|
601
|
Segment Wealth Management
Houston,
Texas
|
$1.02M
|
+$272
|
+3
|
+0%
|
|
|
602
|
Summitry LLC
Foster City,
California
|
$1.02M
|
+$58.5K
|
+645
|
+6%
|
|
|
603
|
Garcia Hamilton & Associates
Houston,
Texas
|
$1.01M
|
-$67.8K
|
-748
|
-6%
|
|
|
604
|
TDAM USA
Toronto,
Ontario, Canada
|
$1.01M
|
-$108K
|
-1,195
|
-10%
|
|
|
605
|
Farmers Trust Company
Youngstown,
Ohio
|
$1.01M
|
-$90.6K
|
-1,000
|
-8%
|
|
|
606
|
Penobscot Investment Management
Boston,
Massachusetts
|
$1M
|
–
|
–
|
–
|
|
|
607
|
Level Four Advisory Services
Dallas,
Texas
|
$1M
|
+$981K
|
+10,823
|
New
|
|
|
608
|
|
$989K
|
-$1.28M
|
-14,112
|
-57%
|
|
|
609
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$989K
|
-$55.6K
|
-613
|
-5%
|
|
|
610
|
Savant Capital
Rockford,
Illinois
|
$986K
|
+$199K
|
+2,192
|
+26%
|
|
|
611
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$985K
|
-$1.36K
|
-15
|
-0.1%
|
|
|
612
|
CG Asset Management
New York
|
$981K
|
-$31.7K
|
-350
|
-3%
|
|
|
613
|
SouthState Corp
Winter Haven,
Florida
|
$977K
|
-$110K
|
-1,210
|
-10%
|
|
|
614
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$970K
|
+$473K
|
+5,223
|
+100%
|
|
|
615
|
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
$964K
|
+$943K
|
+10,400
|
New
|
|
|
616
|
|
$959K
|
-$25.2K
|
-278
|
-3%
|
|
|
617
|
Advisor Partners
Walnut Creek,
California
|
$954K
|
+$74.8K
|
+825
|
+9%
|
|
|
618
|
Elkfork Partners
Portland,
Oregon
|
$943K
|
+$921K
|
+10,166
|
New
|
|
|
619
|
Eastern Bank
Boston,
Massachusetts
|
$942K
|
-$29.5K
|
-325
|
-3%
|
|
|
620
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$939K
|
–
|
–
|
–
|
|
|
621
|
Creative Financial Designs
Kokomo,
Indiana
|
$930K
|
+$908K
|
+10,023
|
New
|
|
|
622
|
Bowen Hanes & Co
Ponte Vedra Beach,
Florida
|
$929K
|
+$11.3K
|
+125
|
+1%
|
|
|
623
|
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
|
$927K
|
–
|
–
|
–
|
|
|
624
|
Lee Capital Management
New York
|
$927K
|
+$906K
|
+10,000
|
New
|
|
|
625
|
Koshinski Asset Management
Decatur,
Illinois
|
$919K
|
-$59.7K
|
-659
|
-6%
|
|
