|
626
|
Oppenheimer Asset Management
New York
|
$3.87M
|
+$315K
|
+813
|
+10%
|
|
|
627
|
Pacifica Capital Investments
Leander,
Texas
|
$3.85M
|
–
|
–
|
–
|
|
|
628
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$3.84M
|
-$4.11M
|
-10,599
|
-54%
|
|
|
629
|
Clearstead Advisors
Cleveland,
Ohio
|
$3.84M
|
+$113K
|
+290
|
+4%
|
|
|
630
|
Liberty One Investment Management
Libertyville,
Illinois
|
$3.83M
|
+$189K
|
+487
|
+6%
|
|
|
631
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$3.83M
|
-$1.94K
|
-5
|
-0.1%
|
|
|
632
|
Joel Isaacson & Co
New York
|
$3.82M
|
+$3.1K
|
+8
|
+0.1%
|
|
|
633
|
Profund Advisors
Bethesda,
Maryland
|
$3.82M
|
-$122K
|
-314
|
-3%
|
|
|
634
|
Campbell Capital Management
Miami,
Florida
|
$3.81M
|
+$3.54M
|
+9,131
|
New
|
|
|
635
|
SVB Wealth
Boston,
Massachusetts
|
$3.77M
|
+$2.33K
|
+6
|
+0.1%
|
|
|
636
|
Legato Capital Management
San Francisco,
California
|
$3.75M
|
–
|
–
|
–
|
|
|
637
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$3.75M
|
-$1.09M
|
-2,806
|
-24%
|
|
|
638
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$3.71M
|
+$432K
|
+1,112
|
+14%
|
|
|
639
|
Shayne & Jacobs LLC
Nashville,
Tennessee
|
$3.68M
|
-$42.7K
|
-110
|
-1%
|
|
|
640
|
Rakuten Investment Management
Tokyo,
Japan
|
$3.66M
|
+$3.09M
|
+7,960
|
+984%
|
|
|
641
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$3.66M
|
+$20.6K
|
+53
|
+0.6%
|
|
|
642
|
Hennessy Advisors Inc
Novato,
California
|
$3.65M
|
-$116K
|
-300
|
-3%
|
|
|
643
|
South Dakota Investment Council
Sioux Falls,
South Dakota
|
$3.62M
|
-$381K
|
-981
|
-10%
|
|
|
644
|
Diversified Trust
Memphis,
Tennessee
|
$3.61M
|
+$146K
|
+377
|
+5%
|
|
|
645
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$3.61M
|
–
|
–
|
–
|
|
|
646
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.6M
|
+$321K
|
+826
|
+11%
|
|
|
647
|
Williams Jones Wealth Management
New York
|
$3.59M
|
+$496K
|
+1,279
|
+17%
|
|
|
648
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$3.52M
|
+$109K
|
+280
|
+3%
|
|
|
649
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$3.51M
|
+$1.16K
|
+3
|
+0%
|
|
|
650
|
Merit Financial Group
Alpharetta,
Georgia
|
$3.48M
|
+$868K
|
+2,238
|
+39%
|
|
