|
326
|
Callan Family Office
Radnor,
Pennsylvania
|
$2.31M
|
+$978K
|
+8,591
|
+80%
|
|
|
327
|
Harrington Investments
Napa,
California
|
$2.3M
|
-$62.1K
|
-545
|
-3%
|
|
|
328
|
Cullen Capital Management
New York
|
$2.3M
|
+$24.6K
|
+216
|
+1%
|
|
|
329
|
Tacita Capital
Toronto,
Ontario, Canada
|
$2.3M
|
-$8.54K
|
-75
|
-0.4%
|
|
|
330
|
Truist Financial
Charlotte,
North Carolina
|
$2.28M
|
+$819K
|
+7,192
|
+60%
|
|
|
331
|
Choreo LLC
Rockford,
Illinois
|
$2.25M
|
+$324K
|
+2,847
|
+18%
|
|
|
332
|
Welch & Forbes
Boston,
Massachusetts
|
$2.23M
|
–
|
–
|
–
|
|
|
333
|
Harvest Portfolios Group
Oakville,
Ontario, Canada
|
$2.19M
|
+$407K
|
+3,571
|
+24%
|
|
|
334
|
|
$2.15M
|
–
|
–
|
–
|
|
|
335
|
|
$2.14M
|
-$37.6K
|
-330
|
-2%
|
|
|
336
|
Viewpoint Investment Partners
Calgary,
Alberta, Canada
|
$2.12M
|
–
|
–
|
–
|
|
|
337
|
ICW Investment Advisors
Scottsdale,
Arizona
|
$2.02M
|
-$569
|
-5
|
-0%
|
|
|
338
|
Tudor Financial
Dayton,
Ohio
|
$2M
|
+$11.4K
|
+100
|
+0.6%
|
|
|
339
|
Assenagon Asset Management
Senningerberg,
Luxembourg
|
$1.97M
|
-$74.6K
|
-655
|
-4%
|
|
|
340
|
BFSG LLC
Irvine,
California
|
$1.96M
|
-$3.76K
|
-33
|
-0.2%
|
|
|
341
|
SimplyRich
Carlsbad,
California
|
$1.95M
|
–
|
–
|
–
|
|
|
342
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$1.95M
|
+$1.86M
|
+16,333
|
New
|
|
|
343
|
|
$1.94M
|
+$970K
|
+8,517
|
+109%
|
|
|
344
|
Harbour Trust & Investment Management
Michigan City,
Indiana
|
$1.9M
|
-$183K
|
-1,608
|
-9%
|
|
|
345
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.9M
|
-$17.6K
|
-155
|
-1%
|
|
|
346
|
Kestra Advisory Services
Austin,
Texas
|
$1.89M
|
+$50K
|
+439
|
+3%
|
|
|
347
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.88M
|
+$769K
|
+6,756
|
+81%
|
|
|
348
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$1.86M
|
+$34.2K
|
+300
|
+2%
|
|
|
349
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.85M
|
-$52.9K
|
-465
|
-3%
|
|
|
350
|
|
$1.82M
|
-$2.87M
|
-25,215
|
-62%
|
|
