|
651
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$1.09M
|
+$20.9K
|
+440
|
+2%
|
|
|
652
|
Belpointe Asset Management
Reno,
Nevada
|
$1.09M
|
-$12.9K
|
-270
|
-1%
|
|
|
653
|
Ativo Capital Management
Chicago,
Illinois
|
$1.08M
|
–
|
–
|
–
|
|
|
654
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$1.08M
|
+$44.8K
|
+940
|
+4%
|
|
|
655
|
Natixis Investment Managers International
Paris,
France
|
$1.08M
|
+$259K
|
+5,430
|
+27%
|
|
|
656
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.08M
|
-$172K
|
-3,610
|
-12%
|
|
|
657
|
Old National Bancorp
Evansville,
Indiana
|
$1.07M
|
+$312K
|
+6,560
|
+35%
|
|
|
658
|
Morse Asset Management
Darien,
Connecticut
|
$1.07M
|
-$30.5K
|
-640
|
-2%
|
|
|
659
|
180 Wealth Advisors
Federal Way,
Washington
|
$1.07M
|
+$93.3K
|
+1,960
|
+8%
|
|
|
660
|
Needham Investment Management
New York
|
$1.06M
|
–
|
–
|
–
|
|
|
661
|
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
|
$1.06M
|
+$19K
|
+400
|
+2%
|
|
|
662
|
Private Trust Company
Cleveland,
Ohio
|
$1.06M
|
-$406K
|
-8,530
|
-26%
|
|
|
663
|
Unigestion Holding
Geneva,
Switzerland
|
$1.05M
|
+$1.18M
|
+24,720
|
New
|
|
|
664
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$1.04M
|
+$58.6K
|
+1,230
|
+5%
|
|
|
665
|
Lake Street Private Wealth
Chicago,
Illinois
|
$1.04M
|
+$129K
|
+2,710
|
+12%
|
|
|
666
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$1.04M
|
+$12.9K
|
+270
|
+1%
|
|
|
667
|
Benchmark Investment Advisors
Chicago,
Illinois
|
$1.02M
|
+$279K
|
+5,870
|
+32%
|
|
|
668
|
Gradient Capital Advisors
San Diego,
California
|
$1.02M
|
-$31.4K
|
-660
|
-3%
|
|
|
669
|
Haverford Financial Services
Radnor,
Pennsylvania
|
$1.02M
|
–
|
–
|
–
|
|
|
670
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$1.02M
|
+$364K
|
+7,640
|
+47%
|
|
|
671
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.01M
|
+$247K
|
+5,190
|
+28%
|
|
|
672
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.01M
|
+$269K
|
+5,650
|
+31%
|
|
|
673
|
Wealth Alliance
Mellville,
New York
|
$1M
|
+$1.12M
|
+23,560
|
New
|
|
|
674
|
Trust Company of Toledo
Holland,
Ohio
|
$1M
|
–
|
–
|
–
|
|
|
675
|
Phraction Management
Colchester,
Connecticut
|
$997K
|
-$238K
|
-5,000
|
-18%
|
|
