|
626
|
Strategy Asset Managers
Pasadena,
California
|
$211K
|
–
|
–
|
–
|
|
|
627
|
Congress Asset Management
Boston,
Massachusetts
|
$210K
|
–
|
–
|
–
|
|
|
628
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$209K
|
–
|
–
|
–
|
|
|
629
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$209K
|
–
|
–
|
–
|
|
|
630
|
RFG - Bristol Wealth Advisors
Taunton,
Massachusetts
|
$209K
|
–
|
–
|
–
|
|
|
631
|
Kestra Private Wealth Services
Austin,
Texas
|
$208K
|
+$208K
|
+2,021
|
New
|
|
|
632
|
Summit Financial
Parsippany,
New Jersey
|
$206K
|
-$33.6K
|
-326
|
-14%
|
|
|
633
|
Neville Rodie & Shaw
New York
|
$206K
|
+$206K
|
+2,000
|
New
|
|
|
634
|
Geneos Wealth Management
Englewood,
Colorado
|
$205K
|
–
|
–
|
–
|
|
|
635
|
Advisor OS
Chicago,
Illinois
|
$204K
|
-$70.1K
|
-680
|
-26%
|
|
|
636
|
EP Wealth Advisors
Torrance,
California
|
$203K
|
-$10.2K
|
-99
|
-5%
|
|
|
637
|
Cannell & Spears
New York
|
$203K
|
+$204K
|
+1,977
|
New
|
|
|
638
|
|
$203K
|
+$180K
|
+1,746
|
+762%
|
|
|
639
|
Edgestream Partners
Princeton,
New Jersey
|
$202K
|
+$203K
|
+1,969
|
New
|
|
|
640
|
Sky Investment Group
Hartford,
Connecticut
|
$201K
|
+$202K
|
+1,960
|
New
|
|
|
641
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$201K
|
+$202K
|
+1,957
|
New
|
|
|
642
|
Ballentine Partners
Waltham,
Massachusetts
|
$201K
|
+$201K
|
+1,953
|
New
|
|
|
643
|
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
|
$199K
|
+$200K
|
+1,935
|
New
|
|
|
644
|
CVA Family Office
Denver,
Colorado
|
$196K
|
–
|
–
|
–
|
|
|
645
|
Westpac Banking Corp
Sydney,
Australia
|
$195K
|
+$196K
|
+1,902
|
New
|
|
|
646
|
Cascades Capital Asset Management
Greensboro,
North Carolina
|
$195K
|
–
|
–
|
–
|
|
|
647
|
|
$192K
|
+$193K
|
+1,869
|
New
|
|
|
648
|
Mather Group
Chicago,
Illinois
|
$187K
|
+$187K
|
+1,816
|
New
|
|
|
649
|
Abound Wealth Management
Franklin,
Tennessee
|
$183K
|
–
|
–
|
–
|
|
|
650
|
Creative Financial Designs
Kokomo,
Indiana
|
$179K
|
+$47.2K
|
+458
|
+36%
|
|
