|
401
|
Watermark Asset Management
San Ramon,
California
|
$335K
|
-$7.26K
|
-81
|
-2%
|
|
|
402
|
Estate Counselors
Thiensville,
Wisconsin
|
$324K
|
-$44.8K
|
-500
|
-12%
|
|
|
403
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$324K
|
-$17.9K
|
-200
|
-5%
|
|
|
404
|
Westwood Holdings Group
Dallas,
Texas
|
$323K
|
+$317K
|
+3,540
|
New
|
|
|
405
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$321K
|
–
|
–
|
–
|
|
|
406
|
Coldstream Capital Management
Bellevue,
Washington
|
$320K
|
-$37.1K
|
-414
|
-11%
|
|
|
407
|
Sequent Asset Management
Houston,
Texas
|
$319K
|
–
|
–
|
–
|
|
|
408
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$318K
|
+$448
|
+5
|
+0.1%
|
|
|
409
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$317K
|
-$69.7K
|
-778
|
-18%
|
|
|
410
|
Eaton Vance Management
Boston,
Massachusetts
|
$317K
|
–
|
–
|
–
|
|
|
411
|
Capital Advantage
Walnut Creek,
California
|
$317K
|
+$42.5K
|
+474
|
+16%
|
|
|
412
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$313K
|
-$24K
|
-268
|
-7%
|
|
|
413
|
Highwater Wealth Management
Glendale,
Colorado
|
$312K
|
-$83.7K
|
-934
|
-21%
|
|
|
414
|
|
$311K
|
–
|
–
|
–
|
|
|
415
|
Optimum Investment Advisors
Chicago,
Illinois
|
$310K
|
-$61.5K
|
-687
|
-17%
|
|
|
416
|
Cheviot Value Management
Beverly Hills,
California
|
$310K
|
–
|
–
|
–
|
|
|
417
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$310K
|
–
|
–
|
–
|
|
|
418
|
Truepoint Inc
Cincinnati,
Ohio
|
$308K
|
-$7.35K
|
-82
|
-2%
|
|
|
419
|
Chemung Canal Trust
Elmira,
New York
|
$308K
|
+$302K
|
+3,370
|
New
|
|
|
420
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$307K
|
-$18K
|
-201
|
-6%
|
|
|
421
|
Wintrust Investments
Chicago,
Illinois
|
$306K
|
-$53.8K
|
-600
|
-15%
|
|
|
422
|
Truist Financial
Charlotte,
North Carolina
|
$306K
|
–
|
–
|
–
|
|
|
423
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$304K
|
+$269
|
+3
|
+0.1%
|
|
|
424
|
Arete Wealth Advisors
Chicago,
Illinois
|
$302K
|
-$48.6K
|
-543
|
-14%
|
|
|
425
|
Grimes & Company
Westborough,
Massachusetts
|
$299K
|
–
|
–
|
–
|
|
