|
626
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$8.77M
|
-$579K
|
-7,444
|
-7%
|
|
|
627
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$8.76M
|
+$397K
|
+5,104
|
+5%
|
|
|
628
|
Western Wealth Management
Golden,
Colorado
|
$8.72M
|
+$6.07M
|
+78,051
|
+284%
|
|
|
629
|
Transform Wealth
Greenwood Village,
Colorado
|
$8.72M
|
+$114K
|
+1,461
|
+1%
|
|
|
630
|
Tokio Marine Asset Management
Tokyo,
Japan
|
$8.71M
|
+$406K
|
+5,221
|
+5%
|
|
|
631
|
Cadence Bank
Tupelo,
Mississippi
|
$8.7M
|
+$1.5M
|
+19,336
|
+22%
|
|
|
632
|
Canal Insurance Company
Greenville,
South Carolina
|
$8.67M
|
–
|
–
|
–
|
|
|
633
|
Stamos Capital Partners
Menlo Park,
California
|
$8.66M
|
+$513K
|
+6,600
|
+7%
|
|
|
634
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$8.65M
|
+$2.25M
|
+28,953
|
+38%
|
|
|
635
|
Coldstream Capital Management
Bellevue,
Washington
|
$8.63M
|
+$184K
|
+2,362
|
+2%
|
|
|
636
|
Howland Capital Management
Boston,
Massachusetts
|
$8.6M
|
+$1.03M
|
+13,243
|
+15%
|
|
|
637
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$8.59M
|
-$373K
|
-4,800
|
-5%
|
|
|
638
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$8.59M
|
-$8.71K
|
-112
|
-0.1%
|
|
|
639
|
Diversified Trust
Memphis,
Tennessee
|
$8.53M
|
-$616K
|
-7,926
|
-7%
|
|
|
640
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$8.52M
|
-$4.69M
|
-60,331
|
-37%
|
|
|
641
|
Belpointe Asset Management
Reno,
Nevada
|
$8.5M
|
-$330K
|
-4,244
|
-4%
|
|
|
642
|
Randolph Company
Cincinnati,
Ohio
|
$8.49M
|
+$8M
|
+102,856
|
New
|
|
|
643
|
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
|
$8.44M
|
+$1.94M
|
+24,967
|
+32%
|
|
|
644
|
|
$8.35M
|
-$303K
|
-3,900
|
-4%
|
|
|
645
|
|
$8.34M
|
-$178K
|
-2,292
|
-2%
|
|
|
646
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$8.33M
|
+$2.39M
|
+30,770
|
+44%
|
|
|
647
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
$8.29M
|
-$105K
|
-1,350
|
-1%
|
|
|
648
|
Zions Bancorporation
Salt Lake City,
Utah
|
$8.29M
|
+$192K
|
+2,474
|
+3%
|
|
|
649
|
TD Private Client Wealth
New York
|
$8.27M
|
-$887K
|
-11,405
|
-10%
|
|
|
650
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$8.23M
|
-$35.3K
|
-454
|
-0.5%
|
|
