|
601
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
$408K
|
+$16K
|
+184
|
+4%
|
|
|
602
|
Anchor Investment Management
Columbia,
South Carolina
|
$406K
|
–
|
–
|
–
|
|
|
603
|
First Midwest Bank Trust Division
Joliet,
Illinois
|
$404K
|
-$20.8K
|
-240
|
-5%
|
|
|
604
|
Rockefeller Capital Management
New York
|
$400K
|
+$12.5K
|
+144
|
+3%
|
|
|
605
|
Brown Advisory Securities
Baltimore,
Maryland
|
$398K
|
-$19.1K
|
-220
|
-5%
|
|
|
606
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$393K
|
+$387K
|
+4,452
|
New
|
|
|
607
|
HoyleCohen
San Diego,
California
|
$389K
|
–
|
–
|
–
|
|
|
608
|
Davenport & Co
Richmond,
Virginia
|
$388K
|
–
|
–
|
–
|
|
|
609
|
Cambridge Trust
Cambridge,
Massachusetts
|
$382K
|
-$33K
|
-380
|
-8%
|
|
|
610
|
Security National Trust
Wheeling,
West Virginia
|
$380K
|
–
|
–
|
–
|
|
|
611
|
Truepoint Inc
Cincinnati,
Ohio
|
$379K
|
+$372K
|
+4,284
|
New
|
|
|
612
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$375K
|
+$41.7K
|
+480
|
+13%
|
|
|
613
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$369K
|
+$13.9K
|
+160
|
+4%
|
|
|
614
|
NovaPoint Capital
Atlanta,
Georgia
|
$368K
|
+$361K
|
+4,160
|
New
|
|
|
615
|
GW & Wade
Wellesley,
Massachusetts
|
$367K
|
-$21.9K
|
-252
|
-6%
|
|
|
616
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$367K
|
+$61.1K
|
+704
|
+20%
|
|
|
617
|
WealthShield Partners
Cary,
North Carolina
|
$367K
|
+$77.5K
|
+892
|
+27%
|
|
|
618
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$365K
|
-$765K
|
-8,808
|
-68%
|
|
|
619
|
Valley Wealth Managers
Paramus,
New Jersey
|
$364K
|
–
|
–
|
–
|
|
|
620
|
SouthState Corp
Winter Haven,
Florida
|
$363K
|
-$35.8K
|
-412
|
-9%
|
|
|
621
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$361K
|
+$355K
|
+4,084
|
New
|
|
|
622
|
Whittier Trust
South Pasadena,
California
|
$360K
|
+$158K
|
+1,824
|
+81%
|
|
|
623
|
Level Four Advisory Services
Dallas,
Texas
|
$357K
|
-$32.3K
|
-372
|
-8%
|
|
|
624
|
First American Trust
Santa Ana,
California
|
$355K
|
–
|
–
|
–
|
|
|
625
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$354K
|
–
|
–
|
–
|
|
