|
351
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$1.66M
|
-$260K
|
-3,776
|
-12%
|
|
|
352
|
Evercore Wealth Management
New York
|
$1.66M
|
–
|
–
|
–
|
|
|
353
|
Zions Bancorporation
Salt Lake City,
Utah
|
$1.66M
|
–
|
–
|
–
|
|
|
354
|
Denver PWM
Denver,
Colorado
|
$1.66M
|
+$168K
|
+2,439
|
+10%
|
|
|
355
|
Linscomb Wealth
Houston,
Texas
|
$1.66M
|
+$187K
|
+2,724
|
+11%
|
|
|
356
|
|
$1.65M
|
–
|
–
|
–
|
|
|
357
|
Montecito Bank & Trust
Santa Barbara,
California
|
$1.65M
|
+$291K
|
+4,226
|
+19%
|
|
|
358
|
Goelzer Investment Management
Carmel,
Indiana
|
$1.64M
|
+$134K
|
+1,942
|
+8%
|
|
|
359
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$1.64M
|
–
|
–
|
–
|
|
|
360
|
CX Institutional
Auburn,
Indiana
|
$1.64M
|
-$275K
|
-3,992
|
-13%
|
|
|
361
|
Grove Bank & Trust
Miami,
Florida
|
$1.63M
|
–
|
–
|
–
|
|
|
362
|
Wealthspire Advisors (New York)
New York
|
$1.62M
|
+$1.08M
|
+15,694
|
+152%
|
|
|
363
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$1.61M
|
-$14.2K
|
-206
|
-0.8%
|
|
|
364
|
EARNEST Partners
Atlanta,
Georgia
|
$1.59M
|
+$1.12M
|
+16,282
|
+175%
|
|
|
365
|
MBA Advisors
Hermitage,
Pennsylvania
|
$1.58M
|
–
|
–
|
–
|
|
|
366
|
Weatherly Asset Management
Del Mar,
California
|
$1.57M
|
–
|
–
|
–
|
|
|
367
|
Venture Visionary Partners
Sylvania,
Ohio
|
$1.57M
|
-$6.47K
|
-94
|
-0.4%
|
|
|
368
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$1.55M
|
-$219K
|
-3,191
|
-11%
|
|
|
369
|
Pinnacle Associates
New York
|
$1.54M
|
+$376K
|
+5,472
|
+28%
|
|
|
370
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$1.54M
|
-$45.1K
|
-655
|
-3%
|
|
|
371
|
Evergreen Capital Management
Bellevue,
Washington
|
$1.54M
|
+$1.7M
|
+24,757
|
New
|
|
|
372
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$1.53M
|
+$4.47K
|
+65
|
+0.3%
|
|
|
373
|
Prospera Financial Services
Dallas,
Texas
|
$1.51M
|
-$53.9K
|
-784
|
-3%
|
|
|
374
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$1.5M
|
-$168K
|
-2,449
|
-9%
|
|
|
375
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$1.49M
|
+$394K
|
+5,729
|
+31%
|
|
