|
501
|
Harbor Capital Advisors
Chicago,
Illinois
|
$298K
|
+$315K
|
+5,459
|
New
|
|
|
502
|
American National Bank & Trust
Wichita Falls,
Texas
|
$296K
|
–
|
–
|
–
|
|
|
503
|
Matthew Hamilton Rosenberg
|
$295K
|
-$27.7K
|
-480
|
-8%
|
|
|
504
|
Diligent Investors
Redlands,
California
|
$295K
|
–
|
–
|
–
|
|
|
505
|
Thomasville National Bank
Thomasville,
Georgia
|
$295K
|
–
|
–
|
–
|
|
|
506
|
FDx Advisors
Chicago,
Illinois
|
$288K
|
–
|
–
|
–
|
|
|
507
|
First National Trust
Hermitage,
Pennsylvania
|
$287K
|
-$11K
|
-190
|
-3%
|
|
|
508
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$287K
|
+$2.77K
|
+48
|
+0.9%
|
|
|
509
|
Caprock Group
Boise,
Idaho
|
$286K
|
-$59.7K
|
-1,033
|
-16%
|
|
|
510
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$284K
|
-$48.5K
|
-840
|
-14%
|
|
|
511
|
Values First Advisors
Gray,
Tennessee
|
$282K
|
-$67.2K
|
-1,162
|
-18%
|
|
|
512
|
Welch Group
Birmingham,
Alabama
|
$270K
|
–
|
–
|
–
|
|
|
513
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$270K
|
-$4.22K
|
-73
|
-1%
|
|
|
514
|
OneAscent Financial Services
Birmingham,
Alabama
|
$266K
|
-$53K
|
-918
|
-16%
|
|
|
515
|
Capital Group Private Client Services
Los Angeles,
California
|
$264K
|
-$16.6M
|
-286,934
|
-98%
|
|
|
516
|
Coldstream Capital Management
Bellevue,
Washington
|
$257K
|
-$36.1K
|
-624
|
-12%
|
|
|
517
|
Perigon Wealth Management
San Francisco,
California
|
$247K
|
-$60.2K
|
-1,041
|
-19%
|
|
|
518
|
Brookstone Capital Management
Wheaton,
Illinois
|
$246K
|
+$15.3K
|
+265
|
+6%
|
|
|
519
|
SFMG Wealth Advisors
Plano,
Texas
|
$245K
|
+$15.6K
|
+270
|
+6%
|
|
|
520
|
Parallel Advisors
San Francisco,
California
|
$242K
|
-$6.07K
|
-105
|
-2%
|
|
|
521
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$241K
|
-$7.74K
|
-134
|
-3%
|
|
|
522
|
NinePointTwo Capital
Los Angeles,
California
|
$240K
|
+$254K
|
+4,398
|
New
|
|
|
523
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$233K
|
-$126K
|
-2,178
|
-34%
|
|
|
524
|
Horizon Investments
Charlotte,
North Carolina
|
$233K
|
-$386K
|
-6,687
|
-61%
|
|
|
525
|
HB Wealth Management
Atlanta,
Georgia
|
$232K
|
-$58K
|
-1,003
|
-19%
|
|
