|
626
|
ClearBridge Investments
New York
|
$319K
|
–
|
–
|
–
|
|
|
627
|
Harrington Investments
Napa,
California
|
$319K
|
–
|
–
|
–
|
|
|
628
|
Checchi Capital Advisers
Beverly Hills,
California
|
$319K
|
+$52.9K
|
+581
|
+20%
|
|
|
629
|
Texas Capital Bancshares
Dallas,
Texas
|
$310K
|
-$6.1K
|
-67
|
-2%
|
|
|
630
|
Asset Management Group
Stamford,
Connecticut
|
$309K
|
+$1.55K
|
+17
|
+0.5%
|
|
|
631
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$301K
|
+$301K
|
+3,302
|
New
|
|
|
632
|
Clearstead Advisors
Cleveland,
Ohio
|
$300K
|
+$299K
|
+3,287
|
New
|
|
|
633
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$300K
|
+$299K
|
+3,288
|
New
|
|
|
634
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$296K
|
-$18.2K
|
-200
|
-6%
|
|
|
635
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$294K
|
-$91
|
-1
|
-0%
|
|
|
636
|
Moors & Cabot
Boston,
Massachusetts
|
$293K
|
+$455
|
+5
|
+0.2%
|
|
|
637
|
Legacy Private Trust
Neenah,
Wisconsin
|
$289K
|
-$210K
|
-2,302
|
-42%
|
|
|
638
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$286K
|
–
|
–
|
–
|
|
|
639
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$282K
|
-$30K
|
-330
|
-10%
|
|
|
640
|
Heritage Way Advisors
Rockford,
Illinois
|
$280K
|
+$18.2K
|
+200
|
+7%
|
|
|
641
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$279K
|
+$278K
|
+3,057
|
New
|
|
|
642
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$275K
|
–
|
–
|
–
|
|
|
643
|
Cambridge Trust
Cambridge,
Massachusetts
|
$274K
|
+$8.1K
|
+89
|
+3%
|
|
|
644
|
Cobblestone Capital Advisors
Rochester,
New York
|
$273K
|
-$27.3K
|
-300
|
-9%
|
|
|
645
|
Yorktown Management & Research Company
Forest,
Virginia
|
$273K
|
–
|
–
|
–
|
|
|
646
|
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
|
$273K
|
+$18.2K
|
+200
|
+7%
|
|
|
647
|
Avior Wealth Management
Omaha,
Nebraska
|
$271K
|
-$113K
|
-1,240
|
-29%
|
|
|
648
|
Capital One National Association
New York
|
$271K
|
+$17K
|
+187
|
+7%
|
|
|
649
|
HL Financial Services
Louisville,
Kentucky
|
$271K
|
+$19.5K
|
+214
|
+8%
|
|
|
650
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$271K
|
+$271K
|
+2,975
|
New
|
|
