|
476
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$660K
|
-$3.03K
|
-26
|
-0.5%
|
|
|
477
|
Mission Wealth Management
Santa Barbara,
California
|
$657K
|
-$1.75K
|
-15
|
-0.3%
|
|
|
478
|
GeoWealth Management
Chicago,
Illinois
|
$656K
|
+$14.1K
|
+121
|
+2%
|
|
|
479
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$654K
|
+$14.3K
|
+123
|
+2%
|
|
|
480
|
Syon Capital
San Francisco,
California
|
$650K
|
-$187K
|
-1,602
|
-22%
|
|
|
481
|
Gateway Investment Advisers
Cincinnati,
Ohio
|
$646K
|
-$1.33M
|
-11,453
|
-68%
|
|
|
482
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$644K
|
-$8.86K
|
-76
|
-1%
|
|
|
483
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$643K
|
-$5.13K
|
-44
|
-0.8%
|
|
|
484
|
|
$640K
|
+$74K
|
+635
|
+9%
|
|
|
485
|
Summit Global Investments
Bountiful,
Utah
|
$636K
|
+$632K
|
+5,425
|
New
|
|
|
486
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$618K
|
-$5.83K
|
-50
|
-0.9%
|
|
|
487
|
Commerce Bank
Kansas City,
Missouri
|
$618K
|
+$50.2K
|
+431
|
+9%
|
|
|
488
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$598K
|
-$23.5K
|
-202
|
-4%
|
|
|
489
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$587K
|
+$84K
|
+721
|
+17%
|
|
|
490
|
Hudson Bay Capital Management
Stamford,
Connecticut
|
$586K
|
-$2.84M
|
-24,370
|
-83%
|
|
|
491
|
Shelton Capital Management
Denver,
Colorado
|
$583K
|
–
|
–
|
–
|
|
|
492
|
AssetMark Inc
Concord,
California
|
$583K
|
+$17.7K
|
+152
|
+3%
|
|
|
493
|
Jones Financial Companies
Des Peres,
Missouri
|
$583K
|
+$156K
|
+1,341
|
+37%
|
|
|
494
|
V-Square Quantitative Management
Chicago,
Illinois
|
$582K
|
–
|
–
|
–
|
|
|
495
|
Sweet Financial Partners
Fairmont,
Minnesota
|
$581K
|
–
|
–
|
–
|
|
|
496
|
First Personal Financial Services
Charlotte,
North Carolina
|
$581K
|
+$23.3K
|
+200
|
+4%
|
|
|
497
|
Vise Technologies
New York
|
$577K
|
+$157K
|
+1,346
|
+38%
|
|
|
498
|
Trust Company of the South
Greensboro,
North Carolina
|
$571K
|
–
|
–
|
–
|
|
|
499
|
Swiss Life Asset Management
Zurich,
|
$565K
|
+$562K
|
+4,821
|
New
|
|
|
500
|
Hartline Investment Corp
Winnetka,
Illinois
|
$562K
|
–
|
–
|
–
|
|
