|
526
|
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
|
$316K
|
+$13.4K
|
+61
|
+4%
|
|
|
527
|
WhitTier Trust Company
Reno,
Nevada
|
$316K
|
–
|
–
|
–
|
|
|
528
|
Suvretta Capital Management
New York
|
$315K
|
–
|
–
|
–
|
|
|
529
|
American Trust
Lexington,
Kentucky
|
$310K
|
-$12.1K
|
-55
|
-4%
|
|
|
530
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$308K
|
–
|
–
|
–
|
|
|
531
|
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
|
$304K
|
–
|
–
|
–
|
|
|
532
|
MUFG Securities Americas
New York
|
$300K
|
+$320K
|
+1,457
|
New
|
|
|
533
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$299K
|
-$113K
|
-516
|
-26%
|
|
|
534
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$296K
|
-$45.2K
|
-206
|
-13%
|
|
|
535
|
T. Rowe Price Investment Management
Baltimore,
Maryland
|
$291K
|
+$310K
|
+1,415
|
New
|
|
|
536
|
Profund Advisors
Bethesda,
Maryland
|
$286K
|
-$37.5K
|
-171
|
-11%
|
|
|
537
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$281K
|
-$327K
|
-1,490
|
-52%
|
|
|
538
|
Portside Wealth Group
Provo,
Utah
|
$280K
|
+$27.4K
|
+125
|
+10%
|
|
|
539
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$280K
|
-$75.5K
|
-344
|
-20%
|
|
|
540
|
Net Worth Advisory Group
Sandy,
Utah
|
$279K
|
-$5.05K
|
-23
|
-2%
|
|
|
541
|
Cynosure Group
Salt Lake City,
Utah
|
$279K
|
+$298K
|
+1,357
|
New
|
|
|
542
|
Wellington Shields & Co
New York
|
$278K
|
–
|
–
|
–
|
|
|
543
|
Horizon Investments
Charlotte,
North Carolina
|
$277K
|
+$2.19K
|
+10
|
+0.7%
|
|
|
544
|
Meiji Yasuda Asset Management
Tokyo,
Japan
|
$276K
|
–
|
–
|
–
|
|
|
545
|
Counterpoint Mutual Funds
San Diego,
California
|
$275K
|
+$294K
|
+1,339
|
New
|
|
|
546
|
Lido Advisors
Los Angeles,
California
|
$275K
|
-$4.39K
|
-20
|
-1%
|
|
|
547
|
Financial Advocates Investment Management
Olympia,
Washington
|
$274K
|
-$40.4K
|
-184
|
-12%
|
|
|
548
|
Courier Capital
Buffalo,
New York
|
$273K
|
–
|
–
|
–
|
|
|
549
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$271K
|
-$16.7K
|
-76
|
-5%
|
|
|
550
|
Davenport & Co
Richmond,
Virginia
|
$271K
|
+$658
|
+3
|
+0.2%
|
|
