|
701
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$212K
|
+$225K
|
+2,000
|
New
|
|
|
702
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$212K
|
–
|
–
|
–
|
|
|
703
|
Xcel Wealth Management
Holly Hill,
Florida
|
$209K
|
–
|
–
|
–
|
|
|
704
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$209K
|
-$22.5K
|
-200
|
-9%
|
|
|
705
|
Taurus Asset Management
New York
|
$208K
|
–
|
–
|
–
|
|
|
706
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$207K
|
+$219K
|
+1,952
|
New
|
|
|
707
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$207K
|
–
|
–
|
–
|
|
|
708
|
Mission Wealth Management
Santa Barbara,
California
|
$205K
|
+$899
|
+8
|
+0.4%
|
|
|
709
|
Savant Capital
Rockford,
Illinois
|
$204K
|
+$216K
|
+1,924
|
New
|
|
|
710
|
China Universal Asset Management Company
Shanghai,
China
|
$199K
|
+$11.7K
|
+104
|
+6%
|
|
|
711
|
Steph & Co
Marinette,
Wisconsin
|
$199K
|
+$30.5K
|
+272
|
+17%
|
|
|
712
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$194K
|
+$7.41K
|
+66
|
+4%
|
|
|
713
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$193K
|
+$76.4K
|
+680
|
+60%
|
|
|
714
|
Dryden Capital
Miami,
Florida
|
$173K
|
+$183K
|
+1,630
|
New
|
|
|
715
|
Anchor Investment Management
Columbia,
South Carolina
|
$173K
|
+$34.7K
|
+309
|
+23%
|
|
|
716
|
|
$169K
|
–
|
–
|
–
|
|
|
717
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$167K
|
–
|
–
|
–
|
|
|
718
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$149K
|
–
|
–
|
–
|
|
|
719
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$141K
|
–
|
–
|
–
|
|
|
720
|
WhitTier Trust Company
Reno,
Nevada
|
$139K
|
+$19.7K
|
+175
|
+15%
|
|
|
721
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$135K
|
-$449
|
-4
|
-0.3%
|
|
|
722
|
Tortoise Investment Management
White Plains,
New York
|
$130K
|
–
|
–
|
–
|
|
|
723
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$128K
|
-$1.01K
|
-9
|
-0.7%
|
|
|
724
|
MCF Advisors
Covington,
Kentucky
|
$127K
|
–
|
–
|
–
|
|
|
725
|
Thomas White International
Chicago,
Illinois
|
$127K
|
–
|
–
|
–
|
|
