|
701
|
International Assets Investment Management
Orlando,
Florida
|
$428K
|
-$102K
|
-672
|
-19%
|
|
|
702
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$428K
|
–
|
–
|
–
|
|
|
703
|
|
$426K
|
–
|
–
|
–
|
|
|
704
|
Williams Jones Wealth Management
New York
|
$426K
|
+$133K
|
+878
|
+44%
|
|
|
705
|
Tiemann Investment Advisors
Menlo Park,
California
|
$419K
|
–
|
–
|
–
|
|
|
706
|
Citadel Advisors
Miami,
Florida
|
$417K
|
-$9.28M
|
-61,406
|
-96%
|
|
|
707
|
M Holdings Securities
Portland,
Oregon
|
$417K
|
–
|
–
|
–
|
|
|
708
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$416K
|
+$366K
|
+2,424
|
New
|
|
|
709
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$415K
|
-$4.83K
|
-32
|
-1%
|
|
|
710
|
C2C Wealth Management
Scottsdale,
Arizona
|
$415K
|
–
|
–
|
–
|
|
|
711
|
Great Diamond Partners
Portland,
Maine
|
$413K
|
+$3.17K
|
+21
|
+0.8%
|
|
|
712
|
SRB Corp
Boston,
Massachusetts
|
$412K
|
-$1.36M
|
-8,993
|
-76%
|
|
|
713
|
Insight Folios
Charlotte,
North Carolina
|
$411K
|
-$1.21K
|
-8
|
-0.3%
|
|
|
714
|
Evercore Wealth Management
New York
|
$409K
|
-$19.6K
|
-130
|
-5%
|
|
|
715
|
Mather Group
Chicago,
Illinois
|
$407K
|
+$17.4K
|
+115
|
+4%
|
|
|
716
|
TCTC Holdings
Dallas,
Texas
|
$403K
|
–
|
–
|
–
|
|
|
717
|
Focus Financial Network
Minneapolis,
Minnesota
|
$402K
|
-$22.1K
|
-146
|
-5%
|
|
|
718
|
Clean Yield Group
Norwich,
Vermont
|
$396K
|
–
|
–
|
–
|
|
|
719
|
Globeflex Capital
San Diego,
California
|
$394K
|
–
|
–
|
–
|
|
|
720
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$392K
|
-$15.1K
|
-100
|
-4%
|
|
|
721
|
Bartlett & Co
Cincinnati,
Ohio
|
$392K
|
-$15.1K
|
-100
|
-4%
|
|
|
722
|
Belpointe Asset Management
Reno,
Nevada
|
$389K
|
+$31K
|
+205
|
+9%
|
|
|
723
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$385K
|
+$43K
|
+285
|
+12%
|
|
|
724
|
CX Institutional
Auburn,
Indiana
|
$384K
|
+$25.5K
|
+169
|
+7%
|
|
|
725
|
Caprock Group
Boise,
Idaho
|
$383K
|
-$321K
|
-2,124
|
-46%
|
|
