|
576
|
Montecito Bank & Trust
Santa Barbara,
California
|
$304K
|
–
|
–
|
–
|
|
|
577
|
Gateway Investment Advisers
Cincinnati,
Ohio
|
$302K
|
-$8.51K
|
-55
|
-3%
|
|
|
578
|
|
$300K
|
+$303K
|
+1,959
|
New
|
|
|
579
|
Spire Wealth Management
Mclean,
Virginia
|
$285K
|
+$284K
|
+1,839
|
New
|
|
|
580
|
Bowling Portfolio Management
Cincinnati,
Ohio
|
$284K
|
-$1.33M
|
-8,626
|
-82%
|
|
|
581
|
Veritable
Wilmington,
Delaware
|
$281K
|
-$129K
|
-836
|
-31%
|
|
|
582
|
Wealthspire Advisors (New York)
New York
|
$280K
|
+$283K
|
+1,829
|
New
|
|
|
583
|
|
$279K
|
+$86K
|
+556
|
+44%
|
|
|
584
|
William Blair & Company
Chicago,
Illinois
|
$278K
|
+$11.4K
|
+74
|
+4%
|
|
|
585
|
Country Club Trust
Kansas City,
Missouri
|
$272K
|
+$13K
|
+84
|
+5%
|
|
|
586
|
Lido Advisors
Los Angeles,
California
|
$272K
|
+$21.2K
|
+137
|
+8%
|
|
|
587
|
Principle Wealth Partners
Madison,
Connecticut
|
$271K
|
–
|
–
|
–
|
|
|
588
|
Trust Asset Management
Houston,
Texas
|
$270K
|
+$48.6K
|
+314
|
+22%
|
|
|
589
|
People's United Financial
Bridgeport,
Connecticut
|
$261K
|
-$48.7K
|
-315
|
-16%
|
|
|
590
|
Evercore Wealth Management
New York
|
$253K
|
-$56K
|
-362
|
-18%
|
|
|
591
|
Kestra Private Wealth Services
Austin,
Texas
|
$252K
|
-$15.6K
|
-101
|
-6%
|
|
|
592
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$245K
|
–
|
–
|
–
|
|
|
593
|
WealthStone
Columbus,
Ohio
|
$245K
|
+$10.4K
|
+67
|
+4%
|
|
|
594
|
GGM Wealth Advisors
Baltimore,
Maryland
|
$239K
|
–
|
–
|
–
|
|
|
595
|
Coldstream Capital Management
Bellevue,
Washington
|
$239K
|
+$15.6K
|
+101
|
+7%
|
|
|
596
|
BBVA USA Bancshares
Houston,
Texas
|
$236K
|
-$130K
|
-842
|
-35%
|
|
|
597
|
Simmons Bank
Pine Bluff,
Arkansas
|
$232K
|
-$960K
|
-6,203
|
-80%
|
|
|
598
|
SG3 Management
Dorado,
Puerto Rico
|
$229K
|
-$4.45M
|
-28,800
|
-95%
|
|
|
599
|
American Assets Investment Management
San Diego,
California
|
$229K
|
–
|
–
|
–
|
|
|
600
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$229K
|
–
|
–
|
–
|
|
