|
851
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$3.07M
|
-$67.5K
|
-629
|
-3%
|
|
|
852
|
TDAM USA
Toronto,
Ontario, Canada
|
$3.05M
|
-$41.7K
|
-388
|
-2%
|
|
|
853
|
Homrich & Berg
Atlanta,
Georgia
|
$3.04M
|
+$187K
|
+1,744
|
+8%
|
|
|
854
|
Cable Hill Partners
Portland,
Oregon
|
$3.02M
|
-$30.5K
|
-284
|
-1%
|
|
|
855
|
Asset Dedication LLC
San Francisco,
California
|
$3.01M
|
+$307K
|
+2,860
|
+14%
|
|
|
856
|
Tranquility Partners
Brentwood,
Tennessee
|
$3M
|
+$5.58K
|
+52
|
+0.2%
|
|
|
857
|
Concentric Wealth Management
Lafayette,
California
|
$2.96M
|
-$111K
|
-1,035
|
-4%
|
|
|
858
|
Profit Investment Management
North Bethesda,
Maryland
|
$2.96M
|
-$34.2K
|
-319
|
-1%
|
|
|
859
|
SteelPeak Wealth
Woodland Hills,
California
|
$2.94M
|
-$27.2K
|
-253
|
-1%
|
|
|
860
|
Ballentine Partners
Waltham,
Massachusetts
|
$2.93M
|
-$338K
|
-3,153
|
-12%
|
|
|
861
|
Country Club Trust
Kansas City,
Missouri
|
$2.92M
|
-$26.2K
|
-244
|
-1%
|
|
|
862
|
Chesley Taft & Associates
Chicago,
Illinois
|
$2.85M
|
+$81.7K
|
+761
|
+3%
|
|
|
863
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$2.85M
|
-$111K
|
-1,032
|
-4%
|
|
|
864
|
AE Wealth Management
Topeka,
Kansas
|
$2.84M
|
+$155K
|
+1,447
|
+7%
|
|
|
865
|
|
$2.84M
|
+$1.34M
|
+12,525
|
+124%
|
|
|
866
|
NovaPoint Capital
Atlanta,
Georgia
|
$2.84M
|
+$1.29K
|
+12
|
+0.1%
|
|
|
867
|
Plimoth Trust
Plymouth,
Massachusetts
|
$2.83M
|
-$77.2K
|
-719
|
-3%
|
|
|
868
|
Game Plan Financial Advisors
Westlake,
Ohio
|
$2.83M
|
+$42.3K
|
+394
|
+2%
|
|
|
869
|
First Horizon Corporation
Memphis,
Tennessee
|
$2.83M
|
+$2.42M
|
+22,530
|
New
|
|
|
870
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$2.81M
|
–
|
–
|
–
|
|
|
871
|
IFP Advisors
Tampa,
Florida
|
$2.79M
|
-$266K
|
-2,480
|
-10%
|
|
|
872
|
Peregrine Asset Advisers
Portland,
Oregon
|
$2.79M
|
+$18.9K
|
+176
|
+0.8%
|
|
|
873
|
Verition Fund Management
Greenwich,
Connecticut
|
$2.79M
|
+$1.13M
|
+10,555
|
+90%
|
|
|
874
|
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
|
$2.79M
|
–
|
–
|
–
|
|
|
875
|
Sompo Asset Management
Tokyo,
Japan
|
$2.78M
|
-$291K
|
-2,710
|
-11%
|
|
