|
701
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$516K
|
-$61.8K
|
-987
|
-11%
|
|
|
702
|
Trust Asset Management
Houston,
Texas
|
$514K
|
–
|
–
|
–
|
|
|
703
|
J.W. Coons Advisors
Columbus,
Ohio
|
$512K
|
-$150K
|
-2,404
|
-24%
|
|
|
704
|
Jackson Square Capital
San Francisco,
California
|
$512K
|
-$230K
|
-3,669
|
-32%
|
|
|
705
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$509K
|
-$43.1K
|
-688
|
-8%
|
|
|
706
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$509K
|
+$94.1K
|
+1,503
|
+26%
|
|
|
707
|
|
$508K
|
+$22.5K
|
+359
|
+5%
|
|
|
708
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$508K
|
+$480K
|
+7,675
|
New
|
|
|
709
|
Trust Point Inc
La Crosse,
Wisconsin
|
$507K
|
+$480K
|
+7,667
|
New
|
|
|
710
|
Simmons Bank
Pine Bluff,
Arkansas
|
$506K
|
-$392K
|
-6,260
|
-45%
|
|
|
711
|
Kuhn & Co Investment Counsel
Chicago,
Illinois
|
$504K
|
+$477K
|
+7,625
|
New
|
|
|
712
|
Spire Wealth Management
Mclean,
Virginia
|
$502K
|
+$20.1K
|
+321
|
+5%
|
|
|
713
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$499K
|
-$13.6K
|
-217
|
-3%
|
|
|
714
|
Venture Visionary Partners
Sylvania,
Ohio
|
$491K
|
-$64.3K
|
-1,027
|
-12%
|
|
|
715
|
Nebula Research & Development
New York
|
$490K
|
+$464K
|
+7,411
|
New
|
|
|
716
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$488K
|
-$10.8K
|
-173
|
-2%
|
|
|
717
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$485K
|
-$29.5K
|
-471
|
-6%
|
|
|
718
|
Sara-Bay Financial
Sarasota,
Florida
|
$483K
|
-$4.57K
|
-73
|
-1%
|
|
|
719
|
Belpointe Asset Management
Reno,
Nevada
|
$477K
|
+$46.2K
|
+738
|
+11%
|
|
|
720
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$474K
|
-$4.07K
|
-65
|
-0.9%
|
|
|
721
|
RWA Wealth Partners
Newton,
Massachusetts
|
$472K
|
+$103K
|
+1,642
|
+30%
|
|
|
722
|
Nomura Holdings
Tokyo,
Japan
|
$472K
|
-$4.25M
|
-67,903
|
-90%
|
|
|
723
|
Global Retirement Partners
San Rafael,
California
|
$469K
|
+$21.5K
|
+344
|
+5%
|
|
|
724
|
Regal Investment Advisors
Kentwood,
Michigan
|
$464K
|
+$439K
|
+7,010
|
New
|
|
|
725
|
Duff & Phelps Investment Management
Chicago,
Illinois
|
$462K
|
–
|
–
|
–
|
|
