|
901
|
Dodge & Cox
San Francisco,
California
|
$400K
|
–
|
–
|
–
|
|
|
902
|
Eagle Bluffs Wealth Management
Columbia,
Missouri
|
$397K
|
+$385K
|
+2,052
|
New
|
|
|
903
|
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
$396K
|
–
|
–
|
–
|
|
|
904
|
MBB Public Markets
Chicago,
Illinois
|
$394K
|
+$383K
|
+2,037
|
New
|
|
|
905
|
Peterson Wealth Services
South Ogden,
Utah
|
$394K
|
+$383K
|
+2,038
|
New
|
|
|
906
|
Trillium Asset Management
Boston,
Massachusetts
|
$393K
|
-$152K
|
-808
|
-28%
|
|
|
907
|
Aureus Asset Management
Boston,
Massachusetts
|
$393K
|
-$22.2K
|
-118
|
-5%
|
|
|
908
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$392K
|
–
|
–
|
–
|
|
|
909
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$392K
|
+$381K
|
+2,030
|
New
|
|
|
910
|
Proficio Capital Partners
Newton,
Massachusetts
|
$390K
|
-$5.82K
|
-31
|
-2%
|
|
|
911
|
Carret Asset Management
New York
|
$389K
|
–
|
–
|
–
|
|
|
912
|
Summit Financial Group
Moorefield,
West Virginia
|
$389K
|
+$22.7K
|
+121
|
+6%
|
|
|
913
|
SeaCrest Wealth Management
Purchase,
New York
|
$388K
|
+$4.32K
|
+23
|
+1%
|
|
|
914
|
Morse Asset Management
Darien,
Connecticut
|
$387K
|
-$188K
|
-1,000
|
-33%
|
|
|
915
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$387K
|
–
|
–
|
–
|
|
|
916
|
Williams Jones Wealth Management
New York
|
$386K
|
+$9.96K
|
+53
|
+3%
|
|
|
917
|
Pitcairn
Conshohocken,
Pennsylvania
|
$382K
|
–
|
–
|
–
|
|
|
918
|
Manchester Capital Management
Manchester,
Vermont
|
$382K
|
+$44.1K
|
+235
|
+14%
|
|
|
919
|
Hancock Whitney
Gulfport,
Mississippi
|
$379K
|
-$50.7K
|
-270
|
-12%
|
|
|
920
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$379K
|
–
|
–
|
–
|
|
|
921
|
Joel Isaacson & Co
New York
|
$378K
|
–
|
–
|
–
|
|
|
922
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$377K
|
+$4.88K
|
+26
|
+1%
|
|
|
923
|
Center for Financial Planning
Southfied,
Michigan
|
$377K
|
+$13.5K
|
+72
|
+4%
|
|
|
924
|
Hancock Whitney Investment Services
New Orleans,
Louisiana
|
$372K
|
+$363K
|
+1,933
|
New
|
|
|
925
|
JT Stratford LLC
Gainesville,
Georgia
|
$368K
|
+$357K
|
+1,903
|
New
|
|
