|
501
|
LVM Capital Management
Portage,
Michigan
|
$931K
|
–
|
–
|
–
|
|
|
502
|
Patten & Patten
Chattanooga,
Tennessee
|
$925K
|
–
|
–
|
–
|
|
|
503
|
Checchi Capital Advisers
Beverly Hills,
California
|
$919K
|
-$16.3K
|
-65
|
-2%
|
|
|
504
|
Symphony Asset Management
San Francisco,
California
|
$915K
|
-$38.5K
|
-154
|
-4%
|
|
|
505
|
Appleton Partners
Boston,
Massachusetts
|
$911K
|
+$117K
|
+467
|
+15%
|
|
|
506
|
Bank of Hawaii
Honolulu,
Hawaii
|
$895K
|
+$7.5K
|
+30
|
+0.9%
|
|
|
507
|
Great Lakes Advisors
Chicago,
Illinois
|
$892K
|
-$65K
|
-260
|
-7%
|
|
|
508
|
Biltmore Wealth Management
Tempe,
Arizona
|
$892K
|
+$500
|
+2
|
+0.1%
|
|
|
509
|
Kingfisher Capital
Charlotte,
North Carolina
|
$882K
|
+$12.8K
|
+51
|
+2%
|
|
|
510
|
Moors & Cabot
Boston,
Massachusetts
|
$869K
|
-$252K
|
-1,008
|
-23%
|
|
|
511
|
FDO Partners
Cambridge,
Massachusetts
|
$866K
|
+$844K
|
+3,373
|
New
|
|
|
512
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$858K
|
-$76.3K
|
-305
|
-8%
|
|
|
513
|
Calamos Wealth Management
Naperville,
Illinois
|
$858K
|
+$273K
|
+1,092
|
+49%
|
|
|
514
|
Corient Capital Partners
Newport Beach,
California
|
$855K
|
-$500
|
-2
|
-0.1%
|
|
|
515
|
Knights of Columbus Asset Advisors
New Haven,
Connecticut
|
$854K
|
-$50K
|
-200
|
-6%
|
|
|
516
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$830K
|
+$1.25K
|
+5
|
+0.2%
|
|
|
517
|
Penobscot Investment Management
Boston,
Massachusetts
|
$825K
|
–
|
–
|
–
|
|
|
518
|
GAMCO Investors
Greenwich,
Connecticut
|
$821K
|
–
|
–
|
–
|
|
|
519
|
Livforsakringsbolaget Skandia
Stockholm,
Sweden
|
$821K
|
–
|
–
|
–
|
|
|
520
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$808K
|
-$16.5M
|
-65,963
|
-95%
|
|
|
521
|
Steinberg Global Asset Management
Boca Raton,
Florida
|
$806K
|
+$10K
|
+40
|
+1%
|
|
|
522
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$806K
|
+$279K
|
+1,114
|
+55%
|
|
|
523
|
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
$804K
|
+$85.6K
|
+342
|
+12%
|
|
|
524
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$802K
|
+$781K
|
+3,124
|
New
|
|
|
525
|
Truist Financial
Charlotte,
North Carolina
|
$797K
|
-$9.51K
|
-38
|
-1%
|
|
