|
476
|
Mason Investment Advisory Services
Reston,
Virginia
|
$250K
|
-$962K
|
-5,628
|
-78%
|
|
|
477
|
Asset Dedication LLC
San Francisco,
California
|
$249K
|
+$1.2K
|
+7
|
+0.5%
|
|
|
478
|
Cambridge Trust
Cambridge,
Massachusetts
|
$248K
|
+$51.4K
|
+301
|
+24%
|
|
|
479
|
IEQ Capital
Foster City,
California
|
$245K
|
-$140K
|
-818
|
-35%
|
|
|
480
|
KeyBank National Association
Cleveland,
Ohio
|
$242K
|
-$109K
|
-637
|
-30%
|
|
|
481
|
Vantage Wealth
Pasadena,
California
|
$238K
|
-$2.39K
|
-14
|
-0.9%
|
|
|
482
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$235K
|
–
|
–
|
–
|
|
|
483
|
Prospera Financial Services
Dallas,
Texas
|
$234K
|
-$29K
|
-170
|
-11%
|
|
|
484
|
Caldwell Trust
Venice,
Florida
|
$234K
|
+$15.4K
|
+90
|
+7%
|
|
|
485
|
Eudaimonia Partners
Winchester,
Tennessee
|
$232K
|
+$2.9K
|
+17
|
+1%
|
|
|
486
|
Fulton Bank
Lancaster,
Pennsylvania
|
$229K
|
+$1.71K
|
+10
|
+0.7%
|
|
|
487
|
Barings
Charlotte,
North Carolina
|
$228K
|
-$15.7K
|
-92
|
-6%
|
|
|
488
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$225K
|
+$34K
|
+199
|
+17%
|
|
|
489
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$223K
|
–
|
–
|
–
|
|
|
490
|
Seven Eight Capital
New York
|
$223K
|
+$235K
|
+1,376
|
New
|
|
|
491
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$219K
|
+$21.2K
|
+124
|
+10%
|
|
|
492
|
Meridian Financial
Holliston,
Massachusetts
|
$215K
|
+$513
|
+3
|
+0.2%
|
|
|
493
|
Bay Colony Advisors
Concord,
Massachusetts
|
$215K
|
-$29.9K
|
-175
|
-13%
|
|
|
494
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$214K
|
+$28.7K
|
+168
|
+15%
|
|
|
495
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$212K
|
-$2.73K
|
-16
|
-1%
|
|
|
496
|
Curi Wealth Management
Raleigh,
North Carolina
|
$212K
|
+$7.86K
|
+46
|
+4%
|
|
|
497
|
Corient Capital Partners
Newport Beach,
California
|
$210K
|
-$29.7K
|
-174
|
-12%
|
|
|
498
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$202K
|
+$214K
|
+1,250
|
New
|
|
|
499
|
|
$196K
|
-$77.6K
|
-454
|
-27%
|
|
|
500
|
Central Trust Company
Jefferson City,
Missouri
|
$195K
|
-$5.13K
|
-30
|
-2%
|
|
