|
326
|
Boston Trust Walden
Boston,
Massachusetts
|
$872K
|
-$150K
|
-1,385
|
-14%
|
|
|
327
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$872K
|
-$481K
|
-4,430
|
-34%
|
|
|
328
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$869K
|
-$166K
|
-1,526
|
-15%
|
|
|
329
|
Country Club Bank
Kansas City,
Missouri
|
$866K
|
-$100K
|
-925
|
-10%
|
|
|
330
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
$859K
|
+$171K
|
+1,578
|
+23%
|
|
|
331
|
JLB & Associates
Plymouth,
Michigan
|
$855K
|
-$741K
|
-6,828
|
-45%
|
|
|
332
|
Raleigh Capital Management
Cary,
North Carolina
|
$846K
|
+$47.8K
|
+441
|
+6%
|
|
|
333
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$846K
|
-$89.8K
|
-828
|
-9%
|
|
|
334
|
TD Asset Management
Toronto,
Ontario, Canada
|
$845K
|
+$759
|
+7
|
+0.1%
|
|
|
335
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$840K
|
–
|
–
|
–
|
|
|
336
|
Euro Pacific Asset Management
Dorado,
Puerto Rico
|
$837K
|
+$22.9K
|
+211
|
+3%
|
|
|
337
|
Wealthspire Advisors (New York)
New York
|
$837K
|
-$11K
|
-101
|
-1%
|
|
|
338
|
Parallel Advisors
San Francisco,
California
|
$829K
|
+$47.6K
|
+439
|
+6%
|
|
|
339
|
State Street
Boston,
Massachusetts
|
$825K
|
–
|
–
|
–
|
|
|
340
|
Hutchinson Financial Advisors
Glen Allen,
Virginia
|
$824K
|
+$886K
|
+8,169
|
New
|
|
|
341
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$823K
|
-$14K
|
-129
|
-2%
|
|
|
342
|
Merit Financial Group
Alpharetta,
Georgia
|
$812K
|
+$329K
|
+3,032
|
+60%
|
|
|
343
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$809K
|
+$245K
|
+2,257
|
+39%
|
|
|
344
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$799K
|
+$5.97K
|
+55
|
+0.7%
|
|
|
345
|
Mill Capital Management
Concord,
North Carolina
|
$799K
|
-$154K
|
-1,417
|
-15%
|
|
|
346
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$798K
|
-$58.8K
|
-542
|
-6%
|
|
|
347
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$792K
|
-$976
|
-9
|
-0.1%
|
|
|
348
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$791K
|
+$87.8K
|
+809
|
+12%
|
|
|
349
|
Tevis Investment Management
Plano,
Texas
|
$787K
|
-$658K
|
-6,064
|
-44%
|
|
|
350
|
Modera Wealth Management
Westwood,
New Jersey
|
$781K
|
+$20.4K
|
+188
|
+2%
|
|
