|
901
|
Perigon Wealth Management
San Francisco,
California
|
$569K
|
–
|
–
|
–
|
|
|
902
|
Westwood Holdings Group
Dallas,
Texas
|
$569K
|
–
|
–
|
–
|
|
|
903
|
Belpointe Asset Management
Reno,
Nevada
|
$565K
|
+$586K
|
+7,316
|
New
|
|
|
904
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$564K
|
-$1.52K
|
-19
|
-0.3%
|
|
|
905
|
Jones Financial Companies
Des Peres,
Missouri
|
$563K
|
+$72.3K
|
+902
|
+14%
|
|
|
906
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
$562K
|
-$24K
|
-300
|
-4%
|
|
|
907
|
Blue Fin Capital
Warren,
Rhode Island
|
$560K
|
-$32.1K
|
-400
|
-5%
|
|
|
908
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$555K
|
+$127K
|
+1,581
|
+28%
|
|
|
909
|
Burney Company
Reston,
Virginia
|
$551K
|
+$641
|
+8
|
+0.1%
|
|
|
910
|
Allegis Investment Advisors
Idaho Falls,
Idaho
|
$549K
|
-$105K
|
-1,305
|
-15%
|
|
|
911
|
First Business Financial Services
Madison,
Wisconsin
|
$548K
|
+$71K
|
+886
|
+14%
|
|
|
912
|
Checchi Capital Advisers
Beverly Hills,
California
|
$545K
|
-$16.7K
|
-209
|
-3%
|
|
|
913
|
Grandfield & Dodd
New York
|
$545K
|
–
|
–
|
–
|
|
|
914
|
First National Bank of Omaha
Omaha,
Nebraska
|
$539K
|
-$10.8K
|
-135
|
-2%
|
|
|
915
|
Parametrica Management
Wanchai,
Hong Kong
|
$538K
|
+$559K
|
+6,970
|
New
|
|
|
916
|
Quotient Investors
New York
|
$533K
|
-$5.37K
|
-67
|
-1%
|
|
|
917
|
Rational Advisors
Huntington,
New York
|
$533K
|
+$8.01K
|
+100
|
+1%
|
|
|
918
|
Tuttle Capital Management
Riverside,
Connecticut
|
$533K
|
+$553K
|
+6,901
|
New
|
|
|
919
|
Bienville Capital Management
New York
|
$531K
|
+$22.6K
|
+282
|
+4%
|
|
|
920
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$529K
|
-$73.4K
|
-916
|
-12%
|
|
|
921
|
Virtus Investment Advisers
Hartford,
Connecticut
|
$529K
|
-$26K
|
-324
|
-5%
|
|
|
922
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$525K
|
+$45.3K
|
+565
|
+9%
|
|
|
923
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$515K
|
+$295K
|
+3,683
|
+123%
|
|
|
924
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$508K
|
-$7.93K
|
-99
|
-1%
|
|
|
925
|
FDO Partners
Cambridge,
Massachusetts
|
$504K
|
-$4.31M
|
-53,765
|
-89%
|
|
