|
501
|
Corient Capital Partners
Newport Beach,
California
|
$262K
|
-$11K
|
-149
|
-4%
|
|
|
502
|
Pacific Global Investment Management
Glendale,
California
|
$259K
|
-$963
|
-13
|
-0.4%
|
|
|
503
|
|
$259K
|
+$257K
|
+3,464
|
New
|
|
|
504
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$255K
|
–
|
–
|
–
|
|
|
505
|
Sensato Investors
San Francisco,
California
|
$254K
|
-$9.42M
|
-127,134
|
-97%
|
|
|
506
|
SimplyRich
Carlsbad,
California
|
$254K
|
+$252K
|
+3,400
|
New
|
|
|
507
|
Burney Company
Reston,
Virginia
|
$252K
|
-$1.63K
|
-22
|
-0.6%
|
|
|
508
|
Bank of the West
Monterey Park,
California
|
$251K
|
-$32.7K
|
-442
|
-12%
|
|
|
509
|
UMB Bank
Kansas City,
Missouri
|
$247K
|
+$15.3K
|
+207
|
+7%
|
|
|
510
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$246K
|
–
|
–
|
–
|
|
|
511
|
TDAM USA
Toronto,
Ontario, Canada
|
$242K
|
–
|
–
|
–
|
|
|
512
|
Elm Advisors
Burlingame,
California
|
$241K
|
–
|
–
|
–
|
|
|
513
|
Steward Partners Investment Advisory
New York
|
$240K
|
+$2.44K
|
+33
|
+1%
|
|
|
514
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$239K
|
+$28K
|
+378
|
+13%
|
|
|
515
|
Truist Financial
Charlotte,
North Carolina
|
$238K
|
-$55.6K
|
-750
|
-19%
|
|
|
516
|
Millennium Management
New York
|
$236K
|
-$77.7M
|
-1,048,821
|
-100%
|
|
|
517
|
Retirement Capital Strategies
San Jose,
California
|
$236K
|
–
|
–
|
–
|
|
|
518
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$233K
|
-$12.9K
|
-174
|
-5%
|
|
|
519
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$233K
|
+$232K
|
+3,125
|
New
|
|
|
520
|
Checchi Capital Advisers
Beverly Hills,
California
|
$228K
|
-$3.78K
|
-51
|
-2%
|
|
|
521
|
Fisher Asset Management
Camas,
Washington
|
$228K
|
+$7.78K
|
+105
|
+4%
|
|
|
522
|
Algert Global
San Francisco,
California
|
$225K
|
-$63.9K
|
-863
|
-22%
|
|
|
523
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$224K
|
–
|
–
|
–
|
|
|
524
|
Trillium Asset Management
Boston,
Massachusetts
|
$224K
|
+$5.63K
|
+76
|
+3%
|
|
|
525
|
Horizon Investments
Charlotte,
North Carolina
|
$219K
|
+$218K
|
+2,938
|
New
|
|
