|
501
|
Freestone Capital Holdings
Seattle,
Washington
|
$402K
|
-$42.3K
|
-338
|
-10%
|
|
|
502
|
Westwood Holdings Group
Dallas,
Texas
|
$402K
|
–
|
–
|
–
|
|
|
503
|
Stokes Family Office
New Orleans,
Louisiana
|
$399K
|
+$31.5K
|
+252
|
+9%
|
|
|
504
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$395K
|
–
|
–
|
–
|
|
|
505
|
Financial Counselors Inc
Overland Park,
Kansas
|
$393K
|
-$647K
|
-5,178
|
-64%
|
|
|
506
|
Roundview Capital
Princeton,
New Jersey
|
$393K
|
-$63.1K
|
-505
|
-15%
|
|
|
507
|
Evergreen Capital Management
Bellevue,
Washington
|
$393K
|
+$52.1K
|
+417
|
+17%
|
|
|
508
|
West Family Investments
Carlsbad,
California
|
$392K
|
+$366K
|
+2,924
|
New
|
|
|
509
|
World Equity Group
Schaumburg,
Illinois
|
$390K
|
+$363K
|
+2,906
|
New
|
|
|
510
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$389K
|
+$77.6K
|
+621
|
+27%
|
|
|
511
|
Cullinan Associates
Louisville,
Kentucky
|
$376K
|
–
|
–
|
–
|
|
|
512
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$375K
|
+$350K
|
+2,799
|
New
|
|
|
513
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$372K
|
–
|
–
|
–
|
|
|
514
|
Bartlett & Co
Cincinnati,
Ohio
|
$372K
|
–
|
–
|
–
|
|
|
515
|
GAMCO Investors
Greenwich,
Connecticut
|
$361K
|
-$10.1K
|
-81
|
-3%
|
|
|
516
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$360K
|
–
|
–
|
–
|
|
|
517
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$360K
|
–
|
–
|
–
|
|
|
518
|
Capital World Investors
Los Angeles,
California
|
$359K
|
–
|
–
|
–
|
|
|
519
|
M. Kulyk & Associates
Decatur,
Georgia
|
$359K
|
–
|
–
|
–
|
|
|
520
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$359K
|
+$335K
|
+2,678
|
New
|
|
|
521
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$358K
|
+$334K
|
+2,670
|
New
|
|
|
522
|
SouthState Corp
Winter Haven,
Florida
|
$356K
|
–
|
–
|
–
|
|
|
523
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$353K
|
-$265K
|
-2,118
|
-45%
|
|
|
524
|
Geneos Wealth Management
Englewood,
Colorado
|
$353K
|
+$7.5K
|
+60
|
+2%
|
|
|
525
|
D.A. Davidson & Co
Great Falls,
Montana
|
$353K
|
+$56.3K
|
+450
|
+21%
|
|
