|
426
|
New England Asset Management
Farmington,
Connecticut
|
$3.24M
|
–
|
–
|
–
|
|
|
427
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$3.24M
|
+$1.37M
|
+6,280
|
+71%
|
|
|
428
|
Montecito Bank & Trust
Santa Barbara,
California
|
$3.16M
|
+$290K
|
+1,333
|
+10%
|
|
|
429
|
Progeny 3 Inc
Kirkland,
Washington
|
$3.15M
|
-$15.4M
|
-71,020
|
-83%
|
|
|
430
|
Leavell Investment Management
Mobile,
Alabama
|
$3.13M
|
–
|
–
|
–
|
|
|
431
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$3.08M
|
-$84.6K
|
-389
|
-3%
|
|
|
432
|
Geneva Advisors
Chicago,
Illinois
|
$3.08M
|
+$244K
|
+1,120
|
+9%
|
|
|
433
|
Amalgamated Bank
New York
|
$3M
|
+$322K
|
+1,482
|
+12%
|
|
|
434
|
Telos Capital Management
San Diego,
California
|
$2.98M
|
+$8.48K
|
+39
|
+0.3%
|
|
|
435
|
Diversified Trust
Memphis,
Tennessee
|
$2.97M
|
–
|
–
|
–
|
|
|
436
|
Trust Company
Manhattan,
Kansas
|
$2.96M
|
-$14.4K
|
-66
|
-0.5%
|
|
|
437
|
Cypress Wealth Advisors
San Francisco,
California
|
$2.93M
|
+$100K
|
+460
|
+4%
|
|
|
438
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$2.9M
|
-$395K
|
-1,814
|
-12%
|
|
|
439
|
Founders Financial Securities
Towson,
Maryland
|
$2.89M
|
-$32.6K
|
-150
|
-1%
|
|
|
440
|
Horizon Investments
Charlotte,
North Carolina
|
$2.89M
|
-$38.9K
|
-179
|
-1%
|
|
|
441
|
FBL Investment Management Services
West Des Moines,
Iowa
|
$2.89M
|
–
|
–
|
–
|
|
|
442
|
Simmons Bank
Pine Bluff,
Arkansas
|
$2.85M
|
+$107K
|
+490
|
+4%
|
|
|
443
|
Coldstream Capital Management
Bellevue,
Washington
|
$2.84M
|
+$1.78M
|
+8,193
|
+168%
|
|
|
444
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$2.84M
|
-$131K
|
-602
|
-4%
|
|
|
445
|
|
$2.82M
|
+$22K
|
+101
|
+0.8%
|
|
|
446
|
Provident Investment Management
Novi,
Michigan
|
$2.81M
|
-$415K
|
-1,909
|
-13%
|
|
|
447
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$2.8M
|
+$140K
|
+642
|
+5%
|
|
|
448
|
Truist Financial
Charlotte,
North Carolina
|
$2.79M
|
+$1.2M
|
+5,501
|
+75%
|
|
|
449
|
Zurich Cantonal Bank
Zurich,
Switzerland
|
$2.79M
|
–
|
–
|
–
|
|
|
450
|
Aureus Asset Management
Boston,
Massachusetts
|
$2.78M
|
-$117K
|
-540
|
-4%
|
|
