|
701
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$444K
|
+$365K
|
+3,386
|
New
|
|
|
702
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$439K
|
+$58K
|
+538
|
+20%
|
|
|
703
|
Personal CFO Solutions
Chester,
New Jersey
|
$439K
|
-$56.6K
|
-525
|
-14%
|
|
|
704
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$437K
|
–
|
–
|
–
|
|
|
705
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$433K
|
+$12.4K
|
+115
|
+4%
|
|
|
706
|
Acropolis Investment Management
St. Louis,
Missouri
|
$429K
|
-$48.4K
|
-449
|
-12%
|
|
|
707
|
Epoch Investment Partners
New York
|
$429K
|
–
|
–
|
–
|
|
|
708
|
Stonegate Investment Group
Birmingham,
Alabama
|
$425K
|
-$3.77K
|
-35
|
-1%
|
|
|
709
|
Diversified Investment Strategies
Baton Rouge,
Louisiana
|
$423K
|
-$21.6K
|
-200
|
-6%
|
|
|
710
|
NorthRock Partners
Minneapolis,
Minnesota
|
$423K
|
+$107K
|
+990
|
+44%
|
|
|
711
|
Conning Inc
Hartford,
Connecticut
|
$422K
|
–
|
–
|
–
|
|
|
712
|
Ingalls & Snyder LLC
New York
|
$418K
|
–
|
–
|
–
|
|
|
713
|
Verus Financial Partners
Richmond,
Virginia
|
$418K
|
+$431
|
+4
|
+0.1%
|
|
|
714
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$418K
|
-$9.49K
|
-88
|
-3%
|
|
|
715
|
Financial Security Advisor
Virginia Beach,
Virginia
|
$417K
|
-$17.2K
|
-159
|
-5%
|
|
|
716
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$416K
|
–
|
–
|
–
|
|
|
717
|
XML Financial
Bethesda,
Maryland
|
$415K
|
-$3.45K
|
-32
|
-1%
|
|
|
718
|
Abbrea Capital
Greenbrae,
California
|
$415K
|
+$6.47K
|
+60
|
+2%
|
|
|
719
|
Clarius Group LLC
Seattle,
Washington
|
$414K
|
-$64.2K
|
-595
|
-16%
|
|
|
720
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$407K
|
-$1.4K
|
-13
|
-0.4%
|
|
|
721
|
GAMMA Investing
Foster City,
California
|
$403K
|
+$322K
|
+2,981
|
New
|
|
|
722
|
Aspiriant LLC
Los Angeles,
California
|
$403K
|
+$17K
|
+158
|
+5%
|
|
|
723
|
tru Independence
Portland,
Oregon
|
$402K
|
+$647
|
+6
|
+0.2%
|
|
|
724
|
Bay Colony Advisors
Concord,
Massachusetts
|
$396K
|
+$325K
|
+3,017
|
New
|
|
|
725
|
Plimoth Trust
Plymouth,
Massachusetts
|
$393K
|
-$20.5K
|
-190
|
-6%
|
|
