|
326
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$427K
|
–
|
–
|
–
|
|
|
327
|
Keystone Wealth Services
Palm Desert,
California
|
$423K
|
–
|
–
|
–
|
|
|
328
|
Regions Financial Corp
Birmingham,
Alabama
|
$400K
|
-$22.3K
|
-204
|
-6%
|
|
|
329
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$396K
|
–
|
–
|
–
|
|
|
330
|
Fred Alger Management
New York
|
$393K
|
–
|
–
|
–
|
|
|
331
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$391K
|
+$22.3K
|
+204
|
+7%
|
|
|
332
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$390K
|
+$89.2K
|
+817
|
+34%
|
|
|
333
|
Kestra Advisory Services
Austin,
Texas
|
$381K
|
+$31.3K
|
+287
|
+10%
|
|
|
334
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
|
$379K
|
+$3.38K
|
+31
|
+1%
|
|
|
335
|
Parsons Capital Management
Providence,
Rhode Island
|
$378K
|
–
|
–
|
–
|
|
|
336
|
Vontobel Holding
Zurich,
Switzerland
|
$373K
|
-$25.5K
|
-234
|
-7%
|
|
|
337
|
Davenport & Co
Richmond,
Virginia
|
$373K
|
+$125K
|
+1,142
|
+58%
|
|
|
338
|
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
|
$371K
|
–
|
–
|
–
|
|
|
339
|
Tocqueville Asset Management
New York
|
$363K
|
+$32.7K
|
+300
|
+11%
|
|
|
340
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$356K
|
-$10.9K
|
-100
|
-3%
|
|
|
341
|
Veritable
Wilmington,
Delaware
|
$355K
|
+$12.7K
|
+116
|
+4%
|
|
|
342
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$355K
|
+$47.9K
|
+439
|
+17%
|
|
|
343
|
Corient Private Wealth
Miami,
Florida
|
$345K
|
-$1.1M
|
-10,093
|
-78%
|
|
|
344
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$344K
|
+$37.9K
|
+347
|
+14%
|
|
|
345
|
InceptionR
Lafayette,
California
|
$339K
|
-$844K
|
-7,732
|
-73%
|
|
|
346
|
Breakwater Capital Group
Paramus,
New Jersey
|
$337K
|
–
|
–
|
–
|
|
|
347
|
Boothbay Fund Management
New York
|
$336K
|
-$604K
|
-5,530
|
-66%
|
|
|
348
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$326K
|
-$72K
|
-660
|
-20%
|
|
|
349
|
US Asset Management LLC
Pittsburgh,
Pennsylvania
|
$323K
|
–
|
–
|
–
|
|
|
350
|
Lazard Asset Management
New York
|
$321K
|
-$287K
|
-2,631
|
-49%
|
|
