|
1501
|
Farmers Trust Company
Youngstown,
Ohio
|
$624K
|
–
|
–
|
–
|
|
|
1502
|
DB Wealth Management Group
San Diego,
California
|
$621K
|
+$568K
|
+4,078
|
New
|
|
|
1503
|
Excalibur Management
Waltham,
Massachusetts
|
$617K
|
+$112K
|
+806
|
+25%
|
|
|
1504
|
Lumature Wealth Partners
Alpharetta,
Georgia
|
$617K
|
+$564K
|
+4,048
|
New
|
|
|
1505
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$615K
|
-$43.3K
|
-311
|
-7%
|
|
|
1506
|
Western Financial Corp
San Diego,
California
|
$615K
|
+$563K
|
+4,040
|
New
|
|
|
1507
|
|
$614K
|
-$3.37M
|
-24,204
|
-86%
|
|
|
1508
|
Essex Savings Bank
Essex,
Connecticut
|
$613K
|
–
|
–
|
–
|
|
|
1509
|
|
$609K
|
–
|
–
|
–
|
|
|
1510
|
M&G Investment Management
London,
United Kingdom
|
$609K
|
–
|
–
|
–
|
|
|
1511
|
Janiczek Wealth Management
Denver,
Colorado
|
$609K
|
+$17.5K
|
+126
|
+3%
|
|
|
1512
|
Quantinno Capital Management
New York
|
$601K
|
+$549K
|
+3,945
|
New
|
|
|
1513
|
Clearview Wealth Advisors
Salem,
Oregon
|
$600K
|
+$549K
|
+3,940
|
New
|
|
|
1514
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$599K
|
-$43.7K
|
-314
|
-7%
|
|
|
1515
|
Credit Agricole
Montrouge Cedex,
France
|
$598K
|
+$352K
|
+2,524
|
+180%
|
|
|
1516
|
Aristotle Atlantic Partners
Sarasota,
Florida
|
$596K
|
+$127K
|
+913
|
+30%
|
|
|
1517
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$595K
|
-$563K
|
-4,039
|
-51%
|
|
|
1518
|
BNC Wealth Management
Beaverton,
Oregon
|
$594K
|
+$120K
|
+865
|
+29%
|
|
|
1519
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$593K
|
+$185K
|
+1,326
|
+52%
|
|
|
1520
|
|
$592K
|
+$56.3K
|
+404
|
+12%
|
|
|
1521
|
Maryland Capital Management
Towson,
Maryland
|
$590K
|
-$47.5K
|
-341
|
-8%
|
|
|
1522
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$590K
|
-$5.99K
|
-43
|
-1%
|
|
|
1523
|
Cypress Point Wealth Management
Dallas,
Texas
|
$590K
|
+$540K
|
+3,875
|
New
|
|
|
1524
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$587K
|
-$162K
|
-1,160
|
-23%
|
|
|
1525
|
Hudson Valley Investment Advisors
Goshen,
New York
|
$583K
|
-$13.9K
|
-100
|
-3%
|
|
