|
851
|
Portside Wealth Group
Provo,
Utah
|
$351K
|
+$76.3K
|
+677
|
+28%
|
|
|
852
|
Baron Wealth Management
Troy,
Michigan
|
$351K
|
–
|
–
|
–
|
|
|
853
|
Sterling Investment Counsel
Buffalo,
New York
|
$350K
|
-$902
|
-8
|
-0.3%
|
|
|
854
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$349K
|
-$116K
|
-1,031
|
-25%
|
|
|
855
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$349K
|
+$39.7K
|
+352
|
+13%
|
|
|
856
|
L2 Asset Management
Wayland,
Massachusetts
|
$348K
|
-$24.4K
|
-216
|
-7%
|
|
|
857
|
Aristotle Capital Management
Los Angeles,
California
|
$346K
|
+$76.9K
|
+682
|
+29%
|
|
|
858
|
Strategy Asset Managers
Pasadena,
California
|
$345K
|
+$339K
|
+3,008
|
New
|
|
|
859
|
First Financial Bankshares
Abilene,
Texas
|
$345K
|
–
|
–
|
–
|
|
|
860
|
Hickory Point Bank & Trust
Decatur,
Illinois
|
$344K
|
–
|
–
|
–
|
|
|
861
|
ORG Wealth Partners
Dallas,
Texas
|
$344K
|
+$82.9K
|
+735
|
+33%
|
|
|
862
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$342K
|
-$6.88K
|
-61
|
-2%
|
|
|
863
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$340K
|
–
|
–
|
–
|
|
|
864
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$340K
|
+$333K
|
+2,958
|
New
|
|
|
865
|
Clearstead Advisors
Cleveland,
Ohio
|
$340K
|
+$315K
|
+2,795
|
+1,725%
|
|
|
866
|
Jamison Private Wealth Management
Milton,
Georgia
|
$339K
|
+$8.79K
|
+78
|
+3%
|
|
|
867
|
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
|
$337K
|
-$9.92K
|
-88
|
-3%
|
|
|
868
|
Evercore Wealth Management
New York
|
$336K
|
–
|
–
|
–
|
|
|
869
|
Flow Traders U.S.
New York
|
$333K
|
+$327K
|
+2,902
|
New
|
|
|
870
|
Successful Portfolios
Clearwater,
Florida
|
$329K
|
+$451
|
+4
|
+0.1%
|
|
|
871
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$329K
|
+$113K
|
+1,002
|
+54%
|
|
|
872
|
Baker Avenue Asset Management
San Francisco,
California
|
$328K
|
+$14.8K
|
+131
|
+5%
|
|
|
873
|
Argentarii
Cincinnati,
Ohio
|
$328K
|
+$564
|
+5
|
+0.2%
|
|
|
874
|
Biltmore Family Office
Charlotte,
North Carolina
|
$326K
|
-$8.79K
|
-78
|
-3%
|
|
|
875
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$324K
|
+$789
|
+7
|
+0.2%
|
|
