|
801
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$1.4M
|
-$789K
|
-8,377
|
-36%
|
|
|
802
|
SVB Wealth
Boston,
Massachusetts
|
$1.4M
|
-$282K
|
-2,995
|
-17%
|
|
|
803
|
Choate Investment Advisors
Boston,
Massachusetts
|
$1.4M
|
–
|
–
|
–
|
|
|
804
|
Blue Square Asset Management
New York
|
$1.4M
|
+$12.5K
|
+133
|
+0.9%
|
|
|
805
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$1.39M
|
-$559K
|
-5,935
|
-28%
|
|
|
806
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$1.39M
|
–
|
–
|
–
|
|
|
807
|
Perigon Wealth Management
San Francisco,
California
|
$1.38M
|
+$58.1K
|
+617
|
+4%
|
|
|
808
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$1.37M
|
-$4.99K
|
-53
|
-0.4%
|
|
|
809
|
Barrett Asset Management
New York
|
$1.37M
|
+$59K
|
+627
|
+4%
|
|
|
810
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$1.37M
|
-$604K
|
-6,420
|
-31%
|
|
|
811
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$1.36M
|
-$422K
|
-4,484
|
-23%
|
|
|
812
|
Trustco Bank (New York)
Albany,
New York
|
$1.36M
|
-$4.71K
|
-50
|
-0.3%
|
|
|
813
|
Mill Capital Management
Concord,
North Carolina
|
$1.35M
|
+$1.37M
|
+14,577
|
New
|
|
|
814
|
Bangor Savings Bank
Bangor,
Maine
|
$1.35M
|
+$142K
|
+1,512
|
+12%
|
|
|
815
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$1.34M
|
-$112K
|
-1,189
|
-8%
|
|
|
816
|
SRB Corp
Boston,
Massachusetts
|
$1.34M
|
+$1.35M
|
+14,388
|
New
|
|
|
817
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$1.34M
|
-$109K
|
-1,159
|
-7%
|
|
|
818
|
NBT Bank
Norwich,
New York
|
$1.33M
|
-$54.1K
|
-575
|
-4%
|
|
|
819
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$1.33M
|
+$359K
|
+3,810
|
+36%
|
|
|
820
|
South Dakota Investment Council
Sioux Falls,
South Dakota
|
$1.32M
|
–
|
–
|
–
|
|
|
821
|
Anchor Investment Management
Columbia,
South Carolina
|
$1.32M
|
-$23.5K
|
-250
|
-2%
|
|
|
822
|
Abbrea Capital
Greenbrae,
California
|
$1.31M
|
-$29.7K
|
-315
|
-2%
|
|
|
823
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$1.31M
|
-$8.47K
|
-90
|
-0.6%
|
|
|
824
|
First National Bank of Omaha
Omaha,
Nebraska
|
$1.31M
|
-$455K
|
-4,831
|
-26%
|
|
|
825
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$1.3M
|
+$94
|
+1
|
+0%
|
|
