|
1051
|
Whittier Trust
South Pasadena,
California
|
$525K
|
-$68.9K
|
-323
|
-12%
|
|
|
1052
|
Bank of Marin
Novato,
California
|
$525K
|
-$6.4K
|
-30
|
-1%
|
|
|
1053
|
Asahi Life Asset Management
Tokyo,
Japan
|
$525K
|
+$491K
|
+2,300
|
New
|
|
|
1054
|
Texas Capital Bancshares
Dallas,
Texas
|
$523K
|
-$30.3K
|
-142
|
-6%
|
|
|
1055
|
|
$522K
|
+$79.6K
|
+373
|
+19%
|
|
|
1056
|
Convergence Financial
Columbia,
Missouri
|
$522K
|
+$488K
|
+2,287
|
New
|
|
|
1057
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$522K
|
–
|
–
|
–
|
|
|
1058
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$520K
|
+$62.9K
|
+295
|
+15%
|
|
|
1059
|
Win Advisors
Palm Beach Gardens,
Florida
|
$520K
|
+$486K
|
+2,278
|
New
|
|
|
1060
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$518K
|
-$4.05K
|
-19
|
-0.8%
|
|
|
1061
|
9258 Wealth Management
Blue Ash,
Ohio
|
$516K
|
+$3.63K
|
+17
|
+0.8%
|
|
|
1062
|
Solstein Capital
Menlo Park,
California
|
$516K
|
–
|
–
|
–
|
|
|
1063
|
BayBridge Capital Group
Pleasanton,
California
|
$516K
|
+$11.7K
|
+55
|
+2%
|
|
|
1064
|
Sienna Gestion
Paris,
France
|
$516K
|
-$12.1M
|
-56,543
|
-96%
|
|
|
1065
|
Investment Partners Asset Management
Metuchen,
New Jersey
|
$515K
|
–
|
–
|
–
|
|
|
1066
|
Procyon Advisors
Shelton,
Connecticut
|
$514K
|
-$10.5K
|
-49
|
-2%
|
|
|
1067
|
Fermata Advisors
Sonoma,
California
|
$512K
|
+$479K
|
+2,243
|
New
|
|
|
1068
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$511K
|
+$25K
|
+117
|
+6%
|
|
|
1069
|
Athena Investment Management
Orinda,
California
|
$509K
|
–
|
–
|
–
|
|
|
1070
|
HTLF Bank
Denver,
Colorado
|
$507K
|
+$6.19K
|
+29
|
+1%
|
|
|
1071
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$507K
|
+$473K
|
+2,219
|
New
|
|
|
1072
|
Edge Capital Group
Atlanta,
Georgia
|
$504K
|
–
|
–
|
–
|
|
|
1073
|
Golden State Equity Partners
South Coast Metro,
California
|
$502K
|
+$469K
|
+2,200
|
New
|
|
|
1074
|
LSV Asset Management
Chicago,
Illinois
|
$502K
|
–
|
–
|
–
|
|
|
1075
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$502K
|
–
|
–
|
–
|
|
