|
326
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.2M
|
+$13.3K
|
+119
|
+1%
|
|
|
327
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$1.2M
|
-$6.82K
|
-61
|
-0.6%
|
|
|
328
|
WealthSource Partners
San Luis Obispo,
California
|
$1.19M
|
+$4.58K
|
+41
|
+0.4%
|
|
|
329
|
Fidelity Investments
Boston,
Massachusetts
|
$1.18M
|
+$365K
|
+3,265
|
+43%
|
|
|
330
|
Canal Capital Management
Richmond,
Virginia
|
$1.18M
|
+$774K
|
+6,921
|
+178%
|
|
|
331
|
Davenport & Co
Richmond,
Virginia
|
$1.17M
|
-$116K
|
-1,038
|
-9%
|
|
|
332
|
Anfield Capital Management
Irvine,
California
|
$1.17M
|
-$354K
|
-3,168
|
-23%
|
|
|
333
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$1.14M
|
–
|
–
|
–
|
|
|
334
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.14M
|
+$220K
|
+1,965
|
+23%
|
|
|
335
|
Soltis Investment Advisors
St. George,
Utah
|
$1.13M
|
-$188K
|
-1,678
|
-14%
|
|
|
336
|
Avior Wealth Management
Omaha,
Nebraska
|
$1.11M
|
-$68.3K
|
-611
|
-6%
|
|
|
337
|
Western Financial Corp
San Diego,
California
|
$1.11M
|
-$1.9K
|
-17
|
-0.2%
|
|
|
338
|
CKW Financial Group
Honolulu,
Hawaii
|
$1.09M
|
+$25.6K
|
+229
|
+2%
|
|
|
339
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$1.07M
|
-$106K
|
-949
|
-9%
|
|
|
340
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$1.07M
|
+$576K
|
+5,155
|
+111%
|
|
|
341
|
Tokio Marine Asset Management
Tokyo,
Japan
|
$1.07M
|
–
|
–
|
–
|
|
|
342
|
Stephens Inc
Little Rock,
Arkansas
|
$1.06M
|
+$840K
|
+7,511
|
+332%
|
|
|
343
|
Sunesis Advisors
Overland Park,
Kansas
|
$1.06M
|
–
|
–
|
–
|
|
|
344
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$1.05M
|
+$195K
|
+1,742
|
+22%
|
|
|
345
|
TrueWealth Advisors
Birmingham,
Alabama
|
$1.05M
|
-$807K
|
-7,222
|
-43%
|
|
|
346
|
SteelPeak Wealth
Woodland Hills,
California
|
$1.05M
|
-$20.3K
|
-182
|
-2%
|
|
|
347
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$1.05M
|
+$842K
|
+7,535
|
+360%
|
|
|
348
|
Montecito Bank & Trust
Santa Barbara,
California
|
$1.05M
|
-$338K
|
-3,023
|
-24%
|
|
|
349
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.04M
|
+$671
|
+6
|
+0.1%
|
|
|
350
|
Slow Capital
Greenbrae,
California
|
$1.04M
|
+$8.72K
|
+78
|
+0.8%
|
|
