|
501
|
Citizens Financial Group
Providence,
Rhode Island
|
$694K
|
+$109K
|
+1,194
|
+20%
|
|
|
502
|
NewEdge Advisors
New Orleans,
Louisiana
|
$688K
|
+$295K
|
+3,242
|
+42%
|
|
|
503
|
DFPG Investments
Sandy,
Utah
|
$679K
|
+$626K
|
+6,884
|
New
|
|
|
504
|
SVB Wealth
Boston,
Massachusetts
|
$675K
|
+$71K
|
+780
|
+12%
|
|
|
505
|
Wealth Alliance
Mellville,
New York
|
$674K
|
-$17.1K
|
-188
|
-3%
|
|
|
506
|
Birmingham Capital Management
Birmingham,
Alabama
|
$671K
|
–
|
–
|
–
|
|
|
507
|
Cross Staff Investments
Pittsford,
New York
|
$667K
|
–
|
–
|
–
|
|
|
508
|
Unigestion Holding
Geneva,
Switzerland
|
$662K
|
-$1.5M
|
-16,438
|
-71%
|
|
|
509
|
Cubic Asset Management
Boston,
Massachusetts
|
$660K
|
–
|
–
|
–
|
|
|
510
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$659K
|
-$22.1K
|
-243
|
-3%
|
|
|
511
|
Cohen Klingenstein
New York
|
$658K
|
–
|
–
|
–
|
|
|
512
|
Miramar Capital
Northbrook,
Illinois
|
$655K
|
–
|
–
|
–
|
|
|
513
|
Archer Investment Corporation
Carmel,
Indiana
|
$654K
|
+$91
|
+1
|
+0%
|
|
|
514
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$653K
|
+$50K
|
+550
|
+9%
|
|
|
515
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$652K
|
-$212K
|
-2,334
|
-25%
|
|
|
516
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$651K
|
+$73.2K
|
+805
|
+13%
|
|
|
517
|
J.W. Burns & Co
Dewitt,
New York
|
$650K
|
–
|
–
|
–
|
|
|
518
|
Wealthspire Advisors (New York)
New York
|
$648K
|
+$96.1K
|
+1,056
|
+18%
|
|
|
519
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$640K
|
+$5K
|
+55
|
+0.8%
|
|
|
520
|
D.A. Davidson & Co
Great Falls,
Montana
|
$640K
|
+$910
|
+10
|
+0.1%
|
|
|
521
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$638K
|
+$215K
|
+2,367
|
+55%
|
|
|
522
|
Powell Investment Advisors
Miami,
Florida
|
$636K
|
–
|
–
|
–
|
|
|
523
|
Savant Capital
Rockford,
Illinois
|
$636K
|
+$35.2K
|
+387
|
+6%
|
|
|
524
|
Qtron Investments
Boston,
Massachusetts
|
$634K
|
+$245K
|
+2,694
|
+68%
|
|
|
525
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$628K
|
-$106K
|
-1,169
|
-15%
|
|
