|
701
|
Lantern Wealth Advisors
Melville,
New York
|
$1.29M
|
-$79.4K
|
-250
|
-5%
|
|
|
702
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$1.28M
|
+$217K
|
+682
|
+18%
|
|
|
703
|
44 Wealth Management
Eugene,
Oregon
|
$1.27M
|
+$232K
|
+729
|
+20%
|
|
|
704
|
Evercore Wealth Management
New York
|
$1.27M
|
-$65.5K
|
-206
|
-5%
|
|
|
705
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$1.26M
|
-$63.9K
|
-201
|
-4%
|
|
|
706
|
Venturi Wealth Management
Austin,
Texas
|
$1.26M
|
-$96.9K
|
-305
|
-7%
|
|
|
707
|
Umpqua Bank
Lake Oswego,
Oregon
|
$1.26M
|
+$78.2K
|
+246
|
+6%
|
|
|
708
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.25M
|
+$7.94K
|
+25
|
+0.6%
|
|
|
709
|
Apella Capital
West Hartford,
Connecticut
|
$1.25M
|
+$330K
|
+1,040
|
+33%
|
|
|
710
|
Longfellow Investment Management
Boston,
Massachusetts
|
$1.24M
|
+$718K
|
+2,261
|
+113%
|
|
|
711
|
Holt Capital Partners
Fort Worth,
Texas
|
$1.23M
|
+$13.3K
|
+42
|
+1%
|
|
|
712
|
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
|
$1.23M
|
+$104K
|
+326
|
+8%
|
|
|
713
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$1.23M
|
+$318
|
+1
|
+0%
|
|
|
714
|
Oppenheimer Asset Management
New York
|
$1.22M
|
-$399K
|
-1,255
|
-23%
|
|
|
715
|
Chapman Financial Group
Kailua,
Hawaii
|
$1.22M
|
–
|
–
|
–
|
|
|
716
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$1.22M
|
+$187K
|
+587
|
+16%
|
|
|
717
|
Ceeto Capital Group
Coral Gables,
Florida
|
$1.22M
|
–
|
–
|
–
|
|
|
718
|
Snowden Capital Advisors
New York
|
$1.21M
|
-$84.5K
|
-266
|
-6%
|
|
|
719
|
Syon Capital
San Francisco,
California
|
$1.21M
|
-$100K
|
-316
|
-7%
|
|
|
720
|
CWC Advisors
Lake Oswego,
Oregon
|
$1.2M
|
-$49.6K
|
-156
|
-4%
|
|
|
721
|
Applied Capital LLC
Hollywood,
Florida
|
$1.2M
|
-$9.21K
|
-29
|
-0.7%
|
|
|
722
|
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
|
$1.2M
|
-$4.45K
|
-14
|
-0.3%
|
|
|
723
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.2M
|
-$38.8K
|
-122
|
-3%
|
|
|
724
|
Caldwell Trust
Venice,
Florida
|
$1.19M
|
+$164K
|
+515
|
+14%
|
|
|
725
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$1.19M
|
+$7.31K
|
+23
|
+0.6%
|
|
