|
526
|
Berry Group
Worcester,
Massachusetts
|
$201K
|
+$193K
|
+2,638
|
New
|
|
|
527
|
Nadler Financial Group
Deerfield,
Illinois
|
$201K
|
+$194K
|
+2,640
|
New
|
|
|
528
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$201K
|
+$194K
|
+2,646
|
New
|
|
|
529
|
Victory Capital Management
San Antonio,
Texas
|
$195K
|
-$21.1K
|
-288
|
-10%
|
|
|
530
|
Capital Bank & Trust
Irvine,
California
|
$185K
|
–
|
–
|
–
|
|
|
531
|
Pathstone Family Office
Englewood,
New Jersey
|
$177K
|
+$293
|
+4
|
+0.2%
|
|
|
532
|
Clear Investment Research
Alpharetta,
Georgia
|
$176K
|
-$18.5K
|
-252
|
-10%
|
|
|
533
|
West Bancorporation
West Des Moines,
Iowa
|
$174K
|
+$167K
|
+2,282
|
New
|
|
|
534
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$168K
|
–
|
–
|
–
|
|
|
535
|
Column Capital Advisors
Indianapolis,
Indiana
|
$165K
|
+$159K
|
+2,168
|
New
|
|
|
536
|
Private Ocean
San Rafael,
California
|
$159K
|
+$23.6K
|
+322
|
+18%
|
|
|
537
|
TrueWealth LLC
Atlanta,
Georgia
|
$157K
|
–
|
–
|
–
|
|
|
538
|
Ballast Advisors
Woodbury,
Minnesota
|
$157K
|
+$151K
|
+2,062
|
New
|
|
|
539
|
Cabana LLC
Fayetteville,
Arkansas
|
$155K
|
+$149K
|
+2,026
|
New
|
|
|
540
|
Brown Brothers Harriman & Co
New York
|
$154K
|
–
|
–
|
–
|
|
|
541
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$154K
|
+$148K
|
+2,024
|
New
|
|
|
542
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$153K
|
–
|
–
|
–
|
|
|
543
|
City Holding Co
Charleston,
West Virginia
|
$142K
|
–
|
–
|
–
|
|
|
544
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$139K
|
-$3.5M
|
-47,740
|
-96%
|
|
|
545
|
Duncker Streett & Co
St. Louis,
Missouri
|
$137K
|
+$131K
|
+1,790
|
New
|
|
|
546
|
HBC Financial Services
Seattle,
Washington
|
$131K
|
+$125K
|
+1,700
|
New
|
|
|
547
|
Wolverine Asset Management
Chicago,
Illinois
|
$129K
|
-$44K
|
-600
|
-26%
|
|
|
548
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$127K
|
+$38.9K
|
+530
|
+47%
|
|
|
549
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$127K
|
+$122K
|
+1,668
|
New
|
|
|
550
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$124K
|
+$43.1K
|
+588
|
+57%
|
|
