|
676
|
Kula Investments
Chicago,
Illinois
|
$479K
|
+$496K
|
+3,219
|
New
|
|
|
677
|
Divergent Planning
Bethesda,
Maryland
|
$475K
|
–
|
–
|
–
|
|
|
678
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$474K
|
+$212K
|
+1,379
|
+76%
|
|
|
679
|
Segment Wealth Management
Houston,
Texas
|
$469K
|
–
|
–
|
–
|
|
|
680
|
Americana Partners
Houston,
Texas
|
$468K
|
–
|
–
|
–
|
|
|
681
|
Duncker Streett & Co
St. Louis,
Missouri
|
$468K
|
–
|
–
|
–
|
|
|
682
|
Corton Capital
Carrying Place,
Ontario, Canada
|
$465K
|
+$47K
|
+305
|
+11%
|
|
|
683
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$464K
|
-$154
|
-1
|
-0%
|
|
|
684
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$462K
|
-$63.4K
|
-412
|
-12%
|
|
|
685
|
Caprock Group
Boise,
Idaho
|
$462K
|
+$89.5K
|
+581
|
+23%
|
|
|
686
|
Trust Asset Management
Houston,
Texas
|
$461K
|
–
|
–
|
–
|
|
|
687
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$460K
|
–
|
–
|
–
|
|
|
688
|
Stiles Financial Services
Edina,
Minnesota
|
$457K
|
+$1.23K
|
+8
|
+0.3%
|
|
|
689
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$455K
|
-$3.39K
|
-22
|
-0.7%
|
|
|
690
|
AlphaQ Advisors
Winter Park,
Florida
|
$451K
|
+$466K
|
+3,027
|
New
|
|
|
691
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$448K
|
-$308
|
-2
|
-0.1%
|
|
|
692
|
Symmetry Partners
Glastonbury,
Connecticut
|
$448K
|
–
|
–
|
–
|
|
|
693
|
Delphia (USA)
Toronto,
Ontario, Canada
|
$448K
|
+$154
|
+1
|
+0%
|
|
|
694
|
One River Asset Management
Stamford,
Connecticut
|
$447K
|
+$466K
|
+3,024
|
New
|
|
|
695
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$447K
|
–
|
–
|
–
|
|
|
696
|
Monetta Financial Services
Wheaton,
Illinois
|
$447K
|
–
|
–
|
–
|
|
|
697
|
Personal Capital Advisors
Redwood City,
California
|
$445K
|
+$20.5K
|
+133
|
+5%
|
|
|
698
|
Petrus Trust Company
Dallas,
Texas
|
$443K
|
+$82.1K
|
+533
|
+22%
|
|
|
699
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$443K
|
+$27.3K
|
+177
|
+6%
|
|
|
700
|
Checchi Capital Advisers
Beverly Hills,
California
|
$442K
|
+$5.24K
|
+34
|
+1%
|
|
