|
676
|
Brown Brothers Harriman & Co
New York
|
$319K
|
-$270K
|
-3,693
|
-48%
|
|
|
677
|
Wilkinson Global Asset Management
New York
|
$319K
|
–
|
–
|
–
|
|
|
678
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$318K
|
-$32.4K
|
-443
|
-10%
|
|
|
679
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$318K
|
-$139K
|
-1,900
|
-32%
|
|
|
680
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$317K
|
-$3.71M
|
-50,637
|
-93%
|
|
|
681
|
Poehling Capital Management
Madison,
Wisconsin
|
$316K
|
–
|
–
|
–
|
|
|
682
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$316K
|
+$22.5K
|
+307
|
+8%
|
|
|
683
|
Delta Investment Management
San Francisco,
California
|
$316K
|
-$47.6K
|
-650
|
-14%
|
|
|
684
|
Portside Wealth Group
Provo,
Utah
|
$315K
|
-$153K
|
-2,091
|
-34%
|
|
|
685
|
Capital Investment Counsel (Colorado)
Denver,
Colorado
|
$310K
|
+$287K
|
+3,922
|
New
|
|
|
686
|
Wunderlich Capital Managemnt
Memphis,
Tennessee
|
$308K
|
–
|
–
|
–
|
|
|
687
|
Argonautica Private Wealth Management
Wellesley,
Massachusetts
|
$305K
|
+$4.54K
|
+62
|
+2%
|
|
|
688
|
Summit Trail Advisors
New York
|
$304K
|
-$24.6K
|
-336
|
-8%
|
|
|
689
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$301K
|
–
|
–
|
–
|
|
|
690
|
Vident Advisory
Alpharetta,
Georgia
|
$301K
|
+$278K
|
+3,801
|
New
|
|
|
691
|
PDS Planning
Dublin,
Ohio
|
$299K
|
-$39.6K
|
-541
|
-13%
|
|
|
692
|
Forum Financial Management
Lombard,
Illinois
|
$297K
|
–
|
–
|
–
|
|
|
693
|
Harvest Portfolios Group
Oakville,
Ontario, Canada
|
$297K
|
-$11K
|
-150
|
-4%
|
|
|
694
|
NEOS Investment Management
Westport,
Connecticut
|
$292K
|
–
|
–
|
–
|
|
|
695
|
Smart Portfolios LLC
Seattle,
Washington
|
$291K
|
+$252K
|
+3,445
|
New
|
|
|
696
|
Montis Financial
Waltham,
Massachusetts
|
$291K
|
–
|
–
|
–
|
|
|
697
|
Opal Wealth Advisors
Jericho,
New York
|
$291K
|
-$3.88K
|
-53
|
-1%
|
|
|
698
|
NBT Bank
Norwich,
New York
|
$290K
|
+$269K
|
+3,671
|
New
|
|
|
699
|
Evercore Wealth Management
New York
|
$288K
|
-$7.32K
|
-100
|
-3%
|
|
|
700
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$285K
|
–
|
–
|
–
|
|
