|
401
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.02M
|
–
|
–
|
–
|
|
|
402
|
Levin Capital Strategies
New York
|
$1.02M
|
-$1.38M
|
-13,500
|
-57%
|
|
|
403
|
Belpointe Asset Management
Reno,
Nevada
|
$1.01M
|
-$19.9K
|
-195
|
-2%
|
|
|
404
|
Camden National Bank
Camden,
Maine
|
$1M
|
+$1M
|
+9,858
|
New
|
|
|
405
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$996K
|
+$42.8K
|
+420
|
+5%
|
|
|
406
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$973K
|
+$121K
|
+1,190
|
+14%
|
|
|
407
|
DF Dent & Co
Baltimore,
Maryland
|
$972K
|
-$273K
|
-2,675
|
-22%
|
|
|
408
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$970K
|
-$17.4K
|
-171
|
-2%
|
|
|
409
|
Evercore Wealth Management
New York
|
$966K
|
+$240K
|
+2,356
|
+33%
|
|
|
410
|
Wealthstreet Investment Advisors
Dallas,
Texas
|
$964K
|
-$19.9K
|
-195
|
-2%
|
|
|
411
|
Meitav Investment House
Bene-Beraq,
Israel
|
$964K
|
+$265K
|
+2,600
|
New
|
|
|
412
|
Perigon Wealth Management
San Francisco,
California
|
$959K
|
+$25.5K
|
+250
|
+3%
|
|
|
413
|
Veritable
Wilmington,
Delaware
|
$956K
|
–
|
–
|
–
|
|
|
414
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$954K
|
-$45.9K
|
-450
|
-5%
|
|
|
415
|
Busey Bank
Urbana,
Illinois
|
$953K
|
–
|
–
|
–
|
|
|
416
|
Keel Point
Huntsville,
Alabama
|
$951K
|
+$121K
|
+1,186
|
+15%
|
|
|
417
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$950K
|
-$16.6K
|
-163
|
-2%
|
|
|
418
|
Renaissance Technologies
New York
|
$945K
|
+$948K
|
+9,300
|
New
|
|
|
419
|
Klingman & Associates
New York
|
$922K
|
+$13.9K
|
+136
|
+2%
|
|
|
420
|
Boston Advisors
Boston,
Massachusetts
|
$910K
|
+$59.1K
|
+580
|
+7%
|
|
|
421
|
Northstar Wealth Partners
West Hartford,
Connecticut
|
$902K
|
+$70.3K
|
+690
|
+8%
|
|
|
422
|
Cooper/Haims Advisors
Victor,
New York
|
$895K
|
+$11.5K
|
+113
|
+1%
|
|
|
423
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$887K
|
+$134K
|
+1,310
|
+18%
|
|
|
424
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$887K
|
+$177K
|
+1,739
|
+25%
|
|
|
425
|
BFSG LLC
Irvine,
California
|
$886K
|
-$13.1K
|
-129
|
-1%
|
|
