|
401
|
Evercore Wealth Management
New York
|
$69M
|
-$726K
|
-1,313
|
-1%
|
|
|
402
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$68.9M
|
+$108K
|
+196
|
+0.2%
|
|
|
403
|
Berkeley Capital Partners
Milton,
Georgia
|
$68.8M
|
+$2.06M
|
+3,728
|
+3%
|
|
|
404
|
Beacon Pointe Advisors
Newport Beach,
California
|
$68.4M
|
-$1.39M
|
-2,522
|
-2%
|
|
|
405
|
Atria Investments
Charlotte,
North Carolina
|
$67.9M
|
-$4.54M
|
-8,211
|
-6%
|
|
|
406
|
Stevens Capital Management
Radnor,
Pennsylvania
|
$67.7M
|
+$65.2M
|
+117,978
|
New
|
|
|
407
|
M Holdings Securities
Portland,
Oregon
|
$67.4M
|
-$17.2M
|
-31,051
|
-21%
|
|
|
408
|
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
|
$67.3M
|
+$2.08M
|
+3,758
|
+3%
|
|
|
409
|
Activest Wealth Management
Aventure,
Florida
|
$66.3M
|
+$1.06M
|
+1,913
|
+2%
|
|
|
410
|
First Western Trust Bank
Denver,
Colorado
|
$66.1M
|
-$217K
|
-392
|
-0.3%
|
|
|
411
|
Consolidated Investment Group
Englewood,
Colorado
|
$66M
|
–
|
–
|
–
|
|
|
412
|
Clearstead Advisors
Cleveland,
Ohio
|
$65.9M
|
-$292K
|
-528
|
-0.5%
|
|
|
413
|
Chevy Chase Trust
Bethesda,
Maryland
|
$65.8M
|
-$721K
|
-1,304
|
-1%
|
|
|
414
|
Novare Capital Management
Charlotte,
North Carolina
|
$65.7M
|
+$1.52M
|
+2,752
|
+2%
|
|
|
415
|
Joel Isaacson & Co
New York
|
$65.1M
|
+$1.1M
|
+1,984
|
+2%
|
|
|
416
|
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
|
$64.8M
|
+$4.77M
|
+8,619
|
+8%
|
|
|
417
|
Venture Visionary Partners
Sylvania,
Ohio
|
$64.7M
|
+$889K
|
+1,607
|
+1%
|
|
|
418
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$64.2M
|
+$17.6M
|
+31,853
|
+40%
|
|
|
419
|
Curtis Advisory Group
Santa Barbara,
California
|
$64.1M
|
+$22.3M
|
+40,291
|
+56%
|
|
|
420
|
IFG Advisors
St. Louis,
Missouri
|
$63.9M
|
+$1.88M
|
+3,401
|
+3%
|
|
|
421
|
Westshore Wealth
Newport Beach,
California
|
$63.4M
|
-$5.11M
|
-9,237
|
-8%
|
|
|
422
|
LGL Partners
Philadelphia,
Pennsylvania
|
$63.4M
|
-$528K
|
-955
|
-0.9%
|
|
|
423
|
|
$63.4M
|
+$48.2M
|
+87,213
|
+375%
|
|
|
424
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$62.9M
|
-$842K
|
-1,523
|
-1%
|
|
|
425
|
SlateStone Wealth
Jupiter,
Florida
|
$62.8M
|
-$3.65M
|
-6,603
|
-6%
|
|
