|
326
|
SkyOak Wealth
Southfield,
Michigan
|
$270K
|
+$280K
|
+4,524
|
New
|
|
|
327
|
Northeast Investment Management
Boston,
Massachusetts
|
$267K
|
–
|
–
|
–
|
|
|
328
|
Atria Wealth Solutions
New York
|
$263K
|
-$319K
|
-5,152
|
-54%
|
|
|
329
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$253K
|
–
|
–
|
–
|
|
|
330
|
|
$253K
|
+$262K
|
+4,239
|
New
|
|
|
331
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$241K
|
-$31.3K
|
-505
|
-11%
|
|
|
332
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$234K
|
+$6.68K
|
+108
|
+3%
|
|
|
333
|
XTX Topco
George Town,
Cayman Islands
|
$232K
|
+$241K
|
+3,888
|
New
|
|
|
334
|
Accredited Investors
Edina,
Minnesota
|
$231K
|
+$433
|
+7
|
+0.2%
|
|
|
335
|
Washington Trust Bank
Spokane,
Washington
|
$229K
|
–
|
–
|
–
|
|
|
336
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$228K
|
+$236K
|
+3,819
|
New
|
|
|
337
|
APG Asset Management
Amsterdam,
Netherlands
|
$227K
|
+$235K
|
+3,800
|
New
|
|
|
338
|
M. Kraus & Co
Shelburne,
Vermont
|
$225K
|
-$15.5K
|
-250
|
-6%
|
|
|
339
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$224K
|
+$17.8K
|
+287
|
+8%
|
|
|
340
|
Stiles Financial Services
Edina,
Minnesota
|
$222K
|
+$681
|
+11
|
+0.3%
|
|
|
341
|
Troluce Capital Advisors
Dorado,
Puerto Rico
|
$222K
|
+$230K
|
+3,720
|
New
|
|
|
342
|
Sherbrooke Park Advisers
White Plains,
New York
|
$221K
|
-$701K
|
-11,326
|
-75%
|
|
|
343
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$220K
|
–
|
–
|
–
|
|
|
344
|
|
$219K
|
-$32K
|
-517
|
-12%
|
|
|
345
|
Trillium Asset Management
Boston,
Massachusetts
|
$215K
|
–
|
–
|
–
|
|
|
346
|
Quantum Private Wealth
Tampa,
Florida
|
$215K
|
–
|
–
|
–
|
|
|
347
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$214K
|
-$11.4K
|
-184
|
-5%
|
|
|
348
|
Encompass Wealth Advisors
Portland,
Oregon
|
$209K
|
–
|
–
|
–
|
|
|
349
|
Leeward Financial Partners
Bellevue,
Washington
|
$208K
|
–
|
–
|
–
|
|
|
350
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$204K
|
–
|
–
|
–
|
|
