|
651
|
Enterprise Trust & Investment
Los Gatos,
California
|
$2.23M
|
–
|
–
|
–
|
|
|
652
|
|
$2.18M
|
+$461K
|
+3,510
|
+26%
|
|
|
653
|
Caliber Wealth Management (Utah)
Orem,
Utah
|
$2.16M
|
+$486K
|
+3,700
|
+22%
|
|
|
654
|
IndexIQ Advisors
New York
|
$2.16M
|
-$63.7K
|
-485
|
-3%
|
|
|
655
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$2.14M
|
-$171K
|
-1,305
|
-7%
|
|
|
656
|
HighTower Trust
Houston,
Texas
|
$2.13M
|
+$2.16M
|
+16,440
|
New
|
|
|
657
|
Sunbelt Securities
Houston,
Texas
|
$2.13M
|
+$109K
|
+830
|
+5%
|
|
|
658
|
IBM Retirement Fund
Armonk,
New York
|
$2.13M
|
-$1.5M
|
-11,460
|
-41%
|
|
|
659
|
SG Americas Securities
New York
|
$2.12M
|
+$390K
|
+2,970
|
+22%
|
|
|
660
|
Cetera Advisor Networks
El Segundo,
California
|
$2.11M
|
-$273K
|
-2,080
|
-11%
|
|
|
661
|
Institute for Wealth Management
Denver,
Colorado
|
$2.1M
|
-$17.7K
|
-135
|
-0.8%
|
|
|
662
|
Advent International
Boston,
Massachusetts
|
$2.1M
|
-$17.9M
|
-136,500
|
-89%
|
|
|
663
|
EFG Asset Management
Portland,
Oregon
|
$2.1M
|
+$2.12M
|
+16,150
|
New
|
|
|
664
|
Abacus FCF Advisors
Orlando,
Florida
|
$2.1M
|
–
|
–
|
–
|
|
|
665
|
Van Leeuwen & Company
Princeton,
New Jersey
|
$2.09M
|
+$23.6K
|
+180
|
+1%
|
|
|
666
|
Lee Capital Holdings
New York
|
$2.06M
|
+$302K
|
+2,300
|
+17%
|
|
|
667
|
Focus Financial Network
Minneapolis,
Minnesota
|
$2.05M
|
+$103K
|
+785
|
+5%
|
|
|
668
|
Callahan Advisors
Houston,
Texas
|
$2.05M
|
+$160K
|
+1,220
|
+8%
|
|
|
669
|
Veritable
Wilmington,
Delaware
|
$2.04M
|
+$97.8K
|
+745
|
+5%
|
|
|
670
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$2.03M
|
-$5.25K
|
-40
|
-0.3%
|
|
|
671
|
Covenant Asset Management
Chester,
New Jersey
|
$2.03M
|
+$223K
|
+1,700
|
+12%
|
|
|
672
|
Crossvault Capital Management
San Antonio,
Texas
|
$2.01M
|
+$23.6K
|
+180
|
+1%
|
|
|
673
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$2M
|
–
|
–
|
–
|
|
|
674
|
Primoris Wealth Advisors
North Palm Beach,
Florida
|
$2M
|
+$2.02M
|
+15,370
|
New
|
|
|
675
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$1.98M
|
-$32.8K
|
-250
|
-2%
|
|
