|
301
|
First Foundation Advisors
Irvine,
California
|
$772K
|
–
|
–
|
–
|
|
|
302
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$761K
|
-$94.6K
|
-2,704
|
-11%
|
|
|
303
|
Oxford Financial Group
Carmel,
Indiana
|
$749K
|
–
|
–
|
–
|
|
|
304
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$742K
|
–
|
–
|
–
|
|
|
305
|
Steward Partners Investment Advisory
New York
|
$742K
|
+$41.9K
|
+1,198
|
+6%
|
|
|
306
|
Comerica Bank
Dallas,
Texas
|
$734K
|
-$9.51K
|
-272
|
-1%
|
|
|
307
|
Dupont Capital Management
Wilmington,
Delaware
|
$730K
|
+$169K
|
+4,834
|
+29%
|
|
|
308
|
Axiom Investment Management
New York
|
$723K
|
+$2.76K
|
+79
|
+0.4%
|
|
|
309
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$712K
|
–
|
–
|
–
|
|
|
310
|
Integrated Advisors Network
Dallas,
Texas
|
$704K
|
-$525
|
-15
|
-0.1%
|
|
|
311
|
Element Pointe Advisors
Miami,
Florida
|
$695K
|
–
|
–
|
–
|
|
|
312
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$693K
|
–
|
–
|
–
|
|
|
313
|
Blueshift Asset Management
Red Bank,
New Jersey
|
$692K
|
+$705K
|
+20,153
|
New
|
|
|
314
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
$669K
|
-$176K
|
-5,043
|
-21%
|
|
|
315
|
M&T Bank
Buffalo,
New York
|
$648K
|
+$128K
|
+3,670
|
+24%
|
|
|
316
|
Principal Street Partners
Memphis,
Tennessee
|
$643K
|
–
|
–
|
–
|
|
|
317
|
Seven Post Investment Office
San Francisco,
California
|
$642K
|
–
|
–
|
–
|
|
|
318
|
Brown Brothers Harriman & Co
New York
|
$631K
|
–
|
–
|
–
|
|
|
319
|
|
$627K
|
+$638K
|
+18,246
|
New
|
|
|
320
|
AR Asset Management
West Hollywood,
California
|
$618K
|
–
|
–
|
–
|
|
|
321
|
Essex Financial Services
Essex,
Connecticut
|
$618K
|
+$24.6K
|
+704
|
+4%
|
|
|
322
|
Next Capital Management
New York
|
$612K
|
+$624K
|
+17,835
|
New
|
|
|
323
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$598K
|
-$336K
|
-9,596
|
-36%
|
|
|
324
|
Franklin Street Advisors
Chapel Hill,
North Carolina
|
$597K
|
–
|
–
|
–
|
|
|
325
|
IBM Retirement Fund
Armonk,
New York
|
$595K
|
+$170K
|
+4,861
|
+39%
|
|
