|
626
|
Balentine LLC
Atlanta,
Georgia
|
$259K
|
+$256K
|
+1,284
|
New
|
|
|
627
|
Ergawealth Advisors
Oak Brook,
Illinois
|
$259K
|
–
|
–
|
–
|
|
|
628
|
WCM Investment Management
Laguna Beach,
California
|
$257K
|
+$1.99K
|
+10
|
+0.8%
|
|
|
629
|
Phoenix Financial
Givatayim,
Israel
|
$257K
|
+$10.4K
|
+52
|
+4%
|
|
|
630
|
Credit Agricole
Montrouge Cedex,
France
|
$254K
|
+$251K
|
+1,261
|
New
|
|
|
631
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$254K
|
+$251K
|
+1,259
|
New
|
|
|
632
|
Univest Financial
Souderton,
Pennsylvania
|
$251K
|
–
|
–
|
–
|
|
|
633
|
Harbour Investments
Madison,
Wisconsin
|
$247K
|
+$20.3K
|
+102
|
+9%
|
|
|
634
|
E Fund Management
Guangzhou,
China
|
$246K
|
-$20.7K
|
-104
|
-8%
|
|
|
635
|
Boston Trust Walden
Boston,
Massachusetts
|
$244K
|
–
|
–
|
–
|
|
|
636
|
Perigon Wealth Management
San Francisco,
California
|
$238K
|
+$235K
|
+1,181
|
New
|
|
|
637
|
Fidelis Capital Partners
Tampa,
Florida
|
$237K
|
+$234K
|
+1,176
|
New
|
|
|
638
|
Riverview Trust Company
Vancouver,
Washington
|
$236K
|
–
|
–
|
–
|
|
|
639
|
Biltmore Family Office
Charlotte,
North Carolina
|
$235K
|
–
|
–
|
–
|
|
|
640
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$234K
|
-$72.8K
|
-365
|
-24%
|
|
|
641
|
VeraBank
Henderson,
Texas
|
$234K
|
–
|
–
|
–
|
|
|
642
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$233K
|
+$230K
|
+1,156
|
New
|
|
|
643
|
Blue Square Asset Management
New York
|
$232K
|
-$1.4K
|
-7
|
-0.6%
|
|
|
644
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$231K
|
+$228K
|
+1,146
|
New
|
|
|
645
|
PDS Planning
Dublin,
Ohio
|
$229K
|
+$226K
|
+1,136
|
New
|
|
|
646
|
Klingenstein Fields & Co
New York
|
$227K
|
–
|
–
|
–
|
|
|
647
|
Personal CFO Solutions
Chester,
New Jersey
|
$227K
|
-$148K
|
-741
|
-40%
|
|
|
648
|
Baker Avenue Asset Management
San Francisco,
California
|
$227K
|
+$2.19K
|
+11
|
+1%
|
|
|
649
|
Nadler Financial Group
Deerfield,
Illinois
|
$224K
|
+$797
|
+4
|
+0.4%
|
|
|
650
|
Diversified Trust
Memphis,
Tennessee
|
$223K
|
+$220K
|
+1,106
|
New
|
|
