|
351
|
Boothe Investment Group
Dover,
Delaware
|
$544K
|
–
|
–
|
–
|
|
|
352
|
West Family Investments
Carlsbad,
California
|
$543K
|
–
|
–
|
–
|
|
|
353
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$543K
|
+$16K
|
+528
|
+3%
|
|
|
354
|
Savvy Advisors Inc
New York
|
$535K
|
+$133K
|
+4,392
|
+34%
|
|
|
355
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$532K
|
+$4.11K
|
+136
|
+0.8%
|
|
|
356
|
Crawford Investment Counsel
Atlanta,
Georgia
|
$528K
|
–
|
–
|
–
|
|
|
357
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$528K
|
+$12.8K
|
+425
|
+3%
|
|
|
358
|
Callan Family Office
Radnor,
Pennsylvania
|
$515K
|
-$378K
|
-12,514
|
-43%
|
|
|
359
|
Steward Partners Investment Advisory
New York
|
$515K
|
-$12.8K
|
-424
|
-3%
|
|
|
360
|
Wealthspire Advisors (New York)
New York
|
$514K
|
-$20.4K
|
-675
|
-4%
|
|
|
361
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$513K
|
+$71.2K
|
+2,357
|
+17%
|
|
|
362
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$511K
|
–
|
–
|
–
|
|
|
363
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$509K
|
+$189K
|
+6,269
|
+62%
|
|
|
364
|
Callan Capital
La Jolla,
California
|
$504K
|
+$3.56K
|
+118
|
+0.7%
|
|
|
365
|
Bridges Investment Management
Omaha,
Nebraska
|
$504K
|
–
|
–
|
–
|
|
|
366
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$503K
|
-$33.3K
|
-1,101
|
-6%
|
|
|
367
|
Commerce Bank
Kansas City,
Missouri
|
$502K
|
–
|
–
|
–
|
|
|
368
|
Principal Securities
Des Moines,
Iowa
|
$498K
|
–
|
–
|
–
|
|
|
369
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$496K
|
+$483
|
+16
|
+0.1%
|
|
|
370
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$492K
|
-$1.15K
|
-38
|
-0.2%
|
|
|
371
|
Fayez Sarofim & Co
Houston,
Texas
|
$486K
|
–
|
–
|
–
|
|
|
372
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$481K
|
-$3.29K
|
-109
|
-0.7%
|
|
|
373
|
Pacer Advisors
Malvern,
Pennsylvania
|
$480K
|
+$13.4K
|
+444
|
+3%
|
|
|
374
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$473K
|
+$604
|
+20
|
+0.1%
|
|
|
375
|
Heritage Financial Services
Westwood,
Massachusetts
|
$471K
|
+$456K
|
+15,107
|
New
|
|
