|
501
|
Partnervest Advisory Services
Santa Barbara,
California
|
$590K
|
-$8.59K
|
-160
|
-1%
|
|
|
502
|
Bollard Group
Boston,
Massachusetts
|
$586K
|
+$4.83K
|
+90
|
+0.9%
|
|
|
503
|
VanEck Associates
New York
|
$575K
|
-$11.5K
|
-214
|
-2%
|
|
|
504
|
Valeo Financial Advisors
Carmel,
Indiana
|
$574K
|
+$55.5K
|
+1,033
|
+11%
|
|
|
505
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$569K
|
-$79.3K
|
-1,478
|
-12%
|
|
|
506
|
Global Financial Private Capital
Sarasota,
Florida
|
$565K
|
-$8.96K
|
-167
|
-2%
|
|
|
507
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$565K
|
–
|
–
|
–
|
|
|
508
|
Belpointe Asset Management
Reno,
Nevada
|
$561K
|
+$549K
|
+10,227
|
New
|
|
|
509
|
Bank of the West
Monterey Park,
California
|
$559K
|
-$169K
|
-3,148
|
-24%
|
|
|
510
|
Riverhead Capital Management
Wilmington,
Delaware
|
$559K
|
+$41.1K
|
+766
|
+8%
|
|
|
511
|
Truist Financial
Charlotte,
North Carolina
|
$553K
|
-$43.9K
|
-818
|
-8%
|
|
|
512
|
Meiji Yasuda Asset Management
Tokyo,
Japan
|
$547K
|
-$222K
|
-4,139
|
-29%
|
|
|
513
|
Zions Bancorporation
Salt Lake City,
Utah
|
$545K
|
-$12K
|
-224
|
-2%
|
|
|
514
|
People's United Financial
Bridgeport,
Connecticut
|
$540K
|
+$528K
|
+9,839
|
New
|
|
|
515
|
CrestPoint Capital Management
Four Seasons,
Missouri
|
$533K
|
–
|
–
|
–
|
|
|
516
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$533K
|
–
|
–
|
–
|
|
|
517
|
Glen Harbor Capital Management
San Diego,
California
|
$530K
|
+$30K
|
+558
|
+6%
|
|
|
518
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$528K
|
-$19.7K
|
-367
|
-4%
|
|
|
519
|
American Portfolios Advisors
Holbrook,
New York
|
$527K
|
+$515K
|
+9,598
|
New
|
|
|
520
|
First City Capital Management
Savannah,
Georgia
|
$525K
|
–
|
–
|
–
|
|
|
521
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$519K
|
-$176K
|
-3,287
|
-26%
|
|
|
522
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$514K
|
+$162K
|
+3,010
|
+47%
|
|
|
523
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$513K
|
-$1.61K
|
-30
|
-0.3%
|
|
|
524
|
Columbia Asset Management
Ann Arbor,
Michigan
|
$510K
|
-$22.7K
|
-422
|
-4%
|
|
|
525
|
Whittier Trust
South Pasadena,
California
|
$509K
|
–
|
–
|
–
|
|
