|
626
|
Veritable
Wilmington,
Delaware
|
$3.22M
|
-$60.7K
|
-804
|
-2%
|
|
|
627
|
American Assets Investment Management
San Diego,
California
|
$3.22M
|
–
|
–
|
–
|
|
|
628
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$3.21M
|
+$900K
|
+11,915
|
+40%
|
|
|
629
|
CWA Asset Management Group
Naples,
Florida
|
$3.18M
|
+$232K
|
+3,070
|
+8%
|
|
|
630
|
Evercore Wealth Management
New York
|
$3.16M
|
-$27.6K
|
-365
|
-0.9%
|
|
|
631
|
Van Strum & Towne
San Francisco,
California
|
$3.15M
|
–
|
–
|
–
|
|
|
632
|
Neville Rodie & Shaw
New York
|
$3.15M
|
-$21.1K
|
-279
|
-0.7%
|
|
|
633
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$3.14M
|
-$10.8M
|
-143,526
|
-78%
|
|
|
634
|
|
$3.13M
|
-$1.63M
|
-21,558
|
-35%
|
|
|
635
|
Silvercrest Asset Management
New York
|
$3.1M
|
-$123K
|
-1,623
|
-4%
|
|
|
636
|
Citizens Business Bank
Ontario,
California
|
$3.08M
|
-$408K
|
-5,400
|
-12%
|
|
|
637
|
Strategic Global Advisors
Newport Beach,
California
|
$3.08M
|
-$9.59K
|
-127
|
-0.3%
|
|
|
638
|
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
$3.06M
|
+$699K
|
+9,250
|
+30%
|
|
|
639
|
Atria Investments
Charlotte,
North Carolina
|
$3.05M
|
-$493K
|
-6,526
|
-14%
|
|
|
640
|
Poehling Capital Management
Madison,
Wisconsin
|
$3.02M
|
+$773K
|
+10,230
|
+35%
|
|
|
641
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$3.01M
|
+$71.4K
|
+946
|
+2%
|
|
|
642
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$2.99M
|
-$7.17K
|
-95
|
-0.2%
|
|
|
643
|
|
$2.97M
|
+$2.91M
|
+38,520
|
New
|
|
|
644
|
Cutler Group
San Francisco,
California
|
$2.97M
|
+$17.8K
|
+236
|
+0.6%
|
|
|
645
|
AIMZ Investment Advisors
Los Altos,
California
|
$2.96M
|
+$18.7K
|
+248
|
+0.6%
|
|
|
646
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$2.96M
|
-$30K
|
-397
|
-1%
|
|
|
647
|
Azimuth Capital Management
Bloomfield Hills,
Michigan
|
$2.96M
|
+$37.8K
|
+500
|
+1%
|
|
|
648
|
Narwhal Capital Management
Marietta,
Georgia
|
$2.95M
|
+$355K
|
+4,695
|
+14%
|
|
|
649
|
Sandy Spring Bank
Olney,
Maryland
|
$2.95M
|
-$98.6K
|
-1,305
|
-3%
|
|
|
650
|
Shelter Insurance Retirement Plan
Columbia,
Missouri
|
$2.94M
|
–
|
–
|
–
|
|
