|
151
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$2.65M
|
–
|
–
|
–
|
|
|
152
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$2.62M
|
-$85.1K
|
-1,000
|
-3%
|
|
|
153
|
Mader & Shannon Wealth Management
Kansas City,
Missouri
|
$2.6M
|
+$2.6M
|
+30,564
|
New
|
|
|
154
|
Comerica Bank
Dallas,
Texas
|
$2.59M
|
-$64.7K
|
-761
|
-2%
|
|
|
155
|
Evergreen Capital Management
Bellevue,
Washington
|
$2.49M
|
–
|
–
|
–
|
|
|
156
|
Truist Financial
Charlotte,
North Carolina
|
$2.49M
|
-$355K
|
-4,173
|
-12%
|
|
|
157
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$2.47M
|
+$2.02M
|
+23,775
|
+449%
|
|
|
158
|
Darwin Wealth Management
Tampa,
Florida
|
$2.44M
|
+$463K
|
+5,446
|
+23%
|
|
|
159
|
Windsor Capital Management
Phoenix,
Arizona
|
$2.37M
|
+$802K
|
+9,429
|
+51%
|
|
|
160
|
M&T Bank
Buffalo,
New York
|
$2.35M
|
-$249K
|
-2,929
|
-10%
|
|
|
161
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$2.3M
|
+$326K
|
+3,835
|
+17%
|
|
|
162
|
Ronald Blue & Co
Roswell,
Georgia
|
$2.3M
|
-$799K
|
-9,395
|
-26%
|
|
|
163
|
SNS Financial Group
Minneapolis,
Minnesota
|
$2.24M
|
+$297K
|
+3,492
|
+15%
|
|
|
164
|
Legacy Private Trust
Neenah,
Wisconsin
|
$2.22M
|
+$1.5M
|
+17,616
|
+209%
|
|
|
165
|
Bank of the West
Monterey Park,
California
|
$2.21M
|
-$142K
|
-1,665
|
-6%
|
|
|
166
|
IFP Advisors
Tampa,
Florida
|
$2.2M
|
+$201K
|
+2,361
|
+10%
|
|
|
167
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$2.03M
|
+$160K
|
+1,875
|
+9%
|
|
|
168
|
Oppenheimer & Co
New York
|
$1.99M
|
-$158K
|
-1,860
|
-7%
|
|
|
169
|
LGL Partners
Philadelphia,
Pennsylvania
|
$1.88M
|
+$15.2K
|
+179
|
+0.8%
|
|
|
170
|
Probity Advisors
Dallas,
Texas
|
$1.88M
|
+$158K
|
+1,853
|
+9%
|
|
|
171
|
Bangor Savings Bank
Bangor,
Maine
|
$1.83M
|
-$1.45K
|
-17
|
-0.1%
|
|
|
172
|
Guild Investment Management
Los Angeles,
California
|
$1.81M
|
-$5.96K
|
-70
|
-0.3%
|
|
|
173
|
Boys Arnold & Co
Asheville,
North Carolina
|
$1.8M
|
-$933K
|
-10,961
|
-34%
|
|
|
174
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.77M
|
-$2.02M
|
-23,720
|
-53%
|
|
|
175
|
Investment House LLC
Redondo Beach,
California
|
$1.7M
|
-$20K
|
-235
|
-1%
|
|
