|
301
|
Clearstead Advisors
Cleveland,
Ohio
|
$541K
|
+$24.1K
|
+300
|
+5%
|
|
|
302
|
Jamison Private Wealth Management
Milton,
Georgia
|
$539K
|
-$1.04M
|
-12,927
|
-68%
|
|
|
303
|
Hancock Whitney
Gulfport,
Mississippi
|
$526K
|
-$402
|
-5
|
-0.1%
|
|
|
304
|
Swiss Life Asset Management
Zurich,
|
$520K
|
-$4.67K
|
-58
|
-1%
|
|
|
305
|
Y-Intercept (HK)
Hong Kong
|
$519K
|
-$5.17M
|
-64,191
|
-91%
|
|
|
306
|
KeyBank National Association
Cleveland,
Ohio
|
$517K
|
+$26.9K
|
+334
|
+6%
|
|
|
307
|
Abacus Wealth Partners
Santa Monica,
California
|
$509K
|
+$472K
|
+5,861
|
New
|
|
|
308
|
Eagle Global Advisors
Houston,
Texas
|
$507K
|
–
|
–
|
–
|
|
|
309
|
FORA Capital
Miami,
Florida
|
$502K
|
-$21.6K
|
-268
|
-4%
|
|
|
310
|
Operose Advisors
Milwaukee,
Wisconsin
|
$498K
|
–
|
–
|
–
|
|
|
311
|
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
$496K
|
-$4.62M
|
-57,400
|
-91%
|
|
|
312
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$488K
|
–
|
–
|
–
|
|
|
313
|
Atria Investments
Charlotte,
North Carolina
|
$481K
|
-$38.8K
|
-482
|
-8%
|
|
|
314
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$477K
|
+$64.4K
|
+800
|
+17%
|
|
|
315
|
Fiduciary Trust
Boston,
Massachusetts
|
$475K
|
-$22.5K
|
-280
|
-5%
|
|
|
316
|
Rexford Capital
Bellaire,
Texas
|
$472K
|
+$16.1K
|
+200
|
+4%
|
|
|
317
|
Mercer Global Advisors
Denver,
Colorado
|
$470K
|
-$333K
|
-4,143
|
-43%
|
|
|
318
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$468K
|
–
|
–
|
–
|
|
|
319
|
Evergreen Capital Management
Bellevue,
Washington
|
$468K
|
+$431K
|
+5,351
|
New
|
|
|
320
|
Columbia Asset Management
Ann Arbor,
Michigan
|
$463K
|
-$54.3K
|
-675
|
-11%
|
|
|
321
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$462K
|
–
|
–
|
–
|
|
|
322
|
|
$460K
|
+$178K
|
+2,217
|
+72%
|
|
|
323
|
NBC Securities
Birmingham,
Alabama
|
$458K
|
-$24.1K
|
-300
|
-5%
|
|
|
324
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$449K
|
–
|
–
|
–
|
|
|
325
|
|
$449K
|
-$3.62K
|
-45
|
-0.9%
|
|
