|
601
|
SimplyRich
Carlsbad,
California
|
$304K
|
–
|
–
|
–
|
|
|
602
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$304K
|
+$8.36K
|
+119
|
+3%
|
|
|
603
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$304K
|
+$10.1K
|
+143
|
+3%
|
|
|
604
|
Tokio Marine Asset Management
Tokyo,
Japan
|
$300K
|
+$56.6K
|
+806
|
+22%
|
|
|
605
|
Commons Capital
Needham,
Massachusetts
|
$300K
|
+$318K
|
+4,528
|
New
|
|
|
606
|
|
$299K
|
+$64.6K
|
+919
|
+26%
|
|
|
607
|
Glenview Trust
Louisville,
Kentucky
|
$298K
|
+$562
|
+8
|
+0.2%
|
|
|
608
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$298K
|
+$68.8K
|
+979
|
+28%
|
|
|
609
|
Hilltop Holdings
Dallas,
Texas
|
$297K
|
–
|
–
|
–
|
|
|
610
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$296K
|
–
|
–
|
–
|
|
|
611
|
Sunbelt Securities
Houston,
Texas
|
$293K
|
+$23.1K
|
+329
|
+8%
|
|
|
612
|
Coronation Fund Managers
Cape Town,
South Africa
|
$292K
|
+$311K
|
+4,419
|
New
|
|
|
613
|
InterOcean Capital Group
Nashville,
Tennessee
|
$288K
|
+$306K
|
+4,347
|
New
|
|
|
614
|
Evercore Wealth Management
New York
|
$286K
|
–
|
–
|
–
|
|
|
615
|
Private Capital Group
West Hartford,
Connecticut
|
$284K
|
-$23.1K
|
-328
|
-7%
|
|
|
616
|
ALPS Advisors
Denver,
Colorado
|
$284K
|
-$3.16K
|
-45
|
-1%
|
|
|
617
|
Custos Family Office
Austin,
Texas
|
$283K
|
-$8.64K
|
-123
|
-3%
|
|
|
618
|
CVA Family Office
Denver,
Colorado
|
$282K
|
-$47.4K
|
-675
|
-14%
|
|
|
619
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$282K
|
-$29.6K
|
-421
|
-9%
|
|
|
620
|
Anchor Investment Management
Columbia,
South Carolina
|
$281K
|
-$154K
|
-2,185
|
-34%
|
|
|
621
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$281K
|
+$1.76K
|
+25
|
+0.6%
|
|
|
622
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$281K
|
+$298K
|
+4,245
|
New
|
|
|
623
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$279K
|
–
|
–
|
–
|
|
|
624
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$278K
|
–
|
–
|
–
|
|
|
625
|
Mason Investment Advisory Services
Reston,
Virginia
|
$277K
|
-$1.46M
|
-20,755
|
-83%
|
|
