|
501
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$285K
|
–
|
–
|
–
|
|
|
502
|
Evanson Asset Management
Carmel,
California
|
$284K
|
+$904
|
+20
|
+0.3%
|
|
|
503
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$283K
|
+$995
|
+22
|
+0.3%
|
|
|
504
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$283K
|
-$23.7K
|
-524
|
-8%
|
|
|
505
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$283K
|
+$14.9K
|
+330
|
+6%
|
|
|
506
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$282K
|
–
|
–
|
–
|
|
|
507
|
Mutual Advisors
Omaha,
Nebraska
|
$282K
|
-$206K
|
-4,556
|
-42%
|
|
|
508
|
NWAM LLC
Mercer Island,
Washington
|
$279K
|
-$34.6K
|
-766
|
-11%
|
|
|
509
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$278K
|
-$13.8K
|
-306
|
-5%
|
|
|
510
|
E&G Advisors
Houston,
Texas
|
$278K
|
+$3.71K
|
+82
|
+1%
|
|
|
511
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$277K
|
+$15K
|
+332
|
+6%
|
|
|
512
|
Argent Trust Co
Nashville,
Tennessee
|
$274K
|
-$9.04K
|
-200
|
-3%
|
|
|
513
|
Focus Financial Network
Minneapolis,
Minnesota
|
$272K
|
+$48.5K
|
+1,072
|
+21%
|
|
|
514
|
Blue Fin Capital
Warren,
Rhode Island
|
$270K
|
+$29.8K
|
+660
|
+12%
|
|
|
515
|
Massachusetts Wealth Management
North Andover,
Massachusetts
|
$269K
|
–
|
–
|
–
|
|
|
516
|
Gotham Asset Management
New York
|
$268K
|
–
|
–
|
–
|
|
|
517
|
Evolution Wealth Advisors
Aventura,
Florida
|
$264K
|
-$3.17K
|
-70
|
-1%
|
|
|
518
|
Davenport & Co
Richmond,
Virginia
|
$264K
|
-$8.5K
|
-188
|
-3%
|
|
|
519
|
Vontobel Holding
Zurich,
Switzerland
|
$264K
|
+$18.1K
|
+400
|
+7%
|
|
|
520
|
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
$263K
|
+$50.5K
|
+1,116
|
+23%
|
|
|
521
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$263K
|
+$265K
|
+5,870
|
New
|
|
|
522
|
Plimoth Trust
Plymouth,
Massachusetts
|
$261K
|
+$263K
|
+5,826
|
New
|
|
|
523
|
Roberts Wealth Advisors
Palo Alto,
California
|
$261K
|
-$6.6K
|
-146
|
-2%
|
|
|
524
|
Kessler Investment Group
Columbus,
Indiana
|
$261K
|
-$578K
|
-12,790
|
-69%
|
|
|
525
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$260K
|
–
|
–
|
–
|
|
