|
901
|
Penobscot Investment Management
Boston,
Massachusetts
|
$579K
|
+$3.45K
|
+15
|
+0.6%
|
|
|
902
|
Trek Financial
Scottsdale,
Arizona
|
$577K
|
+$600K
|
+2,606
|
New
|
|
|
903
|
Concentric Wealth Management
Lafayette,
California
|
$572K
|
-$25.3K
|
-110
|
-4%
|
|
|
904
|
Chicago Trust
Grayslake,
Illinois
|
$572K
|
+$2.07K
|
+9
|
+0.3%
|
|
|
905
|
Pendal Group
Sydney,
Australia
|
$571K
|
+$337K
|
+1,464
|
+131%
|
|
|
906
|
Carret Asset Management
New York
|
$568K
|
-$6.9K
|
-30
|
-1%
|
|
|
907
|
Secure Asset Management
Troy,
Michigan
|
$568K
|
+$214K
|
+929
|
+57%
|
|
|
908
|
Washington Trust
Westerly,
Rhode Island
|
$566K
|
–
|
–
|
–
|
|
|
909
|
SouthState Corp
Winter Haven,
Florida
|
$563K
|
+$15.6K
|
+68
|
+3%
|
|
|
910
|
North Star Investment Management
Chicago,
Illinois
|
$562K
|
+$14K
|
+61
|
+2%
|
|
|
911
|
Ascent Group
Virginia Beach,
Virginia
|
$559K
|
+$190K
|
+825
|
+50%
|
|
|
912
|
Wealthspire Advisors (New York)
New York
|
$557K
|
+$139K
|
+606
|
+32%
|
|
|
913
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$555K
|
+$35K
|
+152
|
+6%
|
|
|
914
|
American Trust
Lexington,
Kentucky
|
$550K
|
+$13.1K
|
+57
|
+2%
|
|
|
915
|
Chesley Taft & Associates
Chicago,
Illinois
|
$549K
|
+$6.9K
|
+30
|
+1%
|
|
|
916
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$549K
|
+$20.7K
|
+90
|
+4%
|
|
|
917
|
Duff & Phelps Investment Management
Chicago,
Illinois
|
$544K
|
–
|
–
|
–
|
|
|
918
|
Quantamental Technologies
White Plains,
New York
|
$542K
|
+$159K
|
+692
|
+39%
|
|
|
919
|
Oakworth Capital
Birmingham,
Alabama
|
$540K
|
–
|
–
|
–
|
|
|
920
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$538K
|
-$17.3K
|
-75
|
-3%
|
|
|
921
|
|
$538K
|
-$10.8K
|
-47
|
-2%
|
|
|
922
|
Mendel Money Management
Northbrook,
Illinois
|
$538K
|
+$6.67K
|
+29
|
+1%
|
|
|
923
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$537K
|
-$85.1K
|
-370
|
-13%
|
|
|
924
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$537K
|
+$41.4K
|
+180
|
+8%
|
|
|
925
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$536K
|
–
|
–
|
–
|
|
