|
501
|
Biltmore Wealth Management
Tempe,
Arizona
|
$750K
|
-$648K
|
-2,993
|
-46%
|
|
|
502
|
Corient Capital Partners
Newport Beach,
California
|
$746K
|
+$756K
|
+3,489
|
New
|
|
|
503
|
Agran Libbie
Santa Monica,
California
|
$732K
|
–
|
–
|
–
|
|
|
504
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$724K
|
-$99.2K
|
-458
|
-12%
|
|
|
505
|
LVM Capital Management
Portage,
Michigan
|
$721K
|
+$455K
|
+2,100
|
+54%
|
|
|
506
|
Steinberg Global Asset Management
Boca Raton,
Florida
|
$705K
|
+$13.2K
|
+61
|
+2%
|
|
|
507
|
Winch Advisory Services
Appleton,
Wisconsin
|
$702K
|
+$157K
|
+726
|
+28%
|
|
|
508
|
EP Wealth Advisors
Torrance,
California
|
$698K
|
+$124K
|
+571
|
+21%
|
|
|
509
|
Stephens Inc
Little Rock,
Arkansas
|
$692K
|
+$5.42K
|
+25
|
+0.8%
|
|
|
510
|
Penobscot Investment Management
Boston,
Massachusetts
|
$688K
|
–
|
–
|
–
|
|
|
511
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$686K
|
+$23K
|
+106
|
+3%
|
|
|
512
|
GAMCO Investors
Greenwich,
Connecticut
|
$685K
|
–
|
–
|
–
|
|
|
513
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$665K
|
–
|
–
|
–
|
|
|
514
|
Patten & Patten
Chattanooga,
Tennessee
|
$664K
|
–
|
–
|
–
|
|
|
515
|
Cypress Capital Group
Palm Beach,
Florida
|
$661K
|
-$31.4K
|
-145
|
-4%
|
|
|
516
|
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
$648K
|
-$644K
|
-2,973
|
-50%
|
|
|
517
|
Truist Financial
Charlotte,
North Carolina
|
$642K
|
-$99K
|
-457
|
-13%
|
|
|
518
|
Tocqueville Asset Management
New York
|
$639K
|
+$14.1K
|
+65
|
+2%
|
|
|
519
|
Laurel Grove Capital
Los Angeles,
California
|
$631K
|
–
|
–
|
–
|
|
|
520
|
Citizens Financial Group
Providence,
Rhode Island
|
$625K
|
-$32.5K
|
-150
|
-5%
|
|
|
521
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$613K
|
-$5.42K
|
-25
|
-0.9%
|
|
|
522
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$597K
|
+$5.42K
|
+25
|
+0.9%
|
|
|
523
|
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
$597K
|
+$12.3K
|
+57
|
+2%
|
|
|
524
|
Princeton Alpha Management
Princeton Junction,
New Jersey
|
$589K
|
-$228K
|
-1,051
|
-28%
|
|
|
525
|
Fulton Bank
Lancaster,
Pennsylvania
|
$587K
|
+$594K
|
+2,744
|
New
|
|
