|
501
|
Curi RMB Capital
Chicago,
Illinois
|
$359K
|
+$375K
|
+3,185
|
New
|
|
|
502
|
Argent Trust Co
Nashville,
Tennessee
|
$357K
|
-$37.3K
|
-317
|
-9%
|
|
|
503
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$356K
|
-$43.6K
|
-370
|
-10%
|
|
|
504
|
SCS Capital Management
Boston,
Massachusetts
|
$356K
|
+$372K
|
+3,155
|
New
|
|
|
505
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$353K
|
+$78.4K
|
+666
|
+27%
|
|
|
506
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$350K
|
-$127K
|
-1,080
|
-26%
|
|
|
507
|
GQG Partners
Ft. Lauderdale,
Florida
|
$345K
|
-$682M
|
-5,793,708
|
-100%
|
|
|
508
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$344K
|
–
|
–
|
–
|
|
|
509
|
Severin Investments
St. Louis,
Missouri
|
$344K
|
+$15.7K
|
+133
|
+5%
|
|
|
510
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$343K
|
–
|
–
|
–
|
|
|
511
|
Chemistry Wealth Management
New York
|
$343K
|
–
|
–
|
–
|
|
|
512
|
Busey Bank
Urbana,
Illinois
|
$341K
|
+$23.1K
|
+196
|
+7%
|
|
|
513
|
Knights of Columbus Asset Advisors
New Haven,
Connecticut
|
$341K
|
-$3.55M
|
-30,146
|
-91%
|
|
|
514
|
Aviance Capital Partners
Naples,
Florida
|
$340K
|
-$2.71K
|
-23
|
-0.8%
|
|
|
515
|
Cobblestone Capital Advisors
Rochester,
New York
|
$338K
|
–
|
–
|
–
|
|
|
516
|
Corient IA
Miami,
Florida
|
$338K
|
+$353K
|
+3,000
|
New
|
|
|
517
|
Lazard Asset Management
New York
|
$338K
|
–
|
–
|
–
|
|
|
518
|
D.A. Davidson & Co
Great Falls,
Montana
|
$331K
|
-$17.5K
|
-149
|
-5%
|
|
|
519
|
BIP Wealth
Atlanta,
Georgia
|
$329K
|
–
|
–
|
–
|
|
|
520
|
Kestra Private Wealth Services
Austin,
Texas
|
$328K
|
+$2.71K
|
+23
|
+0.8%
|
|
|
521
|
EP Wealth Advisors
Torrance,
California
|
$327K
|
+$2.24K
|
+19
|
+0.7%
|
|
|
522
|
MGB Wealth Management
Addison,
Texas
|
$326K
|
–
|
–
|
–
|
|
|
523
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$323K
|
–
|
–
|
–
|
|
|
524
|
Waterloo Capital
Austin,
Texas
|
$322K
|
–
|
–
|
–
|
|
|
525
|
Westwood Holdings Group
Dallas,
Texas
|
$319K
|
-$5.42K
|
-46
|
-2%
|
|
