|
476
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$214K
|
–
|
–
|
–
|
|
|
477
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$214K
|
–
|
–
|
–
|
|
|
478
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$212K
|
+$9.73K
|
+183
|
+5%
|
|
|
479
|
Moody National Bank Trust Division
Galveston,
Texas
|
$212K
|
–
|
–
|
–
|
|
|
480
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$210K
|
+$209K
|
+3,935
|
New
|
|
|
481
|
Symmetry Partners
Glastonbury,
Connecticut
|
$210K
|
–
|
–
|
–
|
|
|
482
|
Bailard
Foster City,
California
|
$209K
|
-$79.4K
|
-1,493
|
-28%
|
|
|
483
|
Smith, Moore & Co
Clayton,
Missouri
|
$208K
|
-$16K
|
-300
|
-7%
|
|
|
484
|
Pathstone Family Office
Englewood,
New Jersey
|
$208K
|
-$379K
|
-7,129
|
-65%
|
|
|
485
|
Balentine LLC
Atlanta,
Georgia
|
$206K
|
-$228K
|
-4,292
|
-53%
|
|
|
486
|
Aviva
London,
United Kingdom
|
$206K
|
–
|
–
|
–
|
|
|
487
|
Iowa State Bank
Urbandale,
Iowa
|
$204K
|
+$203K
|
+3,815
|
New
|
|
|
488
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$201K
|
+$5.75K
|
+108
|
+3%
|
|
|
489
|
Royal Fund Management
Lady Lake,
Florida
|
$201K
|
–
|
–
|
–
|
|
|
490
|
Horizon Investments
Charlotte,
North Carolina
|
$176K
|
+$177K
|
+3,331
|
New
|
|
|
491
|
|
$172K
|
-$30.2K
|
-567
|
-15%
|
|
|
492
|
Bessemer Group
Woodbridge,
New Jersey
|
$172K
|
+$61.8K
|
+1,162
|
+56%
|
|
|
493
|
TFC Financial Management
Boston,
Massachusetts
|
$171K
|
–
|
–
|
–
|
|
|
494
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$168K
|
+$27.3K
|
+513
|
+20%
|
|
|
495
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$163K
|
+$163K
|
+3,055
|
New
|
|
|
496
|
Clearstead Trust
Portland,
Maine
|
$159K
|
–
|
–
|
–
|
|
|
497
|
Belpointe Asset Management
Reno,
Nevada
|
$159K
|
+$15.1K
|
+284
|
+11%
|
|
|
498
|
Steward Partners Investment Advisory
New York
|
$157K
|
-$7.29K
|
-137
|
-4%
|
|
|
499
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$147K
|
-$23.8M
|
-447,842
|
-99%
|
|
|
500
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$138K
|
-$26.8K
|
-504
|
-16%
|
|
