|
601
|
Oxbow Advisors
Austin,
Texas
|
$242K
|
–
|
–
|
–
|
|
|
602
|
First American Trust
Santa Ana,
California
|
$242K
|
+$828
|
+16
|
+0.3%
|
|
|
603
|
Strategic Advisors
New York
|
$242K
|
+$29.7K
|
+574
|
+14%
|
|
|
604
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$240K
|
–
|
–
|
–
|
|
|
605
|
Capital Performance Advisors
Walnut Creek,
California
|
$240K
|
+$2.59K
|
+50
|
+1%
|
|
|
606
|
Triumph Capital Management
Denver,
Colorado
|
$238K
|
+$239K
|
+4,618
|
New
|
|
|
607
|
MWA Asset Management
Lexington,
Massachusetts
|
$238K
|
+$207
|
+4
|
+0.1%
|
|
|
608
|
Cooper Financial Group
Irvine,
California
|
$235K
|
-$27.3K
|
-528
|
-10%
|
|
|
609
|
Anson Capital
Tyrone,
Georgia
|
$234K
|
–
|
–
|
–
|
|
|
610
|
Private Trust Company
Cleveland,
Ohio
|
$234K
|
-$24K
|
-464
|
-9%
|
|
|
611
|
Alpha Cubed Investments
Irvine,
California
|
$233K
|
–
|
–
|
–
|
|
|
612
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$233K
|
-$20.4K
|
-394
|
-8%
|
|
|
613
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$233K
|
+$234K
|
+4,514
|
New
|
|
|
614
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$233K
|
-$16K
|
-310
|
-6%
|
|
|
615
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$232K
|
-$229K
|
-4,418
|
-50%
|
|
|
616
|
Inscription Capital
Houston,
Texas
|
$232K
|
+$233K
|
+4,498
|
New
|
|
|
617
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$230K
|
-$11.3K
|
-218
|
-5%
|
|
|
618
|
Advisory Research
Chicago,
Illinois
|
$230K
|
–
|
–
|
–
|
|
|
619
|
Intrua Financial
Houston,
Texas
|
$230K
|
–
|
–
|
–
|
|
|
620
|
CWA Asset Management Group
Naples,
Florida
|
$229K
|
+$230K
|
+4,450
|
New
|
|
|
621
|
CreativeOne Wealth
Overland Park,
Kansas
|
$227K
|
+$228K
|
+4,404
|
New
|
|
|
622
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$227K
|
–
|
–
|
–
|
|
|
623
|
Shira Ridge Wealth Management
Larkspur,
California
|
$225K
|
-$19.7K
|
-380
|
-8%
|
|
|
624
|
Sonora Investment Management Group
Tucson,
Arizona
|
$222K
|
–
|
–
|
–
|
|
|
625
|
CFM Wealth Partners
Austin,
Texas
|
$222K
|
–
|
–
|
–
|
|
