|
626
|
Summit Financial Strategies
Columbus,
Ohio
|
$301K
|
+$16.5K
|
+151
|
+6%
|
|
|
627
|
Capital One National Association
New York
|
$298K
|
–
|
–
|
–
|
|
|
628
|
Managed Account Services
Coconut Grove,
Florida
|
$298K
|
+$302K
|
+2,758
|
New
|
|
|
629
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$297K
|
-$122K
|
-1,117
|
-29%
|
|
|
630
|
SouthState Corp
Winter Haven,
Florida
|
$292K
|
+$10.4K
|
+95
|
+4%
|
|
|
631
|
Meridian Wealth Management
Lexington,
Kentucky
|
$286K
|
+$290K
|
+2,648
|
New
|
|
|
632
|
Wedgewood Investors
Erie,
Pennsylvania
|
$284K
|
–
|
–
|
–
|
|
|
633
|
Rockland Trust
Hanover,
Massachusetts
|
$284K
|
+$72.9K
|
+665
|
+34%
|
|
|
634
|
Abbrea Capital
Greenbrae,
California
|
$284K
|
+$288K
|
+2,625
|
New
|
|
|
635
|
CIBC Bank USA
Chicago,
Illinois
|
$283K
|
-$117K
|
-1,064
|
-29%
|
|
|
636
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$282K
|
-$1.48M
|
-13,471
|
-84%
|
|
|
637
|
NewEdge Advisors
New Orleans,
Louisiana
|
$281K
|
-$181K
|
-1,648
|
-39%
|
|
|
638
|
Modera Wealth Management
Westwood,
New Jersey
|
$280K
|
+$284K
|
+2,593
|
New
|
|
|
639
|
Millie Capital Management
Walnut Creek,
California
|
$279K
|
–
|
–
|
–
|
|
|
640
|
SEI Investments
Oaks,
Pennsylvania
|
$276K
|
-$730K
|
-6,663
|
-72%
|
|
|
641
|
Reilly Financial Advisors
La Mesa,
California
|
$274K
|
-$11.5K
|
-105
|
-4%
|
|
|
642
|
Old Mission Capital
Chicago,
Illinois
|
$274K
|
+$278K
|
+2,536
|
New
|
|
|
643
|
Glenview Trust
Louisville,
Kentucky
|
$273K
|
+$277K
|
+2,531
|
New
|
|
|
644
|
Nomura Asset Management
Tokyo,
Japan
|
$268K
|
-$219K
|
-2,000
|
-45%
|
|
|
645
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$264K
|
-$9.2K
|
-84
|
-3%
|
|
|
646
|
Weatherly Asset Management
Del Mar,
California
|
$264K
|
–
|
–
|
–
|
|
|
647
|
Connable Office Inc
Kalamazoo,
Michigan
|
$264K
|
+$267K
|
+2,440
|
New
|
|
|
648
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$262K
|
+$8.22K
|
+75
|
+3%
|
|
|
649
|
Bison Wealth
Atlanta,
Georgia
|
$260K
|
–
|
–
|
–
|
|
|
650
|
Moneywise Inc
Forest,
Virginia
|
$259K
|
+$329
|
+3
|
+0.1%
|
|
