|
401
|
Oversea-Chinese Banking Corp (OCBC)
Singapore
|
$845K
|
+$829K
|
+9,322
|
New
|
|
|
402
|
Woodline Partners
San Francisco,
California
|
$844K
|
+$829K
|
+9,321
|
New
|
|
|
403
|
Summit Trail Advisors
New York
|
$843K
|
-$249K
|
-2,803
|
-23%
|
|
|
404
|
Allianz Asset Management
Munich,
Germany
|
$843K
|
-$160K
|
-1,800
|
-16%
|
|
|
405
|
Calamos Wealth Management
Naperville,
Illinois
|
$843K
|
–
|
–
|
–
|
|
|
406
|
|
$834K
|
-$328K
|
-3,691
|
-29%
|
|
|
407
|
EFG International
Zurich,
|
$813K
|
-$14.2K
|
-160
|
-2%
|
|
|
408
|
Quattro Financial Advisors
The Woodlands,
Texas
|
$811K
|
-$2.54M
|
-28,514
|
-76%
|
|
|
409
|
Yarbrough Capital
Franklin,
Tennessee
|
$810K
|
–
|
–
|
–
|
|
|
410
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$803K
|
-$338K
|
-3,802
|
-30%
|
|
|
411
|
Investment Partners Asset Management
Metuchen,
New Jersey
|
$800K
|
-$38.6K
|
-434
|
-5%
|
|
|
412
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$790K
|
-$27.1K
|
-305
|
-3%
|
|
|
413
|
EP Wealth Advisors
Torrance,
California
|
$790K
|
-$210K
|
-2,367
|
-21%
|
|
|
414
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$781K
|
-$35K
|
-394
|
-4%
|
|
|
415
|
Montis Financial
Waltham,
Massachusetts
|
$778K
|
-$68K
|
-765
|
-8%
|
|
|
416
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$777K
|
+$763K
|
+8,580
|
New
|
|
|
417
|
Goelzer Investment Management
Carmel,
Indiana
|
$777K
|
-$8.89K
|
-100
|
-1%
|
|
|
418
|
Holt Capital Partners
Fort Worth,
Texas
|
$776K
|
+$9.78K
|
+110
|
+1%
|
|
|
419
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$766K
|
+$128K
|
+1,445
|
+21%
|
|
|
420
|
United Community Bank
Greenville,
South Carolina
|
$749K
|
–
|
–
|
–
|
|
|
421
|
Highline Wealth Partners
Sherman Oaks,
California
|
$747K
|
+$150K
|
+1,692
|
+26%
|
|
|
422
|
LOM Asset Management
Hamilton,
|
$747K
|
+$481K
|
+5,415
|
+191%
|
|
|
423
|
Strategic Blueprint
Atlanta,
Georgia
|
$745K
|
-$1.49M
|
-16,725
|
-67%
|
|
|
424
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$740K
|
+$506K
|
+5,690
|
+230%
|
|
|
425
|
LMCG Investments
Boston,
Massachusetts
|
$729K
|
-$28.1K
|
-316
|
-4%
|
|
