|
526
|
Allen Investment Management
New York
|
$828K
|
–
|
–
|
–
|
|
|
527
|
Csenge Advisory Group
Clearwater,
Florida
|
$825K
|
+$98.1K
|
+619
|
+14%
|
|
|
528
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$824K
|
-$66.5K
|
-420
|
-8%
|
|
|
529
|
Argent Trust Co
Nashville,
Tennessee
|
$822K
|
+$2.38K
|
+15
|
+0.3%
|
|
|
530
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$821K
|
-$69.9K
|
-441
|
-8%
|
|
|
531
|
Carlson Capital Management
Northfield,
Minnesota
|
$819K
|
-$1.27K
|
-8
|
-0.2%
|
|
|
532
|
SignatureFD
Atlanta,
Georgia
|
$819K
|
+$28K
|
+177
|
+4%
|
|
|
533
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$814K
|
+$76.2K
|
+481
|
+11%
|
|
|
534
|
Asset Dedication LLC
San Francisco,
California
|
$813K
|
+$761K
|
+4,800
|
+2,567%
|
|
|
535
|
BSW Wealth Partners
Boulder,
Colorado
|
$807K
|
+$154K
|
+972
|
+25%
|
|
|
536
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$804K
|
-$3.73M
|
-23,542
|
-83%
|
|
|
537
|
Carret Asset Management
New York
|
$799K
|
-$15.8K
|
-100
|
-2%
|
|
|
538
|
Strategic Blueprint
Atlanta,
Georgia
|
$799K
|
-$6.34K
|
-40
|
-0.8%
|
|
|
539
|
Cooper Investors
Melbourne, Victoria,
Australia
|
$799K
|
+$91K
|
+574
|
+14%
|
|
|
540
|
Harbour Investment Management
Edmonds,
Washington
|
$798K
|
-$20.6K
|
-130
|
-3%
|
|
|
541
|
Belpointe Asset Management
Reno,
Nevada
|
$789K
|
+$92.4K
|
+583
|
+14%
|
|
|
542
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$785K
|
+$22.3K
|
+141
|
+3%
|
|
|
543
|
Long Run Wealth Advisors
Lake Placid,
New York
|
$782K
|
–
|
–
|
–
|
|
|
544
|
VeraBank
Henderson,
Texas
|
$768K
|
-$55.5K
|
-350
|
-7%
|
|
|
545
|
SouthState Corp
Winter Haven,
Florida
|
$764K
|
+$11.9K
|
+75
|
+2%
|
|
|
546
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$762K
|
+$29.6K
|
+187
|
+4%
|
|
|
547
|
SVB Wealth
Boston,
Massachusetts
|
$762K
|
+$46.7K
|
+295
|
+7%
|
|
|
548
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$755K
|
–
|
–
|
–
|
|
|
549
|
Evercore Wealth Management
New York
|
$755K
|
+$7.92K
|
+50
|
+1%
|
|
|
550
|
IndexIQ Advisors
New York
|
$755K
|
+$11.6K
|
+73
|
+2%
|
|
