|
726
|
Asset Management Group
Stamford,
Connecticut
|
$14.1M
|
-$487K
|
-1,453
|
-3%
|
|
|
727
|
Chevy Chase Trust
Bethesda,
Maryland
|
$14.1M
|
-$904K
|
-2,693
|
-6%
|
|
|
728
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$14.1M
|
+$1.85M
|
+5,500
|
+14%
|
|
|
729
|
Shelter Mutual Insurance
Columbia,
Missouri
|
$14.1M
|
–
|
–
|
–
|
|
|
730
|
Seldon Capital
San Francisco,
California
|
$14.1M
|
–
|
–
|
–
|
|
|
731
|
NIA Impact Advisors
Berkeley,
California
|
$14M
|
–
|
–
|
–
|
|
|
732
|
Cornerstone Management
Duluth,
Georgia
|
$14M
|
+$671
|
+2
|
+0%
|
|
|
733
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$13.9M
|
+$94.3K
|
+281
|
+0.7%
|
|
|
734
|
Berman McAleer
Timonium,
Maryland
|
$13.9M
|
-$586K
|
-1,747
|
-4%
|
|
|
735
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$13.9M
|
–
|
–
|
–
|
|
|
736
|
CX Institutional
Auburn,
Indiana
|
$13.8M
|
-$6.35M
|
-18,916
|
-31%
|
|
|
737
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$13.8M
|
-$898K
|
-2,677
|
-6%
|
|
|
738
|
Fairview Capital Investment Management
Greenbrae,
California
|
$13.8M
|
-$317K
|
-944
|
-2%
|
|
|
739
|
Fayez Sarofim & Co
Houston,
Texas
|
$13.8M
|
-$151K
|
-450
|
-1%
|
|
|
740
|
Olistico Wealth
Tulsa,
Oklahoma
|
$13.8M
|
-$1.86M
|
-5,548
|
-11%
|
|
|
741
|
Avant Financial Advisors
Austin,
Texas
|
$13.7M
|
+$320K
|
+954
|
+2%
|
|
|
742
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$13.6M
|
+$18.1K
|
+54
|
+0.1%
|
|
|
743
|
Sunpointe
St. Louis,
Missouri
|
$13.6M
|
+$1.45M
|
+4,315
|
+11%
|
|
|
744
|
BTC Capital Management
Des Moines,
Iowa
|
$13.6M
|
+$8.54M
|
+25,450
|
+150%
|
|
|
745
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$13.5M
|
+$359K
|
+1,070
|
+3%
|
|
|
746
|
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
|
$13.5M
|
+$114K
|
+340
|
+0.8%
|
|
|
747
|
OneAscent Financial Services
Birmingham,
Alabama
|
$13.5M
|
+$222K
|
+662
|
+2%
|
|
|
748
|
LexAurum Advisors
Overland Park,
Kansas
|
$13.5M
|
+$14.1M
|
+41,978
|
New
|
|
|
749
|
Leavell Investment Management
Mobile,
Alabama
|
$13.5M
|
-$81.2K
|
-242
|
-0.6%
|
|
|
750
|
Good Steward Wealth Advisors
Clarksville,
Tennessee
|
$13.4M
|
+$368K
|
+1,096
|
+3%
|
|
