.9K
|
-284
|
-2%
|
|
|
570
|
Belpointe Asset Management
Reno,
Nevada
|
$953K
|
-$472K
|
-7,091
|
-36%
|
|
|
571
|
Personal CFO Solutions
Chester,
New Jersey
|
$949K
|
+$63.5K
|
+953
|
+8%
|
|
|
572
|
Lavaca Capital
Houston,
Texas
|
$945K
|
+$67
|
+1
|
+0%
|
|
|
573
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$943K
|
-$41.6K
|
-624
|
-5%
|
|
|
574
|
Raiffeisen Bank International
Vienna,
Austria
|
$943K
|
-$39.9K
|
-599
|
-4%
|
|
|
575
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$942K
|
+$5K
|
+75
|
+0.6%
|
|
