|
351
|
Belpointe Asset Management
Reno,
Nevada
|
$3M
|
-$389K
|
-6,477
|
-11%
|
|
|
352
|
Watershed Private Wealth
Oak Brook,
Illinois
|
$3M
|
+$3.08M
|
+51,276
|
New
|
|
|
353
|
Mission Wealth Management
Santa Barbara,
California
|
$2.99M
|
-$433K
|
-7,209
|
-12%
|
|
|
354
|
Investment Advisory Group
Hanover,
Massachusetts
|
$2.98M
|
+$19.2K
|
+319
|
+0.6%
|
|
|
355
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$2.95M
|
+$181K
|
+3,018
|
+6%
|
|
|
356
|
BTC Capital Management
Des Moines,
Iowa
|
$2.93M
|
–
|
–
|
–
|
|
|
357
|
Oxford Financial Group
Carmel,
Indiana
|
$2.92M
|
-$740K
|
-12,330
|
-20%
|
|
|
358
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$2.9M
|
+$593K
|
+9,878
|
+25%
|
|
|
359
|
HSBC Holdings
London,
United Kingdom
|
$2.87M
|
+$2.95M
|
+49,100
|
New
|
|
|
360
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$2.86M
|
+$14.1K
|
+235
|
+0.5%
|
|
|
361
|
Objective Capital Management
Pepper Pike,
Ohio
|
$2.84M
|
+$17.3K
|
+288
|
+0.6%
|
|
|
362
|
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
|
$2.83M
|
-$318K
|
-5,295
|
-10%
|
|
|
363
|
Merit Financial Group
Alpharetta,
Georgia
|
$2.82M
|
-$313K
|
-5,219
|
-10%
|
|
|
364
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$2.81M
|
+$553K
|
+9,214
|
+24%
|
|
|
365
|
Independent Financial Group
San Diego,
California
|
$2.78M
|
+$175K
|
+2,911
|
+7%
|
|
|
366
|
Evercore Wealth Management
New York
|
$2.72M
|
–
|
–
|
–
|
|
|
367
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$2.71M
|
+$35.5K
|
+592
|
+1%
|
|
|
368
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.71M
|
-$1.57M
|
-26,064
|
-36%
|
|
|
369
|
Atlas Brown
Louisville,
Kentucky
|
$2.68M
|
-$106K
|
-1,772
|
-4%
|
|
|
370
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.68M
|
-$1.3M
|
-21,732
|
-32%
|
|
|
371
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$2.65M
|
-$102K
|
-1,695
|
-4%
|
|
|
372
|
American International Group
New York
|
$2.65M
|
-$2.32M
|
-38,700
|
-46%
|
|
|
373
|
Cambridge Trust
Cambridge,
Massachusetts
|
$2.64M
|
-$94.9K
|
-1,581
|
-3%
|
|
|
374
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$2.58M
|
-$8.26M
|
-137,525
|
-76%
|
|
|
375
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$2.57M
|
+$280K
|
+4,670
|
+12%
|
|
