|
951
|
CX Institutional
Auburn,
Indiana
|
$514K
|
-$12.3K
|
-362
|
-2%
|
|
|
952
|
OneAscent Family Office
Birmingham,
Alabama
|
$510K
|
+$527K
|
+15,436
|
New
|
|
|
953
|
Veery Capital
Wilmington,
Delaware
|
$505K
|
-$5.05K
|
-148
|
-1%
|
|
|
954
|
MJP Associates
Farmington,
Connecticut
|
$504K
|
+$25K
|
+732
|
+5%
|
|
|
955
|
Great Lakes Advisors
Chicago,
Illinois
|
$504K
|
+$33.6K
|
+984
|
+7%
|
|
|
956
|
SYM Financial Corp
Winona Lake,
Indiana
|
$503K
|
+$523K
|
+15,330
|
New
|
|
|
957
|
Institute for Wealth Management
Denver,
Colorado
|
$502K
|
+$159K
|
+4,664
|
+44%
|
|
|
958
|
AE Wealth Management
Topeka,
Kansas
|
$500K
|
-$314K
|
-9,200
|
-38%
|
|
|
959
|
Krane Funds Advisors
New York
|
$497K
|
+$25.3K
|
+742
|
+5%
|
|
|
960
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$494K
|
+$29.4K
|
+862
|
+6%
|
|
|
961
|
Cypress Asset Management
Houston,
Texas
|
$490K
|
+$510K
|
+14,938
|
New
|
|
|
962
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$489K
|
-$122K
|
-3,572
|
-19%
|
|
|
963
|
Iconiq Capital
San Francisco,
California
|
$487K
|
-$138K
|
-4,058
|
-21%
|
|
|
964
|
ORG Partners
Roanoke,
Indiana
|
$487K
|
+$4.37K
|
+128
|
+0.9%
|
|
|
965
|
WBH Advisory
Baltimore,
Maryland
|
$487K
|
-$81.9K
|
-2,402
|
-14%
|
|
|
966
|
Transform Wealth
Greenwood Village,
Colorado
|
$486K
|
-$29.6K
|
-868
|
-6%
|
|
|
967
|
Drive Wealth Management
Lehi,
Utah
|
$486K
|
-$15.8K
|
-462
|
-3%
|
|
|
968
|
|
$479K
|
-$49.5K
|
-1,450
|
-9%
|
|
|
969
|
International Assets Investment Management
Orlando,
Florida
|
$476K
|
+$495K
|
+14,516
|
New
|
|
|
970
|
Edgestream Partners
Princeton,
New Jersey
|
$476K
|
-$382K
|
-11,200
|
-44%
|
|
|
971
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$471K
|
+$8.32K
|
+244
|
+2%
|
|
|
972
|
Portside Wealth Group
Provo,
Utah
|
$469K
|
+$23.1K
|
+676
|
+5%
|
|
|
973
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$469K
|
-$30K
|
-878
|
-6%
|
|
|
974
|
NBC Securities
Birmingham,
Alabama
|
$465K
|
+$484K
|
+14,178
|
+101,271%
|
|
|
975
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$462K
|
+$22.3K
|
+654
|
+5%
|
|
