|
501
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$453K
|
–
|
–
|
–
|
|
|
502
|
Checchi Capital Advisers
Beverly Hills,
California
|
$451K
|
+$45.4K
|
+319
|
+11%
|
|
|
503
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$445K
|
+$854
|
+6
|
+0.2%
|
|
|
504
|
HB Wealth Management
Atlanta,
Georgia
|
$444K
|
+$99K
|
+695
|
+30%
|
|
|
505
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$437K
|
-$214K
|
-1,500
|
-33%
|
|
|
506
|
CM Wealth Advisors
Beachwood,
Ohio
|
$437K
|
-$1.17M
|
-8,227
|
-74%
|
|
|
507
|
Moody National Bank Trust Division
Galveston,
Texas
|
$433K
|
–
|
–
|
–
|
|
|
508
|
Raymond James Trust
St. Petersburg,
Florida
|
$432K
|
-$10.4K
|
-73
|
-2%
|
|
|
509
|
Equitable Holdings
New York
|
$427K
|
-$1.57K
|
-11
|
-0.4%
|
|
|
510
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$425K
|
+$416K
|
+2,921
|
New
|
|
|
511
|
Hartford Funds Management
Wayne,
Pennsylvania
|
$423K
|
+$49.3K
|
+346
|
+14%
|
|
|
512
|
Procyon Advisors
Shelton,
Connecticut
|
$411K
|
+$402K
|
+2,827
|
New
|
|
|
513
|
Fort Point Capital Partners
San Francisco,
California
|
$406K
|
+$44.3K
|
+311
|
+13%
|
|
|
514
|
Coldstream Capital Management
Bellevue,
Washington
|
$395K
|
+$4.41K
|
+31
|
+1%
|
|
|
515
|
Empirical Finance
Havertown,
Pennsylvania
|
$393K
|
–
|
–
|
–
|
|
|
516
|
Clarius Group LLC
Seattle,
Washington
|
$387K
|
-$13.8K
|
-97
|
-4%
|
|
|
517
|
SVB Wealth
Boston,
Massachusetts
|
$385K
|
-$27.8K
|
-195
|
-7%
|
|
|
518
|
William Blair & Company
Chicago,
Illinois
|
$385K
|
-$16.1K
|
-113
|
-4%
|
|
|
519
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$380K
|
+$80.6K
|
+566
|
+28%
|
|
|
520
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$378K
|
-$8.69K
|
-61
|
-2%
|
|
|
521
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$373K
|
-$30.5K
|
-214
|
-8%
|
|
|
522
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$369K
|
+$38.2K
|
+268
|
+12%
|
|
|
523
|
Bailard
Foster City,
California
|
$368K
|
-$4.84K
|
-34
|
-1%
|
|
|
524
|
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
|
$362K
|
-$152K
|
-1,065
|
-30%
|
|
|
525
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$360K
|
-$47.4K
|
-333
|
-12%
|
|
