|
676
|
Crestline Management
Fort Worth,
Texas
|
$1.02M
|
+$965K
|
+16,000
|
New
|
|
|
677
|
HighTower Trust
Houston,
Texas
|
$1.02M
|
+$24.6K
|
+407
|
+3%
|
|
|
678
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.02M
|
+$260K
|
+4,305
|
+37%
|
|
|
679
|
Searle & Co
Greenwich,
Connecticut
|
$1.01M
|
–
|
–
|
–
|
|
|
680
|
Essex LLC
Deer Park,
Illinois
|
$1.01M
|
+$23.8K
|
+394
|
+3%
|
|
|
681
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$1.01M
|
+$39.9K
|
+662
|
+4%
|
|
|
682
|
Berkeley Capital Partners
Milton,
Georgia
|
$1.01M
|
+$499K
|
+8,271
|
+110%
|
|
|
683
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$1.01M
|
+$475K
|
+7,870
|
+99%
|
|
|
684
|
LGT Group Foundation
Vaduz,
Liechtenstein
|
$1.01M
|
+$523K
|
+8,668
|
+124%
|
|
|
685
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$1M
|
-$16.5K
|
-274
|
-2%
|
|
|
686
|
Leavell Investment Management
Mobile,
Alabama
|
$991K
|
-$51.9K
|
-861
|
-5%
|
|
|
687
|
Excalibur Management
Waltham,
Massachusetts
|
$991K
|
+$19K
|
+315
|
+2%
|
|
|
688
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$988K
|
+$318K
|
+5,276
|
+52%
|
|
|
689
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$984K
|
-$5.9M
|
-97,791
|
-86%
|
|
|
690
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$982K
|
-$6.94K
|
-115
|
-0.7%
|
|
|
691
|
Plimoth Trust
Plymouth,
Massachusetts
|
$971K
|
+$6.33K
|
+105
|
+0.7%
|
|
|
692
|
Sawyer & Company
Boston,
Massachusetts
|
$968K
|
–
|
–
|
–
|
|
|
693
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$961K
|
+$48.7K
|
+808
|
+6%
|
|
|
694
|
Williams Jones Wealth Management
New York
|
$960K
|
+$210K
|
+3,482
|
+30%
|
|
|
695
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$959K
|
-$154K
|
-2,547
|
-14%
|
|
|
696
|
P.A.W. Capital
Greenwich,
Connecticut
|
$956K
|
–
|
–
|
–
|
|
|
697
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
$955K
|
-$6.51K
|
-108
|
-0.7%
|
|
|
698
|
Longfellow Investment Management
Boston,
Massachusetts
|
$955K
|
–
|
–
|
–
|
|
|
699
|
Chicago Trust
Grayslake,
Illinois
|
$953K
|
+$454K
|
+7,531
|
+101%
|
|
|
700
|
Intersect Capital
San Ramon,
California
|
$946K
|
+$310K
|
+5,141
|
+53%
|
|
