|
626
|
Cadence Bank NA
Houston,
Texas
|
$510K
|
–
|
–
|
–
|
|
|
627
|
Cerity Partners OCIO
New York
|
$508K
|
-$108K
|
-913
|
-18%
|
|
|
628
|
PrairieView Partners
St. Paul,
Minnesota
|
$505K
|
+$29.9K
|
+252
|
+6%
|
|
|
629
|
Occidental Asset Management
Burlingame,
California
|
$504K
|
–
|
–
|
–
|
|
|
630
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$504K
|
–
|
–
|
–
|
|
|
631
|
Essex Financial Services
Essex,
Connecticut
|
$504K
|
+$144K
|
+1,212
|
+40%
|
|
|
632
|
Altium Wealth Management
Purchase,
New York
|
$500K
|
-$25.4K
|
-214
|
-5%
|
|
|
633
|
Wolverine Trading
Chicago,
Illinois
|
$498K
|
+$504K
|
+4,250
|
New
|
|
|
634
|
Northstar Wealth Partners
West Hartford,
Connecticut
|
$497K
|
-$53.4K
|
-450
|
-10%
|
|
|
635
|
Wellington Management Group
Boston,
Massachusetts
|
$496K
|
–
|
–
|
–
|
|
|
636
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$492K
|
-$6.17K
|
-52
|
-1%
|
|
|
637
|
BOK Financial Private Wealth
Denver,
Colorado
|
$489K
|
-$48.3K
|
-407
|
-9%
|
|
|
638
|
KCM Investment Advisors
Greenbrae,
California
|
$488K
|
-$70.3K
|
-593
|
-13%
|
|
|
639
|
Bogart Wealth LLC
Mclean,
Virginia
|
$486K
|
–
|
–
|
–
|
|
|
640
|
JSF Financial
Los Angeles,
California
|
$486K
|
+$61.2K
|
+516
|
+14%
|
|
|
641
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
$483K
|
-$103K
|
-869
|
-18%
|
|
|
642
|
Fairhaven Wealth Management
Oak Brook,
Illinois
|
$483K
|
-$9.25K
|
-78
|
-2%
|
|
|
643
|
Hayden Royal
Charlotte,
North Carolina
|
$481K
|
-$1.07K
|
-9
|
-0.2%
|
|
|
644
|
North American Management
Boston,
Massachusetts
|
$479K
|
-$9.72M
|
-81,923
|
-95%
|
|
|
645
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$478K
|
-$119
|
-1
|
-0%
|
|
|
646
|
Capital Insight Partners
Scottsdale,
Arizona
|
$477K
|
–
|
–
|
–
|
|
|
647
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$474K
|
-$402K
|
-3,386
|
-46%
|
|
|
648
|
Buckhead Capital Management
Atlanta,
Georgia
|
$473K
|
–
|
–
|
–
|
|
|
649
|
Evermay Wealth Management
Arlington,
Virginia
|
$469K
|
–
|
–
|
–
|
|
|
650
|
Summit Trail Advisors
New York
|
$469K
|
–
|
–
|
–
|
|
