|
601
|
Fiduciary Trust
Boston,
Massachusetts
|
$356K
|
-$81K
|
-600
|
-18%
|
|
|
602
|
Aspiriant LLC
Los Angeles,
California
|
$356K
|
-$3.78K
|
-28
|
-1%
|
|
|
603
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$356K
|
–
|
–
|
–
|
|
|
604
|
Crawford Investment Counsel
Atlanta,
Georgia
|
$355K
|
–
|
–
|
–
|
|
|
605
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$353K
|
–
|
–
|
–
|
|
|
606
|
Pacer Advisors
Malvern,
Pennsylvania
|
$352K
|
+$27.4K
|
+203
|
+8%
|
|
|
607
|
Frontier Wealth Management
Kansas City,
Missouri
|
$350K
|
–
|
–
|
–
|
|
|
608
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$348K
|
-$135K
|
-1,000
|
-28%
|
|
|
609
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$348K
|
+$53.8K
|
+399
|
+18%
|
|
|
610
|
WBH Advisory
Baltimore,
Maryland
|
$345K
|
+$10.8K
|
+80
|
+3%
|
|
|
611
|
Hamel Associates
Chatham,
New Jersey
|
$343K
|
–
|
–
|
–
|
|
|
612
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$343K
|
+$61.4K
|
+455
|
+21%
|
|
|
613
|
Moors & Cabot
Boston,
Massachusetts
|
$339K
|
+$4.05K
|
+30
|
+1%
|
|
|
614
|
NewEdge Advisors
New Orleans,
Louisiana
|
$337K
|
-$135
|
-1
|
-0%
|
|
|
615
|
Vaughan David Investments
Peoria,
Illinois
|
$337K
|
–
|
–
|
–
|
|
|
616
|
Fisher Asset Management
Camas,
Washington
|
$337K
|
+$25.4K
|
+188
|
+8%
|
|
|
617
|
Wellington Management Group
Boston,
Massachusetts
|
$334K
|
+$338K
|
+2,503
|
New
|
|
|
618
|
Duncker Streett & Co
St. Louis,
Missouri
|
$333K
|
-$10.5K
|
-78
|
-3%
|
|
|
619
|
Tocqueville Asset Management
New York
|
$332K
|
-$5.13K
|
-38
|
-2%
|
|
|
620
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$331K
|
+$135
|
+1
|
+0%
|
|
|
621
|
Carderock Capital Management
Chevy Chase,
Maryland
|
$327K
|
–
|
–
|
–
|
|
|
622
|
Global Endowment Management
Charlotte,
North Carolina
|
$326K
|
–
|
–
|
–
|
|
|
623
|
GSB Wealth Management
Guilford,
Connecticut
|
$323K
|
–
|
–
|
–
|
|
|
624
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$320K
|
+$270
|
+2
|
+0.1%
|
|
|
625
|
Beaton Management Company
Haverhill,
Massachusetts
|
$320K
|
+$324K
|
+2,400
|
New
|
|
