|
801
|
Williams Jones Wealth Management
New York
|
$5.43M
|
+$414K
|
+7,351
|
+8%
|
|
|
802
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$5.41M
|
-$44.9K
|
-799
|
-0.8%
|
|
|
803
|
Calamos Wealth Management
Naperville,
Illinois
|
$5.36M
|
-$504K
|
-8,955
|
-8%
|
|
|
804
|
Pendal Group
Sydney,
Australia
|
$5.36M
|
+$475K
|
+8,445
|
+10%
|
|
|
805
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$5.36M
|
+$4M
|
+71,064
|
+273%
|
|
|
806
|
TownSquare Capital
Provo,
Utah
|
$5.35M
|
+$486K
|
+8,638
|
+10%
|
|
|
807
|
Albion Financial Group
Salt Lake City,
Utah
|
$5.34M
|
+$132K
|
+2,339
|
+2%
|
|
|
808
|
Bowen Hanes & Co
Ponte Vedra Beach,
Florida
|
$5.34M
|
+$1.06M
|
+18,845
|
+24%
|
|
|
809
|
Coldstream Capital Management
Bellevue,
Washington
|
$5.32M
|
+$29K
|
+516
|
+0.5%
|
|
|
810
|
Beach Investment Counsel
West Conshohocken,
Pennsylvania
|
$5.31M
|
-$14.1K
|
-250
|
-0.3%
|
|
|
811
|
Jupiter Asset Management
London,
United Kingdom
|
$5.3M
|
-$42.5K
|
-756
|
-0.8%
|
|
|
812
|
SkyOak Wealth
Southfield,
Michigan
|
$5.28M
|
+$770K
|
+13,688
|
+17%
|
|
|
813
|
Wills Financial Group
Richmond,
Virginia
|
$5.27M
|
+$39.7K
|
+706
|
+0.7%
|
|
|
814
|
Old Dominion Capital Management
Charlottesville,
Virginia
|
$5.25M
|
+$844
|
+15
|
+0%
|
|
|
815
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$5.24M
|
+$10K
|
+178
|
+0.2%
|
|
|
816
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$5.22M
|
-$273K
|
-4,851
|
-5%
|
|
|
817
|
Vision Capital Management
Portland,
Oregon
|
$5.21M
|
+$46.1K
|
+820
|
+0.9%
|
|
|
818
|
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
|
$5.2M
|
+$262K
|
+4,650
|
+5%
|
|
|
819
|
White Pine Investment Company
Livonia,
Michigan
|
$5.2M
|
+$5.3M
|
+94,285
|
New
|
|
|
820
|
Asset Planning Services Inc
Covington,
Louisiana
|
$5.2M
|
+$21.4K
|
+380
|
+0.4%
|
|
|
821
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$5.19M
|
+$421K
|
+7,487
|
+9%
|
|
|
822
|
Avantax Planning Partners
Dubuque,
Iowa
|
$5.18M
|
+$336K
|
+5,966
|
+7%
|
|
|
823
|
Delta Asset Management
Memphis,
Tennessee
|
$5.18M
|
+$168K
|
+2,981
|
+3%
|
|
|
824
|
Weatherly Asset Management
Del Mar,
California
|
$5.17M
|
-$22.2K
|
-395
|
-0.4%
|
|
|
825
|
Thomasville National Bank
Thomasville,
Georgia
|
$5.15M
|
-$10.4K
|
-184
|
-0.2%
|
|
