|
401
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$3.26M
|
+$551K
|
+1,096
|
+19%
|
|
|
402
|
Cresset Asset Management
Chicago,
Illinois
|
$3.24M
|
-$5.24M
|
-10,423
|
-60%
|
|
|
403
|
|
$3.24M
|
+$2.41M
|
+4,789
|
+226%
|
|
|
404
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$3.24M
|
-$209K
|
-416
|
-6%
|
|
|
405
|
Hohimer Wealth Management
Seattle,
Washington
|
$3.22M
|
+$37.2K
|
+74
|
+1%
|
|
|
406
|
Invesco LLC (Illinois)
Des Plaines,
Illinois
|
$3.2M
|
+$126K
|
+251
|
+4%
|
|
|
407
|
MAI Capital Management
Independence,
Ohio
|
$3.2M
|
+$278K
|
+552
|
+9%
|
|
|
408
|
Private Trust Company
Cleveland,
Ohio
|
$3.19M
|
-$126K
|
-250
|
-4%
|
|
|
409
|
Alpine Woods Capital Investors
Purchase,
New York
|
$3.18M
|
+$379K
|
+753
|
+12%
|
|
|
410
|
Norinchukin Bank
Tokyo,
Japan
|
$3.14M
|
+$358K
|
+712
|
+12%
|
|
|
411
|
William B. Walkup & Associates
Columbia,
South Carolina
|
$3.13M
|
–
|
–
|
–
|
|
|
412
|
Fieldview Capital Management
Niles,
Michigan
|
$3.13M
|
+$3.36M
|
+6,675
|
New
|
|
|
413
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$3.11M
|
-$2.52K
|
-5
|
-0.1%
|
|
|
414
|
Trivium Point Advisory
Westport,
Connecticut
|
$3.1M
|
+$231K
|
+459
|
+7%
|
|
|
415
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
$3.08M
|
-$113K
|
-225
|
-3%
|
|
|
416
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$3.06M
|
+$56.3K
|
+112
|
+2%
|
|
|
417
|
New Mexico Educational Retirement Board
Santa Fe,
New Mexico
|
$3.06M
|
-$151K
|
-300
|
-4%
|
|
|
418
|
BCGM Wealth Management
Lafayette,
Indiana
|
$3.05M
|
+$90.5K
|
+180
|
+3%
|
|
|
419
|
Legal Advantage Investments
Los Altos Hills,
California
|
$3.02M
|
–
|
–
|
–
|
|
|
420
|
Advisornet Financial
Minnetonka,
Minnesota
|
$3.01M
|
-$176K
|
-349
|
-5%
|
|
|
421
|
VELA Investment Management
New Albany,
Ohio
|
$3M
|
+$34.2K
|
+68
|
+1%
|
|
|
422
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$3M
|
+$23.6K
|
+47
|
+0.7%
|
|
|
423
|
Searle & Co
Greenwich,
Connecticut
|
$3M
|
–
|
–
|
–
|
|
|
424
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$3M
|
-$230K
|
-457
|
-7%
|
|
|
425
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$2.99M
|
+$65.4K
|
+130
|
+2%
|
|
