|
1051
|
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
|
$208K
|
+$218K
|
+3,335
|
New
|
|
|
1052
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$208K
|
-$3.2K
|
-49
|
-1%
|
|
|
1053
|
Oak Ridge Investments
Chicago,
Illinois
|
$207K
|
-$39.4K
|
-602
|
-15%
|
|
|
1054
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$205K
|
-$54.4K
|
-832
|
-20%
|
|
|
1055
|
Garton & Associates Financial Advisors
Louisville,
Kentucky
|
$205K
|
+$214K
|
+3,277
|
New
|
|
|
1056
|
Essex Savings Bank
Essex,
Connecticut
|
$204K
|
+$214K
|
+3,269
|
New
|
|
|
1057
|
Ergawealth Advisors
Oak Brook,
Illinois
|
$204K
|
–
|
–
|
–
|
|
|
1058
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$204K
|
+$1.11K
|
+17
|
+0.5%
|
|
|
1059
|
Evercore Wealth Management
New York
|
$203K
|
–
|
–
|
–
|
|
|
1060
|
Portside Wealth Group
Provo,
Utah
|
$202K
|
+$6.61K
|
+101
|
+3%
|
|
|
1061
|
Strait & Sound Wealth Management
San Francisco,
California
|
$202K
|
-$3.27K
|
-50
|
-2%
|
|
|
1062
|
Elyxium Wealth
San Mateo,
California
|
$201K
|
-$654
|
-10
|
-0.3%
|
|
|
1063
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$201K
|
-$5.43K
|
-83
|
-3%
|
|
|
1064
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$200K
|
-$458
|
-7
|
-0.2%
|
|
|
1065
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$199K
|
+$1.31K
|
+20
|
+0.6%
|
|
|
1066
|
Wealth Watch Advisors
Englewood,
Colorado
|
$192K
|
+$106K
|
+1,619
|
+112%
|
|
|
1067
|
Fidelity International
Hamilton,
Bermuda
|
$188K
|
-$622K
|
-9,507
|
-76%
|
|
|
1068
|
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
$186K
|
+$194K
|
+2,974
|
New
|
|
|
1069
|
Louisbourg Investments
Dieppe,
New Brunswick, Canada
|
$186K
|
+$1.64K
|
+25
|
+0.8%
|
|
|
1070
|
Private Trust Company
Cleveland,
Ohio
|
$184K
|
-$45.4K
|
-695
|
-19%
|
|
|
1071
|
MTM Investment Management
Spartanburg,
South Carolina
|
$170K
|
–
|
–
|
–
|
|
|
1072
|
Islay Capital Management
Lubbock,
Texas
|
$168K
|
-$539K
|
-8,242
|
-75%
|
|
|
1073
|
Torren Management
San Diego,
California
|
$166K
|
+$173K
|
+2,653
|
New
|
|
|
1074
|
Crewe Advisors
Salt Lake City,
Utah
|
$162K
|
+$1.24K
|
+19
|
+0.7%
|
|
|
1075
|
Geneos Wealth Management
Englewood,
Colorado
|
$159K
|
–
|
–
|
–
|
|
