|
651
|
Rothschild Investment LLC
Chicago,
Illinois
|
$327K
|
-$18.4K
|
-515
|
-6%
|
|
|
652
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$327K
|
+$2.58K
|
+72
|
+0.9%
|
|
|
653
|
CX Institutional
Auburn,
Indiana
|
$327K
|
+$58.1K
|
+1,623
|
+24%
|
|
|
654
|
Benin Management Corp
Wilton,
Connecticut
|
$326K
|
-$11K
|
-307
|
-4%
|
|
|
655
|
Rathbones Group
Liverpool,
United Kingdom
|
$325K
|
+$36.6K
|
+1,023
|
+14%
|
|
|
656
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$324K
|
–
|
–
|
–
|
|
|
657
|
Parallel Advisors
San Francisco,
California
|
$323K
|
+$86.7K
|
+2,421
|
+42%
|
|
|
658
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$317K
|
+$18K
|
+502
|
+7%
|
|
|
659
|
Resolute Wealth Strategies
Jackson,
Mississippi
|
$315K
|
-$31.3K
|
-875
|
-10%
|
|
|
660
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$315K
|
+$302K
|
+8,434
|
New
|
|
|
661
|
Gifford Fong Associates
Lafayette,
California
|
$315K
|
–
|
–
|
–
|
|
|
662
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$315K
|
–
|
–
|
–
|
|
|
663
|
EP Wealth Advisors
Torrance,
California
|
$314K
|
+$39K
|
+1,089
|
+16%
|
|
|
664
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$313K
|
–
|
–
|
–
|
|
|
665
|
Pinnacle Associates
New York
|
$310K
|
+$25.2K
|
+703
|
+10%
|
|
|
666
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$310K
|
-$104K
|
-2,893
|
-27%
|
|
|
667
|
Angeles Wealth Management
Santa Monica,
California
|
$308K
|
+$280K
|
+7,819
|
New
|
|
|
668
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$307K
|
-$12.3K
|
-342
|
-4%
|
|
|
669
|
Lathrop Investment Management
Little Rock,
Arkansas
|
$306K
|
–
|
–
|
–
|
|
|
670
|
Everhart Financial Group
Dublin,
Ohio
|
$300K
|
+$273K
|
+7,611
|
New
|
|
|
671
|
Quantum Financial Advisors
El Segundo,
California
|
$300K
|
–
|
–
|
–
|
|
|
672
|
Welch & Forbes
Boston,
Massachusetts
|
$300K
|
–
|
–
|
–
|
|
|
673
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
$294K
|
-$1.02M
|
-28,532
|
-79%
|
|
|
674
|
SVB Wealth
Boston,
Massachusetts
|
$293K
|
-$63.4K
|
-1,771
|
-19%
|
|
|
675
|
Axxcess Wealth Management
Carlsbad,
California
|
$292K
|
–
|
–
|
–
|
|
