|
326
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$514K
|
+$7.69K
|
+370
|
+1%
|
|
|
327
|
Infrastructure Capital Advisors
New York
|
$510K
|
–
|
–
|
–
|
|
|
328
|
PharVision Advisers
Boca Raton,
Florida
|
$502K
|
+$539K
|
+25,934
|
New
|
|
|
329
|
Perigon Wealth Management
San Francisco,
California
|
$502K
|
+$395
|
+19
|
+0.1%
|
|
|
330
|
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
$500K
|
+$537K
|
+25,814
|
New
|
|
|
331
|
Xponance
Philadelphia,
Pennsylvania
|
$500K
|
-$38.4K
|
-1,847
|
-7%
|
|
|
332
|
Transcend Capital Advisors
Madison,
New Jersey
|
$493K
|
+$32.8K
|
+1,579
|
+7%
|
|
|
333
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$491K
|
-$61.7K
|
-2,966
|
-11%
|
|
|
334
|
UMB Bank
Kansas City,
Missouri
|
$481K
|
-$20.3K
|
-977
|
-4%
|
|
|
335
|
Waverly Advisors
Birmingham,
Alabama
|
$473K
|
+$89.1K
|
+4,287
|
+21%
|
|
|
336
|
Farther Finance Advisors
San Francisco,
California
|
$471K
|
+$246K
|
+11,834
|
+95%
|
|
|
337
|
Mirabella Financial Services
London,
United Kingdom
|
$457K
|
+$490K
|
+23,590
|
New
|
|
|
338
|
Summit Trail Advisors
New York
|
$455K
|
+$42.5K
|
+2,045
|
+10%
|
|
|
339
|
LSV Asset Management
Chicago,
Illinois
|
$453K
|
–
|
–
|
–
|
|
|
340
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$452K
|
+$4.63K
|
+223
|
+1%
|
|
|
341
|
Pathstone Holdings
Englewood,
New Jersey
|
$449K
|
+$5.97K
|
+287
|
+1%
|
|
|
342
|
Catalyst Private Wealth
San Mateo,
California
|
$449K
|
–
|
–
|
–
|
|
|
343
|
Jones Financial Companies
Des Peres,
Missouri
|
$448K
|
-$10.6K
|
-509
|
-2%
|
|
|
344
|
Impact Partnership Wealth
Marietta,
Georgia
|
$441K
|
+$72.6K
|
+3,492
|
+18%
|
|
|
345
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$440K
|
-$387K
|
-18,605
|
-45%
|
|
|
346
|
CSS LLC
Chicago,
Illinois
|
$435K
|
+$239K
|
+11,492
|
+105%
|
|
|
347
|
KeyBank National Association
Cleveland,
Ohio
|
$432K
|
+$182K
|
+8,774
|
+65%
|
|
|
348
|
M&T Bank
Buffalo,
New York
|
$419K
|
+$110K
|
+5,297
|
+32%
|
|
|
349
|
RWA Wealth Partners
Newton,
Massachusetts
|
$419K
|
+$1.08K
|
+52
|
+0.2%
|
|
|
350
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$415K
|
-$76.5K
|
-3,681
|
-15%
|
|
