|
801
|
|
$1.65M
|
–
|
–
|
–
|
|
|
802
|
Valeo Financial Advisors
Carmel,
Indiana
|
$1.65M
|
+$551K
|
+1,561
|
+7%
|
|
|
803
|
Liberty Capital Management
Birmingham,
Michigan
|
$1.64M
|
+$170K
|
+481
|
+11%
|
|
|
804
|
Hancock Whitney
Gulfport,
Mississippi
|
$1.64M
|
-$75.2K
|
-213
|
-4%
|
|
|
805
|
Bard Financial Services
Branford,
Connecticut
|
$1.63M
|
+$230K
|
+650
|
+15%
|
|
|
806
|
Focused Wealth Management
Newburgh,
New York
|
$1.63M
|
+$391K
|
+1,108
|
+29%
|
|
|
807
|
Ignite Planners
San Clemente,
California
|
$1.63M
|
-$79.5K
|
-225
|
-4%
|
|
|
808
|
IHT Wealth Management
Chicago,
Illinois
|
$1.63M
|
+$719K
|
+2,036
|
+70%
|
|
|
809
|
Plimoth Trust
Plymouth,
Massachusetts
|
$1.62M
|
+$1.34M
|
+3,781
|
+338%
|
|
|
810
|
Caprock Group
Boise,
Idaho
|
$1.62M
|
+$153K
|
+433
|
+10%
|
|
|
811
|
Pictet Bank & Trust
Nassau,
Bahamas
|
$1.61M
|
–
|
–
|
–
|
|
|
812
|
ClearBridge Investments
New York
|
$1.61M
|
-$57.5M
|
-162,700
|
-97%
|
|
|
813
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$1.6M
|
+$287K
|
+814
|
+20%
|
|
|
814
|
Gordian Capital (Singapore)
Singapore
|
$1.6M
|
–
|
–
|
–
|
|
|
815
|
C2C Wealth Management
Scottsdale,
Arizona
|
$1.59M
|
+$292K
|
+828
|
+21%
|
|
|
816
|
Huber Capital Management
El Segundo,
California
|
$1.59M
|
-$565K
|
-1,600
|
-25%
|
|
|
817
|
Citadel Investment Advisory
Chesterland,
Ohio
|
$1.59M
|
+$17.7K
|
+50
|
+1%
|
|
|
818
|
Ritholtz Wealth Management
New York
|
$1.59M
|
+$180K
|
+511
|
+12%
|
|
|
819
|
Regent Investment Management
Louisville,
Kentucky
|
$1.57M
|
+$54.7K
|
+155
|
+3%
|
|
|
820
|
Granger Management
New York
|
$1.56M
|
+$1.12M
|
+3,161
|
+201%
|
|
|
821
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$1.56M
|
+$101K
|
+286
|
+6%
|
|
|
822
|
Americana Partners
Houston,
Texas
|
$1.55M
|
+$556K
|
+1,574
|
+50%
|
|
|
823
|
Bank of Hawaii
Honolulu,
Hawaii
|
$1.55M
|
+$123K
|
+347
|
+8%
|
|
|
824
|
Donaldson Capital Management
Evansville,
Indiana
|
$1.55M
|
-$70.3K
|
-199
|
-4%
|
|
|
825
|
McDonald Partners
Cleveland,
Ohio
|
$1.54M
|
+$1.65M
|
+4,668
|
New
|
|
