|
526
|
Biltmore Family Office
Charlotte,
North Carolina
|
$220K
|
+$204K
|
+1,543
|
New
|
|
|
527
|
ClearArc Capital
Cincinnati,
Ohio
|
$219K
|
-$88.5K
|
-669
|
-30%
|
|
|
528
|
Brown Advisory Securities
Baltimore,
Maryland
|
$216K
|
+$200K
|
+1,515
|
New
|
|
|
529
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$213K
|
–
|
–
|
–
|
|
|
530
|
IHT Wealth Management
Chicago,
Illinois
|
$212K
|
+$196K
|
+1,484
|
New
|
|
|
531
|
SteelPeak Wealth
Woodland Hills,
California
|
$212K
|
+$197K
|
+1,486
|
New
|
|
|
532
|
One Wealth Advisors
San Francisco,
California
|
$211K
|
-$225K
|
-1,702
|
-54%
|
|
|
533
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$209K
|
-$23.3K
|
-176
|
-11%
|
|
|
534
|
Aureus Asset Management
Boston,
Massachusetts
|
$209K
|
+$193K
|
+1,461
|
New
|
|
|
535
|
Snowden Capital Advisors
New York
|
$207K
|
+$192K
|
+1,451
|
New
|
|
|
536
|
DSC Advisors
Chicago,
Illinois
|
$207K
|
+$191K
|
+1,447
|
New
|
|
|
537
|
Suncoast Equity Management
Tampa,
Florida
|
$206K
|
+$191K
|
+1,440
|
New
|
|
|
538
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$203K
|
+$188K
|
+1,418
|
New
|
|
|
539
|
Tocqueville Asset Management
New York
|
$202K
|
-$81.9K
|
-619
|
-30%
|
|
|
540
|
Caldwell Trust
Venice,
Florida
|
$188K
|
+$174K
|
+1,316
|
New
|
|
|
541
|
Kore Private Wealth
New York
|
$184K
|
+$171K
|
+1,290
|
New
|
|
|
542
|
Rockefeller Capital Management
New York
|
$172K
|
+$15.9K
|
+120
|
+11%
|
|
|
543
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$170K
|
+$157K
|
+1,186
|
New
|
|
|
544
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$164K
|
+$115K
|
+867
|
+307%
|
|
|
545
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$160K
|
+$148K
|
+1,121
|
New
|
|
|
546
|
Riverview Trust Company
Vancouver,
Washington
|
$156K
|
–
|
–
|
–
|
|
|
547
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$148K
|
–
|
–
|
–
|
|
|
548
|
Livforsakringsbolaget Skandia
Stockholm,
Sweden
|
$143K
|
-$132K
|
-1,000
|
-50%
|
|
|
549
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$143K
|
-$19.8K
|
-150
|
-13%
|
|
|
550
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$143K
|
–
|
–
|
–
|
|
