|
526
|
Continuum Advisory
Eagle,
Idaho
|
$1.24M
|
–
|
–
|
–
|
|
|
527
|
Vista Capital Partners
Portland,
Oregon
|
$1.06M
|
+$6.19M
|
+20
|
+0.4%
|
|
|
528
|
OneAscent Financial Services
Birmingham,
Alabama
|
$999K
|
+$928K
|
+3
|
New
|
|
|
529
|
Means Investment Company
Bangor,
Maine
|
$980K
|
–
|
–
|
–
|
|
|
530
|
Roundview Capital
Princeton,
New Jersey
|
$955K
|
–
|
–
|
–
|
|
|
531
|
Nomura Asset Management
Tokyo,
Japan
|
$936K
|
-$309K
|
-1
|
-25%
|
|
|
532
|
Tiedemann Advisors
New York
|
$936K
|
-$309K
|
-1
|
-25%
|
|
|
533
|
BTC Capital Management
Des Moines,
Iowa
|
$936K
|
–
|
–
|
–
|
|
|
534
|
Cadence Bank
Tupelo,
Mississippi
|
$936K
|
–
|
–
|
–
|
|
|
535
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$936K
|
+$309K
|
+1
|
+50%
|
|
|
536
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$935K
|
+$92.8M
|
+300
|
New
|
|
|
537
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$935K
|
-$2.17M
|
-7
|
-70%
|
|
|
538
|
Evolution Wealth Advisors
Aventura,
Florida
|
$935K
|
-$1.86M
|
-6
|
-67%
|
|
|
539
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$935K
|
-$928K
|
-3
|
-50%
|
|
|
540
|
AlphaSimPlex Group
Boston,
Massachusetts
|
$935K
|
-$619K
|
-2
|
-40%
|
|
|
541
|
Alesco Advisors
Pittsford,
New York
|
$935K
|
-$309K
|
-1
|
-25%
|
|
|
542
|
Chelsea Counsel Company
Los Angeles,
California
|
$935K
|
-$309K
|
-1
|
-25%
|
|
|
543
|
CRA Financial Services
Northfield,
New Jersey
|
$935K
|
-$309K
|
-1
|
-25%
|
|
|
544
|
AllianceBernstein
Nashville,
Tennessee
|
$935K
|
–
|
–
|
–
|
|
|
545
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$935K
|
–
|
–
|
–
|
|
|
546
|
Beach Investment Counsel
West Conshohocken,
Pennsylvania
|
$935K
|
–
|
–
|
–
|
|
|
547
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$935K
|
–
|
–
|
–
|
|
|
548
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$935K
|
–
|
–
|
–
|
|
|
549
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$935K
|
–
|
–
|
–
|
|
|
550
|
Boston Family Office
Boston,
Massachusetts
|
$935K
|
–
|
–
|
–
|
|
