|
326
|
MontVue Capital Management
Lynchburg,
Virginia
|
$695K
|
-$11.9K
|
-280
|
-2%
|
|
|
327
|
Investment Partners
New Philadelphia,
Ohio
|
$678K
|
–
|
–
|
–
|
|
|
328
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$677K
|
+$165K
|
+3,888
|
+34%
|
|
|
329
|
Summit Financial
Parsippany,
New Jersey
|
$665K
|
+$69.8K
|
+1,646
|
+12%
|
|
|
330
|
Grassi Investment Management
Santa Clara,
California
|
$662K
|
-$60.9K
|
-1,436
|
-9%
|
|
|
331
|
Waverly Advisors
Birmingham,
Alabama
|
$637K
|
+$35.1K
|
+828
|
+6%
|
|
|
332
|
HSBC Holdings
London,
United Kingdom
|
$634K
|
+$213K
|
+5,018
|
+53%
|
|
|
333
|
Equitable Trust
Nashville,
Tennessee
|
$632K
|
–
|
–
|
–
|
|
|
334
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$632K
|
-$1.38M
|
-32,552
|
-69%
|
|
|
335
|
M&T Bank
Buffalo,
New York
|
$629K
|
+$32.2K
|
+760
|
+6%
|
|
|
336
|
Kestra Private Wealth Services
Austin,
Texas
|
$627K
|
+$53.2K
|
+1,254
|
+10%
|
|
|
337
|
NVWM LLC
Yardley,
Pennsylvania
|
$622K
|
+$5.85K
|
+138
|
+1%
|
|
|
338
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$621K
|
-$7.04K
|
-166
|
-1%
|
|
|
339
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$615K
|
+$38.8K
|
+916
|
+7%
|
|
|
340
|
CoreCap Advisors
Southfield,
Michigan
|
$611K
|
+$236K
|
+5,564
|
+67%
|
|
|
341
|
Callan Family Office
Radnor,
Pennsylvania
|
$606K
|
–
|
–
|
–
|
|
|
342
|
Atria Wealth Solutions
New York
|
$605K
|
-$343K
|
-8,096
|
-37%
|
|
|
343
|
International Assets Investment Management
Orlando,
Florida
|
$603K
|
+$582K
|
+13,734
|
New
|
|
|
344
|
Tocqueville Asset Management
New York
|
$602K
|
+$70.4K
|
+1,660
|
+14%
|
|
|
345
|
Trust Company
Manhattan,
Kansas
|
$599K
|
-$179K
|
-4,226
|
-24%
|
|
|
346
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$593K
|
-$64.3K
|
-1,516
|
-10%
|
|
|
347
|
Evernest Financial Advisors
Carmel,
Indiana
|
$593K
|
+$37.4K
|
+882
|
+7%
|
|
|
348
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$592K
|
-$139K
|
-3,290
|
-20%
|
|
|
349
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$583K
|
+$45.4K
|
+1,070
|
+9%
|
|
|
350
|
Ring Mountain Capital
Tiburon,
California
|
$582K
|
-$29.1K
|
-686
|
-5%
|
|
