|
676
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$328K
|
+$22.1K
|
+183
|
+8%
|
|
|
677
|
Principal Securities
Des Moines,
Iowa
|
$327K
|
+$16.3K
|
+135
|
+6%
|
|
|
678
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$325K
|
+$22.6K
|
+187
|
+8%
|
|
|
679
|
Brooklyn Investment Group
Brooklyn,
New York
|
$325K
|
-$19.9K
|
-165
|
-6%
|
|
|
680
|
Berman McAleer
Timonium,
Maryland
|
$324K
|
+$305K
|
+2,522
|
New
|
|
|
681
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$324K
|
+$2.78K
|
+23
|
+0.9%
|
|
|
682
|
Atomi Financial Group
New York
|
$322K
|
+$72.7K
|
+602
|
+32%
|
|
|
683
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$318K
|
–
|
–
|
–
|
|
|
684
|
Brown Brothers Harriman & Co
New York
|
$318K
|
+$131K
|
+1,085
|
+78%
|
|
|
685
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$317K
|
-$1.15M
|
-9,497
|
-42%
|
|
|
686
|
Central Trust Company
Jefferson City,
Missouri
|
$315K
|
-$7.85K
|
-65
|
-3%
|
|
|
687
|
Mather Group
Chicago,
Illinois
|
$315K
|
+$725
|
+6
|
+0.2%
|
|
|
688
|
True Link Financial Advisors
San Francisco,
California
|
$313K
|
–
|
–
|
–
|
|
|
689
|
PFG Investments
Woodbury,
New York
|
$313K
|
+$7.61K
|
+63
|
+3%
|
|
|
690
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$312K
|
+$3.02K
|
+25
|
+1%
|
|
|
691
|
Concurrent Investment Advisors
Tampa,
Florida
|
$312K
|
+$20.3K
|
+168
|
+7%
|
|
|
692
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$312K
|
-$19.1K
|
-158
|
-6%
|
|
|
693
|
Hancock Whitney
Gulfport,
Mississippi
|
$307K
|
-$27.9K
|
-231
|
-9%
|
|
|
694
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$304K
|
–
|
–
|
–
|
|
|
695
|
Trust Point Inc
La Crosse,
Wisconsin
|
$304K
|
–
|
–
|
–
|
|
|
696
|
Samalin Investment Counsel
Chappaqua,
New York
|
$299K
|
-$13.6K
|
-113
|
-5%
|
|
|
697
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$295K
|
+$4.71K
|
+39
|
+2%
|
|
|
698
|
Kaufman Rossin Wealth
Miami,
Florida
|
$293K
|
+$6.76K
|
+56
|
+3%
|
|
|
699
|
Farther Finance Advisors
San Francisco,
California
|
$292K
|
+$5.56K
|
+46
|
+2%
|
|
|
700
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$291K
|
+$249K
|
+2,064
|
New
|
|
