|
501
|
Allie Family Office
Miami,
Florida
|
$9.56M
|
+$427K
|
+5,708
|
+5%
|
|
|
502
|
Waverly Advisors
Birmingham,
Alabama
|
$9.53M
|
-$287K
|
-3,829
|
-3%
|
|
|
503
|
Family Asset Management
Charleston,
South Carolina
|
$9.51M
|
-$821K
|
-10,966
|
-8%
|
|
|
504
|
NBT Bank
Norwich,
New York
|
$9.47M
|
-$152K
|
-2,035
|
-2%
|
|
|
505
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$9.46M
|
-$29.7K
|
-397
|
-0.3%
|
|
|
506
|
Stokes Family Office
New Orleans,
Louisiana
|
$9.39M
|
-$35.5K
|
-474
|
-0.4%
|
|
|
507
|
Life Planning Partners
Jacksonville,
Florida
|
$9.38M
|
+$213K
|
+2,851
|
+2%
|
|
|
508
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$9.32M
|
+$405K
|
+5,405
|
+5%
|
|
|
509
|
Foundry Financial Group
Laconia,
New Hampshire
|
$9.3M
|
-$140K
|
-1,876
|
-2%
|
|
|
510
|
Liberty Wealth Management
Oakland,
California
|
$9.28M
|
-$21.7M
|
-289,296
|
-71%
|
|
|
511
|
Conning Inc
Hartford,
Connecticut
|
$9.28M
|
–
|
–
|
–
|
|
|
512
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$9.27M
|
+$97K
|
+1,296
|
+1%
|
|
|
513
|
Bremer Bank National Association
St Paul,
Minnesota
|
$9.24M
|
-$4.19K
|
-56
|
-0%
|
|
|
514
|
SC&H Financial Advisors
Sparks,
Maryland
|
$9.23M
|
-$86.1K
|
-1,150
|
-1%
|
|
|
515
|
ArchPoint Investors
Coral Gables,
Florida
|
$9.19M
|
–
|
–
|
–
|
|
|
516
|
Caprock Group
Boise,
Idaho
|
$9.17M
|
+$7.44M
|
+99,422
|
+550%
|
|
|
517
|
Webster Bank
Waterbury,
Connecticut
|
$9.14M
|
-$503K
|
-6,722
|
-5%
|
|
|
518
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$9.13M
|
-$117K
|
-1,564
|
-1%
|
|
|
519
|
Simon Quick Advisors
Morristown,
New Jersey
|
$9.11M
|
-$505K
|
-6,748
|
-5%
|
|
|
520
|
Montecito Bank & Trust
Santa Barbara,
California
|
$9.09M
|
+$294K
|
+3,930
|
+3%
|
|
|
521
|
Regal Investment Advisors
Kentwood,
Michigan
|
$9.01M
|
-$316K
|
-4,228
|
-4%
|
|
|
522
|
Westside Investment Management
Santa Monica,
California
|
$8.98M
|
+$245K
|
+3,272
|
+3%
|
|
|
523
|
Omega Financial Group
Santa Barbara,
California
|
$8.97M
|
+$655K
|
+8,756
|
+8%
|
|
|
524
|
Snowden Capital Advisors
New York
|
$8.93M
|
+$19.4K
|
+259
|
+0.2%
|
|
|
525
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$8.9M
|
+$194K
|
+2,590
|
+2%
|
|
