|
401
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$714K
|
-$39.6K
|
-321
|
-5%
|
|
|
402
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$710K
|
+$80.7K
|
+654
|
+12%
|
|
|
403
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$689K
|
-$13.5K
|
-109
|
-2%
|
|
|
404
|
Mountain Pacific Investment Advisers
Boise,
Idaho
|
$686K
|
–
|
–
|
–
|
|
|
405
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$675K
|
–
|
–
|
–
|
|
|
406
|
Sara-Bay Financial
Sarasota,
Florida
|
$661K
|
+$677K
|
+5,484
|
New
|
|
|
407
|
Citrine Capital
San Francisco,
California
|
$652K
|
+$668K
|
+5,412
|
New
|
|
|
408
|
Advisory Services Network
Atlanta,
Georgia
|
$646K
|
-$193K
|
-1,567
|
-23%
|
|
|
409
|
Evelyn Partners Investment Management Services
London,
|
$644K
|
+$660K
|
+5,346
|
New
|
|
|
410
|
Holderness Investments Company
Greensboro,
North Carolina
|
$638K
|
-$25.2K
|
-204
|
-4%
|
|
|
411
|
West Family Investments
Carlsbad,
California
|
$627K
|
-$10.7K
|
-87
|
-2%
|
|
|
412
|
Balentine LLC
Atlanta,
Georgia
|
$625K
|
-$30.2K
|
-245
|
-5%
|
|
|
413
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$623K
|
–
|
–
|
–
|
|
|
414
|
HB Wealth Management
Atlanta,
Georgia
|
$620K
|
+$204K
|
+1,654
|
+47%
|
|
|
415
|
Spirepoint Private Client
Vero Beach,
Florida
|
$617K
|
–
|
–
|
–
|
|
|
416
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$603K
|
–
|
–
|
–
|
|
|
417
|
Sterling Capital Management
Charlotte,
North Carolina
|
$601K
|
–
|
–
|
–
|
|
|
418
|
Cresset Asset Management
Chicago,
Illinois
|
$597K
|
-$1.63M
|
-13,176
|
-73%
|
|
|
419
|
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
$596K
|
+$268K
|
+2,174
|
+78%
|
|
|
420
|
Principal Street Partners
Memphis,
Tennessee
|
$594K
|
–
|
–
|
–
|
|
|
421
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$591K
|
-$66K
|
-535
|
-10%
|
|
|
422
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$581K
|
–
|
–
|
–
|
|
|
423
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$578K
|
–
|
–
|
–
|
|
|
424
|
Daiwa Securities Group
Tokyo,
Japan
|
$578K
|
-$18.5K
|
-150
|
-3%
|
|
|
425
|
Cordatus Wealth Management
Newtown,
Pennsylvania
|
$577K
|
+$1.98K
|
+16
|
+0.3%
|
|
