|
501
|
Colonial Trust
Spartanburg,
South Carolina
|
$259K
|
–
|
–
|
–
|
|
|
502
|
Asset Dedication LLC
San Francisco,
California
|
$257K
|
-$362
|
-2
|
-0.1%
|
|
|
503
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$257K
|
-$13.8K
|
-76
|
-5%
|
|
|
504
|
Procyon Advisors
Shelton,
Connecticut
|
$256K
|
+$253K
|
+1,399
|
New
|
|
|
505
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$254K
|
-$6.34K
|
-35
|
-2%
|
|
|
506
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$254K
|
-$543
|
-3
|
-0.2%
|
|
|
507
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$251K
|
–
|
–
|
–
|
|
|
508
|
Gratus Capital
Atlanta,
Georgia
|
$251K
|
–
|
–
|
–
|
|
|
509
|
Covenant Partners
Nashville,
Tennessee
|
$250K
|
-$6.34K
|
-35
|
-2%
|
|
|
510
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$247K
|
+$244K
|
+1,350
|
New
|
|
|
511
|
Meridian Financial
Holliston,
Massachusetts
|
$243K
|
–
|
–
|
–
|
|
|
512
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$242K
|
+$1.09K
|
+6
|
+0.4%
|
|
|
513
|
Centurion Wealth Management
Mclean,
Virginia
|
$242K
|
+$240K
|
+1,325
|
New
|
|
|
514
|
Caldwell Trust
Venice,
Florida
|
$242K
|
–
|
–
|
–
|
|
|
515
|
Tectonic Advisors
Frisco,
Texas
|
$239K
|
+$237K
|
+1,308
|
New
|
|
|
516
|
Northern Financial Advisors
Bloomfield Hills,
Michigan
|
$238K
|
-$181
|
-1
|
-0.1%
|
|
|
517
|
|
$237K
|
-$9.23K
|
-51
|
-4%
|
|
|
518
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$234K
|
-$1.63K
|
-9
|
-0.7%
|
|
|
519
|
Equitable Holdings
New York
|
$234K
|
+$232K
|
+1,279
|
New
|
|
|
520
|
Coldstream Capital Management
Bellevue,
Washington
|
$231K
|
+$15.6K
|
+86
|
+7%
|
|
|
521
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$231K
|
–
|
–
|
–
|
|
|
522
|
DFPG Investments
Sandy,
Utah
|
$225K
|
+$229K
|
+1,267
|
New
|
|
|
523
|
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
$223K
|
-$127K
|
-701
|
-36%
|
|
|
524
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$220K
|
-$13.9K
|
-77
|
-6%
|
|
|
525
|
Horizon Investments
Charlotte,
North Carolina
|
$215K
|
-$181
|
-1
|
-0.1%
|
|
