|
526
|
Aspiriant LLC
Los Angeles,
California
|
$759K
|
+$685
|
+9
|
+0.1%
|
|
|
527
|
Waverly Advisors
Birmingham,
Alabama
|
$759K
|
+$20.5K
|
+270
|
+3%
|
|
|
528
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$756K
|
–
|
–
|
–
|
|
|
529
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$755K
|
-$7.68K
|
-101
|
-0.9%
|
|
|
530
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$754K
|
+$817K
|
+10,739
|
New
|
|
|
531
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$748K
|
+$256K
|
+3,367
|
+46%
|
|
|
532
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$742K
|
+$153K
|
+2,015
|
+24%
|
|
|
533
|
Sustainable Insight Capital Management
New York
|
$739K
|
+$336K
|
+4,422
|
+72%
|
|
|
534
|
Transatlantique Private Wealth
New York
|
$738K
|
+$32.8K
|
+431
|
+4%
|
|
|
535
|
IHT Wealth Management
Chicago,
Illinois
|
$737K
|
-$155K
|
-2,041
|
-16%
|
|
|
536
|
Coldstream Capital Management
Bellevue,
Washington
|
$728K
|
-$14.5K
|
-190
|
-2%
|
|
|
537
|
Transcend Capital Advisors
Madison,
New Jersey
|
$726K
|
+$15K
|
+197
|
+2%
|
|
|
538
|
Private Advisor Group
Morristown,
New Jersey
|
$723K
|
-$21.6K
|
-284
|
-3%
|
|
|
539
|
Headlands Technologies
Chicago,
Illinois
|
$721K
|
+$782K
|
+10,275
|
New
|
|
|
540
|
VeraBank
Henderson,
Texas
|
$718K
|
-$10.4K
|
-137
|
-1%
|
|
|
541
|
Corient IA
Miami,
Florida
|
$718K
|
+$778K
|
+10,228
|
New
|
|
|
542
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$718K
|
-$76
|
-1
|
-0%
|
|
|
543
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$699K
|
-$94K
|
-1,236
|
-11%
|
|
|
544
|
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
|
$697K
|
-$164K
|
-2,150
|
-18%
|
|
|
545
|
ArrowMark Colorado Holdings
Denver,
Colorado
|
$695K
|
-$65.8K
|
-865
|
-8%
|
|
|
546
|
Novem Group
Rochester,
New York
|
$688K
|
-$17.2K
|
-226
|
-2%
|
|
|
547
|
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
|
$686K
|
+$743K
|
+9,767
|
New
|
|
|
548
|
Dover Advisors
Richmond,
Virginia
|
$680K
|
+$16.6K
|
+218
|
+2%
|
|
|
549
|
Caprock Group
Boise,
Idaho
|
$671K
|
-$1.6K
|
-21
|
-0.2%
|
|
|
550
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$670K
|
+$45.6K
|
+600
|
+7%
|
|
