|
401
|
First National Trust
Hermitage,
Pennsylvania
|
$6.95M
|
-$627K
|
-7,777
|
-8%
|
|
|
402
|
Neuberger Berman Group
New York
|
$6.82M
|
-$5.58M
|
-69,201
|
-45%
|
|
|
403
|
Summit Asset Management
Memphis,
Tennessee
|
$6.75M
|
–
|
–
|
–
|
|
|
404
|
Lido Advisors
Los Angeles,
California
|
$6.73M
|
+$367K
|
+4,558
|
+6%
|
|
|
405
|
Sandy Spring Bank
Olney,
Maryland
|
$6.72M
|
-$155K
|
-1,923
|
-2%
|
|
|
406
|
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
|
$6.69M
|
-$227K
|
-2,820
|
-3%
|
|
|
407
|
Chevy Chase Trust
Bethesda,
Maryland
|
$6.67M
|
-$70.8K
|
-878
|
-1%
|
|
|
408
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$6.66M
|
–
|
–
|
–
|
|
|
409
|
IHT Wealth Management
Chicago,
Illinois
|
$6.64M
|
+$94K
|
+1,166
|
+1%
|
|
|
410
|
United Capital Financial Advisors
Irving,
Texas
|
$6.62M
|
-$287K
|
-3,558
|
-4%
|
|
|
411
|
Bolthouse Investments
Bakersfield,
California
|
$6.6M
|
+$242K
|
+3,000
|
+4%
|
|
|
412
|
SEI Investments
Oaks,
Pennsylvania
|
$6.56M
|
+$603K
|
+7,486
|
+10%
|
|
|
413
|
Atomi Financial Group
New York
|
$6.52M
|
-$1.23M
|
-15,225
|
-16%
|
|
|
414
|
Argent Trust Co
Nashville,
Tennessee
|
$6.49M
|
-$167K
|
-2,070
|
-3%
|
|
|
415
|
Tarbox Family Office
Newport Beach,
California
|
$6.43M
|
-$46.9K
|
-582
|
-0.7%
|
|
|
416
|
Lodestar Private Asset Management
Alamo,
California
|
$6.38M
|
+$609K
|
+7,561
|
+11%
|
|
|
417
|
NBT Bank
Norwich,
New York
|
$6.35M
|
+$111K
|
+1,380
|
+2%
|
|
|
418
|
Sincerus Advisory
New York
|
$6.3M
|
+$98.1K
|
+1,217
|
+2%
|
|
|
419
|
LBJ Family Wealth Advisors
Austin,
Texas
|
$6.3M
|
-$1.3M
|
-16,090
|
-17%
|
|
|
420
|
Castleark Management
Chicago,
Illinois
|
$6.28M
|
–
|
–
|
–
|
|
|
421
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$6.26M
|
+$735K
|
+9,125
|
+14%
|
|
|
422
|
LCM Capital Management
Chicago,
Illinois
|
$6.26M
|
+$37.2K
|
+462
|
+0.6%
|
|
|
423
|
Baron Financial Group
Fair Lawn,
New Jersey
|
$6.26M
|
+$82K
|
+1,018
|
+1%
|
|
|
424
|
First Western Trust Bank
Denver,
Colorado
|
$6.25M
|
-$367K
|
-4,558
|
-6%
|
|
|
425
|
ERn Financial LLC
Middleton,
Wisconsin
|
$6.25M
|
-$631K
|
-7,826
|
-9%
|
|
