|
626
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$495K
|
–
|
–
|
–
|
|
|
627
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$493K
|
+$275K
|
+2,440
|
+108%
|
|
|
628
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$490K
|
-$45.6K
|
-405
|
-8%
|
|
|
629
|
Kestra Private Wealth Services
Austin,
Texas
|
$490K
|
+$49.7K
|
+441
|
+10%
|
|
|
630
|
Epoch Investment Partners
New York
|
$489K
|
-$11.3K
|
-100
|
-2%
|
|
|
631
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$489K
|
-$1.01M
|
-8,982
|
-66%
|
|
|
632
|
Avity Investment Management
Greenwich,
Connecticut
|
$488K
|
+$22.5K
|
+200
|
+4%
|
|
|
633
|
AlphaCore Capital
La Jolla,
California
|
$484K
|
-$38.6K
|
-343
|
-7%
|
|
|
634
|
Krane Funds Advisors
New York
|
$483K
|
+$519K
|
+4,605
|
New
|
|
|
635
|
Penobscot Investment Management
Boston,
Massachusetts
|
$482K
|
-$80K
|
-710
|
-13%
|
|
|
636
|
Atria Wealth Solutions
New York
|
$482K
|
-$10.4K
|
-92
|
-2%
|
|
|
637
|
Essex Savings Bank
Essex,
Connecticut
|
$477K
|
-$11.9K
|
-106
|
-2%
|
|
|
638
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$476K
|
-$48.9K
|
-434
|
-9%
|
|
|
639
|
Plimoth Trust
Plymouth,
Massachusetts
|
$475K
|
-$28.7K
|
-255
|
-5%
|
|
|
640
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$472K
|
+$305K
|
+2,709
|
+151%
|
|
|
641
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$472K
|
-$276K
|
-2,450
|
-35%
|
|
|
642
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$472K
|
+$33.5K
|
+297
|
+7%
|
|
|
643
|
NVWM LLC
Yardley,
Pennsylvania
|
$470K
|
+$5.86K
|
+52
|
+1%
|
|
|
644
|
Vestcor Inc
Fredericton,
New Brunswick, Canada
|
$467K
|
-$907K
|
-8,048
|
-64%
|
|
|
645
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$467K
|
+$12.8K
|
+114
|
+3%
|
|
|
646
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$466K
|
-$113
|
-1
|
-0%
|
|
|
647
|
Brown Brothers Harriman & Co
New York
|
$461K
|
+$431K
|
+3,828
|
+676%
|
|
|
648
|
Trust Company of Toledo
Holland,
Ohio
|
$458K
|
+$229K
|
+2,030
|
+87%
|
|
|
649
|
Moors & Cabot
Boston,
Massachusetts
|
$458K
|
-$62K
|
-550
|
-11%
|
|
|
650
|
FDx Advisors
Chicago,
Illinois
|
$455K
|
+$488K
|
+4,336
|
New
|
|
