|
401
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.51M
|
+$1.24M
|
+33,703
|
+270%
|
|
|
402
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1.51M
|
+$267K
|
+7,274
|
+19%
|
|
|
403
|
Mission Wealth Management
Santa Barbara,
California
|
$1.5M
|
+$349K
|
+9,503
|
+26%
|
|
|
404
|
Pathstone Family Office
Englewood,
New Jersey
|
$1.5M
|
+$248K
|
+6,759
|
+17%
|
|
|
405
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$1.49M
|
-$190K
|
-5,171
|
-10%
|
|
|
406
|
Leisure Capital Management
Costa Mesa,
California
|
$1.49M
|
+$440
|
+12
|
+0%
|
|
|
407
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.48M
|
-$113K
|
-3,088
|
-6%
|
|
|
408
|
Argyle Capital Management
Center Valley,
Pennsylvania
|
$1.47M
|
–
|
–
|
–
|
|
|
409
|
First American Bank
Dundee,
Illinois
|
$1.45M
|
-$736K
|
-20,039
|
-31%
|
|
|
410
|
Athena Investment Management
Orinda,
California
|
$1.44M
|
–
|
–
|
–
|
|
|
411
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$1.42M
|
+$105K
|
+2,848
|
+7%
|
|
|
412
|
Redpoint Investment Management
Sydney, NSW,
Australia
|
$1.42M
|
-$95K
|
-2,589
|
-6%
|
|
|
413
|
Cetera Advisor Networks
El Segundo,
California
|
$1.42M
|
-$47.3K
|
-1,289
|
-3%
|
|
|
414
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.42M
|
-$25.7K
|
-700
|
-2%
|
|
|
415
|
Advisor Partners
Walnut Creek,
California
|
$1.42M
|
+$33.7K
|
+918
|
+2%
|
|
|
416
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$1.41M
|
-$498K
|
-13,554
|
-23%
|
|
|
417
|
Twin Capital Management
Mcmurray,
Pennsylvania
|
$1.39M
|
-$7.34K
|
-200
|
-0.5%
|
|
|
418
|
Dowling & Yahnke
San Diego,
California
|
$1.39M
|
-$4.04K
|
-110
|
-0.3%
|
|
|
419
|
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
|
$1.38M
|
-$169K
|
-4,615
|
-10%
|
|
|
420
|
Empirical Finance
Havertown,
Pennsylvania
|
$1.38M
|
+$47.3K
|
+1,288
|
+3%
|
|
|
421
|
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
|
$1.37M
|
+$1.54M
|
+41,829
|
New
|
|
|
422
|
IHT Wealth Management
Chicago,
Illinois
|
$1.37M
|
+$47.7K
|
+1,300
|
+3%
|
|
|
423
|
Ballentine Partners
Waltham,
Massachusetts
|
$1.36M
|
-$38.6K
|
-1,051
|
-2%
|
|
|
424
|
Selective Wealth Management
Forest,
Virginia
|
$1.36M
|
-$23.9K
|
-650
|
-2%
|
|
|
425
|
TriaGen Wealth Management
Calabasas,
California
|
$1.34M
|
+$1.5M
|
+40,838
|
New
|
|
