|
1101
|
Austin Private Wealth
Austin,
Texas
|
$534K
|
–
|
–
|
–
|
|
|
1102
|
Harvey Capital Management
Palm Beach,
Florida
|
$534K
|
-$858
|
-10
|
-0.2%
|
|
|
1103
|
Hancock Whitney
Gulfport,
Mississippi
|
$534K
|
–
|
–
|
–
|
|
|
1104
|
Chevy Chase Trust
Bethesda,
Maryland
|
$533K
|
–
|
–
|
–
|
|
|
1105
|
WealthPLAN Partners
Omaha,
Nebraska
|
$531K
|
+$103K
|
+1,196
|
+23%
|
|
|
1106
|
Advance Capital Management
Southfield,
Michigan
|
$531K
|
+$65.5K
|
+764
|
+13%
|
|
|
1107
|
Forte Capital
Rochester,
New York
|
$529K
|
+$554K
|
+6,458
|
New
|
|
|
1108
|
Liberty Wealth Management
Oakland,
California
|
$529K
|
+$15.8K
|
+184
|
+3%
|
|
|
1109
|
STAR Financial Bank
Fort Wayne,
Indiana
|
$528K
|
–
|
–
|
–
|
|
|
1110
|
Breakwater Capital Group
Paramus,
New Jersey
|
$528K
|
+$17.3K
|
+202
|
+3%
|
|
|
1111
|
Cozad Asset Management
Champaign,
Illinois
|
$527K
|
-$4.46K
|
-52
|
-0.8%
|
|
|
1112
|
MBL Wealth
Charlotte,
North Carolina
|
$527K
|
-$1.72K
|
-20
|
-0.3%
|
|
|
1113
|
Oxford Financial Group
Carmel,
Indiana
|
$526K
|
-$57.8K
|
-674
|
-9%
|
|
|
1114
|
Lowery Thomas LLC
Pebble Beach,
California
|
$526K
|
+$130K
|
+1,514
|
+31%
|
|
|
1115
|
Samalin Investment Counsel
Chappaqua,
New York
|
$526K
|
-$15.4K
|
-180
|
-3%
|
|
|
1116
|
Howland Capital Management
Boston,
Massachusetts
|
$524K
|
-$9.61K
|
-112
|
-2%
|
|
|
1117
|
Curi RMB Capital
Chicago,
Illinois
|
$523K
|
-$141K
|
-1,640
|
-20%
|
|
|
1118
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$522K
|
-$137K
|
-1,600
|
-20%
|
|
|
1119
|
Mason & Associates (California)
Los Angeles,
California
|
$519K
|
+$343
|
+4
|
+0.1%
|
|
|
1120
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$519K
|
+$392K
|
+4,572
|
+260%
|
|
|
1121
|
Red Door Wealth Management
Memphis,
Tennessee
|
$516K
|
-$33.3K
|
-388
|
-6%
|
|
|
1122
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$515K
|
+$17.2K
|
+200
|
+3%
|
|
|
1123
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$515K
|
-$684K
|
-7,974
|
-56%
|
|
|
1124
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$510K
|
-$39.6K
|
-462
|
-7%
|
|
|
1125
|
Cottage Street Advisors
Marion,
Massachusetts
|
$509K
|
+$1.37K
|
+16
|
+0.3%
|
|
