|
576
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$236K
|
–
|
–
|
–
|
|
|
577
|
Aureus Asset Management
Boston,
Massachusetts
|
$235K
|
–
|
–
|
–
|
|
|
578
|
Cerity Partners OCIO
New York
|
$231K
|
–
|
–
|
–
|
|
|
579
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$229K
|
–
|
–
|
–
|
|
|
580
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$224K
|
+$241K
|
+1,612
|
New
|
|
|
581
|
Homrich & Berg
Atlanta,
Georgia
|
$223K
|
+$299
|
+2
|
+0.1%
|
|
|
582
|
Diversified Trust
Memphis,
Tennessee
|
$222K
|
–
|
–
|
–
|
|
|
583
|
1ST Source Bank
South Bend,
Indiana
|
$222K
|
+$239K
|
+1,599
|
New
|
|
|
584
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$220K
|
-$10.6K
|
-71
|
-4%
|
|
|
585
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$220K
|
–
|
–
|
–
|
|
|
586
|
Aveo Capital Partners
Englewood,
Colorado
|
$219K
|
–
|
–
|
–
|
|
|
587
|
Zhang Financial
Portage,
Michigan
|
$218K
|
+$235K
|
+1,571
|
New
|
|
|
588
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$216K
|
-$150
|
-1
|
-0.1%
|
|
|
589
|
Baker Avenue Asset Management
San Francisco,
California
|
$214K
|
-$124K
|
-831
|
-35%
|
|
|
590
|
Holt Capital Partners
Fort Worth,
Texas
|
$213K
|
–
|
–
|
–
|
|
|
591
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$211K
|
–
|
–
|
–
|
|
|
592
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$210K
|
+$20.9K
|
+140
|
+10%
|
|
|
593
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$209K
|
+$1.95K
|
+13
|
+0.9%
|
|
|
594
|
Crestone Asset Management
Boulder,
Colorado
|
$202K
|
+$218K
|
+1,454
|
New
|
|
|
595
|
Zacks Investment Management
Chicago,
Illinois
|
$202K
|
+$218K
|
+1,457
|
New
|
|
|
596
|
Nachman Norwood & Parrott
Greenville,
South Carolina
|
$202K
|
+$218K
|
+1,460
|
New
|
|
|
597
|
Washington Trust Bank
Spokane,
Washington
|
$193K
|
–
|
–
|
–
|
|
|
598
|
Squar Milner Financial Services
Irvine,
California
|
$184K
|
+$75.5K
|
+505
|
+61%
|
|
|
599
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$182K
|
–
|
–
|
–
|
|
|
600
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$171K
|
–
|
–
|
–
|
|
