|
501
|
Auxier Asset Management
Aurora,
Oregon
|
$316K
|
–
|
–
|
–
|
|
|
502
|
Continuum Advisory
Eagle,
Idaho
|
$316K
|
+$350K
|
+9,700
|
New
|
|
|
503
|
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
$314K
|
-$188K
|
-5,204
|
-37%
|
|
|
504
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$311K
|
–
|
–
|
–
|
|
|
505
|
Summit X LLC
Chesterfield,
Missouri
|
$311K
|
+$2.88K
|
+80
|
+0.9%
|
|
|
506
|
|
$310K
|
-$828K
|
-22,980
|
-72%
|
|
|
507
|
SVB Wealth
Boston,
Massachusetts
|
$309K
|
+$5.12K
|
+142
|
+2%
|
|
|
508
|
IFP Advisors
Tampa,
Florida
|
$309K
|
+$291K
|
+8,083
|
+180%
|
|
|
509
|
Old National Bancorp
Evansville,
Indiana
|
$308K
|
-$421K
|
-11,674
|
-57%
|
|
|
510
|
Diversified Trust
Memphis,
Tennessee
|
$308K
|
+$116K
|
+3,219
|
+59%
|
|
|
511
|
Advisory Services Network
Atlanta,
Georgia
|
$307K
|
+$99.9K
|
+2,771
|
+47%
|
|
|
512
|
Pathstone Family Office
Englewood,
New Jersey
|
$302K
|
-$10.2K
|
-282
|
-3%
|
|
|
513
|
Montag & Associates
Atlanta,
Georgia
|
$301K
|
–
|
–
|
–
|
|
|
514
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$297K
|
+$99.1K
|
+2,750
|
+49%
|
|
|
515
|
Watershed Asset Management
San Francisco,
California
|
$296K
|
+$300K
|
+8,336
|
New
|
|
|
516
|
J.W. Coons Advisors
Columbus,
Ohio
|
$293K
|
+$2.52K
|
+70
|
+0.9%
|
|
|
517
|
BSW Wealth Partners
Boulder,
Colorado
|
$292K
|
-$58.2K
|
-1,614
|
-16%
|
|
|
518
|
Prairiewood Capital
Fargo,
North Dakota
|
$289K
|
-$30.1K
|
-836
|
-9%
|
|
|
519
|
Parametrica Management
Wanchai,
Hong Kong
|
$285K
|
+$290K
|
+8,042
|
New
|
|
|
520
|
Wealthspire Advisors (New York)
New York
|
$283K
|
-$467K
|
-12,949
|
-62%
|
|
|
521
|
|
$281K
|
+$11.7K
|
+324
|
+4%
|
|
|
522
|
Great Lakes Advisors
Chicago,
Illinois
|
$281K
|
+$286K
|
+7,923
|
New
|
|
|
523
|
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
|
$277K
|
+$38.7K
|
+1,073
|
+16%
|
|
|
524
|
Edgestream Partners
Princeton,
New Jersey
|
$275K
|
-$2.53M
|
-70,252
|
-90%
|
|
|
525
|
Evercore Wealth Management
New York
|
$275K
|
+$280K
|
+7,760
|
New
|
|
