|
451
|
Evercore Wealth Management
New York
|
$2.06M
|
+$40.9K
|
+163
|
+2%
|
|
|
452
|
First Trust Investment Solutions
Naples,
Florida
|
$2.04M
|
-$475K
|
-1,894
|
-18%
|
|
|
453
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$2.03M
|
-$251K
|
-1,002
|
-11%
|
|
|
454
|
Crossmark Global Holdings
Houston,
Texas
|
$2.02M
|
-$258K
|
-1,029
|
-11%
|
|
|
455
|
Burney Company
Reston,
Virginia
|
$2.01M
|
-$200K
|
-799
|
-9%
|
|
|
456
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2M
|
-$201K
|
-802
|
-9%
|
|
|
457
|
EFG Asset Management
Portland,
Oregon
|
$1.98M
|
-$89K
|
-355
|
-4%
|
|
|
458
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$1.98M
|
+$211K
|
+843
|
+11%
|
|
|
459
|
Financial Partners Group (Tennessee)
Gallatin,
Tennessee
|
$1.97M
|
+$222K
|
+884
|
+12%
|
|
|
460
|
Mengis Capital Management
Portland,
Oregon
|
$1.96M
|
–
|
–
|
–
|
|
|
461
|
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
|
$1.96M
|
+$23.1K
|
+92
|
+1%
|
|
|
462
|
Reynders McVeigh Capital Management
Boston,
Massachusetts
|
$1.96M
|
-$33.8K
|
-135
|
-2%
|
|
|
463
|
M&T Bank
Buffalo,
New York
|
$1.96M
|
+$113K
|
+452
|
+6%
|
|
|
464
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$1.95M
|
+$1.5M
|
+5,995
|
+284%
|
|
|
465
|
Inspire Investing
Meridian,
Idaho
|
$1.94M
|
-$389K
|
-1,550
|
-16%
|
|
|
466
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$1.94M
|
+$34.8K
|
+139
|
+2%
|
|
|
467
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$1.93M
|
+$125K
|
+498
|
+7%
|
|
|
468
|
Concurrent Investment Advisors
Tampa,
Florida
|
$1.93M
|
-$60.4K
|
-241
|
-3%
|
|
|
469
|
Buffington Mohr McNeal
Boise,
Idaho
|
$1.93M
|
-$33.8K
|
-135
|
-2%
|
|
|
470
|
K2 Principal Fund
Toronto,
Ontario, Canada
|
$1.92M
|
+$516K
|
+2,058
|
+35%
|
|
|
471
|
Venture Visionary Partners
Sylvania,
Ohio
|
$1.9M
|
+$4.76K
|
+19
|
+0.2%
|
|
|
472
|
Lido Advisors
Los Angeles,
California
|
$1.89M
|
+$59.2K
|
+236
|
+3%
|
|
|
473
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.89M
|
+$16.8K
|
+67
|
+0.9%
|
|
|
474
|
Chartwell Investment Partners
Berywn,
Pennsylvania
|
$1.83M
|
–
|
–
|
–
|
|
|
475
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1.83M
|
+$573K
|
+2,285
|
+43%
|
|
