|
351
|
Oppenheimer Asset Management
New York
|
$1.97M
|
+$167K
|
+4,620
|
+9%
|
|
|
352
|
Virtue Capital Management
Brentwood,
Tennessee
|
$1.97M
|
+$199K
|
+5,508
|
+11%
|
|
|
353
|
Fidelity Investments
Boston,
Massachusetts
|
$1.95M
|
+$142K
|
+3,914
|
+8%
|
|
|
354
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.94M
|
-$860K
|
-23,748
|
-30%
|
|
|
355
|
Patten & Patten
Chattanooga,
Tennessee
|
$1.91M
|
-$69.4K
|
-1,918
|
-3%
|
|
|
356
|
Stamos Capital Partners
Menlo Park,
California
|
$1.89M
|
-$94.1K
|
-2,600
|
-5%
|
|
|
357
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$1.89M
|
-$188K
|
-5,190
|
-9%
|
|
|
358
|
Windham Capital Management
Boston,
Massachusetts
|
$1.88M
|
–
|
–
|
–
|
|
|
359
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$1.88M
|
-$1.38K
|
-38
|
-0.1%
|
|
|
360
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$1.86M
|
-$291K
|
-8,030
|
-14%
|
|
|
361
|
Chevy Chase Trust
Bethesda,
Maryland
|
$1.86M
|
–
|
–
|
–
|
|
|
362
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$1.85M
|
-$56.3K
|
-1,554
|
-3%
|
|
|
363
|
Manchester Capital Management
Manchester,
Vermont
|
$1.85M
|
–
|
–
|
–
|
|
|
364
|
Connable Office Inc
Kalamazoo,
Michigan
|
$1.84M
|
+$1.9M
|
+52,618
|
New
|
|
|
365
|
ClearBridge Investments
New York
|
$1.84M
|
-$145K
|
-4,000
|
-7%
|
|
|
366
|
Trust Company
Manhattan,
Kansas
|
$1.84M
|
+$129K
|
+3,550
|
+7%
|
|
|
367
|
WP Advisors
San Francisco,
California
|
$1.83M
|
+$23.6K
|
+652
|
+1%
|
|
|
368
|
SSI Investment Management
Los Angeles,
California
|
$1.82M
|
+$206K
|
+5,682
|
+12%
|
|
|
369
|
Cribstone Capital Management
Augusta,
Maine
|
$1.78M
|
-$2.9K
|
-80
|
-0.2%
|
|
|
370
|
Founders Financial Securities
Towson,
Maryland
|
$1.75M
|
+$1.06M
|
+29,270
|
+142%
|
|
|
371
|
TIAA FSB
Jacksonville,
Florida
|
$1.74M
|
+$116K
|
+3,196
|
+7%
|
|
|
372
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$1.73M
|
+$1.79M
|
+49,386
|
New
|
|
|
373
|
Primoris Wealth Advisors
North Palm Beach,
Florida
|
$1.73M
|
+$860K
|
+23,760
|
+94%
|
|
|
374
|
Synovus Financial
Columbus,
Georgia
|
$1.73M
|
+$1.44M
|
+39,888
|
+420%
|
|
|
375
|
Belpointe Asset Management
Reno,
Nevada
|
$1.73M
|
-$307K
|
-8,480
|
-15%
|
|
