|
851
|
Essex Financial Services
Essex,
Connecticut
|
$1.05M
|
–
|
–
|
–
|
|
|
852
|
Stoneridge Investment Partners
Radnor,
Pennsylvania
|
$1.04M
|
–
|
–
|
–
|
|
|
853
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$1.04M
|
+$344K
|
+943
|
+47%
|
|
|
854
|
GW & Wade
Wellesley,
Massachusetts
|
$1.03M
|
+$730
|
+2
|
+0.1%
|
|
|
855
|
First National Bank of Omaha
Omaha,
Nebraska
|
$1.03M
|
–
|
–
|
–
|
|
|
856
|
Insight Wealth Strategies
San Ramon,
California
|
$1.02M
|
-$280K
|
-768
|
-21%
|
|
|
857
|
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
|
$1.02M
|
–
|
–
|
–
|
|
|
858
|
Great Diamond Partners
Portland,
Maine
|
$1.02M
|
+$22.6K
|
+62
|
+2%
|
|
|
859
|
Realta Investment Advisors
Wilmington,
Delaware
|
$1.01M
|
-$133K
|
-363
|
-11%
|
|
|
860
|
Cadence Bank NA
Houston,
Texas
|
$1.01M
|
-$53.3K
|
-146
|
-5%
|
|
|
861
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$1.01M
|
-$111K
|
-305
|
-10%
|
|
|
862
|
Riverview Trust Company
Vancouver,
Washington
|
$1.01M
|
-$43.8K
|
-120
|
-4%
|
|
|
863
|
Sippican Capital Advisors
Boston,
Massachusetts
|
$1M
|
-$23.7K
|
-65
|
-2%
|
|
|
864
|
Homrich & Berg
Atlanta,
Georgia
|
$1M
|
+$178K
|
+489
|
+21%
|
|
|
865
|
WBH Advisory
Baltimore,
Maryland
|
$1M
|
-$3.29K
|
-9
|
-0.3%
|
|
|
866
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$995K
|
-$2.19K
|
-6
|
-0.2%
|
|
|
867
|
Point72 Asset Management
Stamford,
Connecticut
|
$985K
|
+$1.02M
|
+2,793
|
New
|
|
|
868
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$981K
|
-$35K
|
-96
|
-3%
|
|
|
869
|
First United Bank & Trust
Oakland,
Maryland
|
$977K
|
-$82.1K
|
-225
|
-8%
|
|
|
870
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$976K
|
–
|
–
|
–
|
|
|
871
|
Abacus Planning Group
Columbia,
South Carolina
|
$975K
|
–
|
–
|
–
|
|
|
872
|
Evercore Wealth Management
New York
|
$974K
|
-$28.5K
|
-78
|
-3%
|
|
|
873
|
HM Payson & Co
Portland,
Maine
|
$973K
|
-$29.9K
|
-82
|
-3%
|
|
|
874
|
Monetary Management Group
St Louis,
Missouri
|
$970K
|
–
|
–
|
–
|
|
|
875
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$969K
|
+$16.1K
|
+44
|
+2%
|
|
