|
501
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$3.1M
|
-$57.1K
|
-188
|
-2%
|
|
|
502
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$3.06M
|
+$5.78K
|
+19
|
+0.2%
|
|
|
503
|
Gamble Jones Investment Counsel
Pasadena,
California
|
$3.05M
|
–
|
–
|
–
|
|
|
504
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.02M
|
+$198K
|
+653
|
+7%
|
|
|
505
|
Panagora Asset Management
Boston,
Massachusetts
|
$3.01M
|
-$2.38M
|
-7,815
|
-43%
|
|
|
506
|
Morse Asset Management
Darien,
Connecticut
|
$3.01M
|
+$215K
|
+706
|
+7%
|
|
|
507
|
Davenport & Co
Richmond,
Virginia
|
$3M
|
+$455K
|
+1,497
|
+17%
|
|
|
508
|
Prospera Financial Services
Dallas,
Texas
|
$3M
|
+$43.5K
|
+143
|
+1%
|
|
|
509
|
|
$2.96M
|
-$37.6M
|
-123,632
|
-92%
|
|
|
510
|
True North Advisors
Dallas,
Texas
|
$2.94M
|
+$1.52K
|
+5
|
+0%
|
|
|
511
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$2.94M
|
+$16.7K
|
+55
|
+0.6%
|
|
|
512
|
Ally Financial
Detroit,
Michigan
|
$2.93M
|
–
|
–
|
–
|
|
|
513
|
Corient Capital Partners
Newport Beach,
California
|
$2.92M
|
-$347K
|
-1,143
|
-10%
|
|
|
514
|
Essex LLC
Deer Park,
Illinois
|
$2.89M
|
+$2.99M
|
+9,845
|
New
|
|
|
515
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$2.88M
|
+$912
|
+3
|
+0%
|
|
|
516
|
NBT Bank
Norwich,
New York
|
$2.87M
|
-$10K
|
-33
|
-0.3%
|
|
|
517
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$2.86M
|
-$14.9K
|
-49
|
-0.5%
|
|
|
518
|
Heartland Advisors
Milwaukee,
Wisconsin
|
$2.86M
|
-$17K
|
-56
|
-0.6%
|
|
|
519
|
Naples Global Advisors
Naples,
Florida
|
$2.86M
|
–
|
–
|
–
|
|
|
520
|
Bank of the West
Monterey Park,
California
|
$2.84M
|
+$294K
|
+968
|
+11%
|
|
|
521
|
AGF Investments Inc
Toronto,
Ontario, Canada
|
$2.82M
|
+$253K
|
+832
|
+9%
|
|
|
522
|
Baker Avenue Asset Management
San Francisco,
California
|
$2.82M
|
+$342K
|
+1,124
|
+13%
|
|
|
523
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$2.81M
|
+$389K
|
+1,280
|
+15%
|
|
|
524
|
Roberts Wealth Advisors
Palo Alto,
California
|
$2.77M
|
+$2.88M
|
+9,459
|
New
|
|
|
525
|
Alexandria Capital
Arlington,
Virginia
|
$2.77M
|
+$5.47K
|
+18
|
+0.2%
|
|
