|
626
|
Ballentine Partners
Waltham,
Massachusetts
|
$500K
|
+$615
|
+2
|
+0.1%
|
|
|
627
|
|
$499K
|
+$5.53K
|
+18
|
+1%
|
|
|
628
|
Estabrook Capital Management
New York
|
$498K
|
–
|
–
|
–
|
|
|
629
|
Gabelli Funds
Rye,
New York
|
$498K
|
–
|
–
|
–
|
|
|
630
|
Belpointe Asset Management
Reno,
Nevada
|
$494K
|
-$154K
|
-501
|
-25%
|
|
|
631
|
InceptionR
Lafayette,
California
|
$493K
|
+$456K
|
+1,485
|
New
|
|
|
632
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$492K
|
+$922
|
+3
|
+0.2%
|
|
|
633
|
Eagle Global Advisors
Houston,
Texas
|
$492K
|
–
|
–
|
–
|
|
|
634
|
EP Wealth Advisors
Torrance,
California
|
$491K
|
–
|
–
|
–
|
|
|
635
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$488K
|
+$248K
|
+806
|
+121%
|
|
|
636
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$485K
|
+$38.4K
|
+125
|
+9%
|
|
|
637
|
Cambridge Trust
Cambridge,
Massachusetts
|
$483K
|
-$60.9K
|
-198
|
-12%
|
|
|
638
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
$482K
|
–
|
–
|
–
|
|
|
639
|
Forum Financial Management
Lombard,
Illinois
|
$480K
|
-$6.76K
|
-22
|
-1%
|
|
|
640
|
Bank OZK
Little Rock,
Arkansas
|
$479K
|
+$443K
|
+1,442
|
New
|
|
|
641
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$478K
|
+$124K
|
+403
|
+39%
|
|
|
642
|
FDx Advisors
Chicago,
Illinois
|
$472K
|
+$81.8K
|
+266
|
+23%
|
|
|
643
|
Horizon Investments
Charlotte,
North Carolina
|
$470K
|
+$26.4K
|
+86
|
+6%
|
|
|
644
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$469K
|
-$15.4K
|
-50
|
-3%
|
|
|
645
|
Hancock Whitney
Gulfport,
Mississippi
|
$468K
|
-$5.22K
|
-17
|
-1%
|
|
|
646
|
Lyell Wealth Management
Menlo Park,
California
|
$466K
|
-$12.6K
|
-41
|
-3%
|
|
|
647
|
Sherbrooke Park Advisers
White Plains,
New York
|
$465K
|
+$430K
|
+1,400
|
New
|
|
|
648
|
United Capital Financial Advisors
Irving,
Texas
|
$459K
|
-$1.19M
|
-3,878
|
-74%
|
|
|
649
|
Clearstead Advisors
Cleveland,
Ohio
|
$459K
|
-$34.1K
|
-111
|
-7%
|
|
|
650
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$459K
|
-$84.5K
|
-275
|
-17%
|
|
