|
651
|
Evercore Wealth Management
New York
|
$250K
|
-$59.4K
|
-3,203
|
-21%
|
|
|
652
|
Seven Eight Capital
New York
|
$250K
|
+$222K
|
+11,964
|
New
|
|
|
653
|
Truist Financial
Charlotte,
North Carolina
|
$249K
|
+$222K
|
+11,951
|
New
|
|
|
654
|
Regal Investment Advisors
Kentwood,
Michigan
|
$247K
|
-$16.7K
|
-901
|
-7%
|
|
|
655
|
Legacy Private Trust
Neenah,
Wisconsin
|
$244K
|
–
|
–
|
–
|
|
|
656
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$243K
|
–
|
–
|
–
|
|
|
657
|
Glassman Wealth Services
Vienna,
Virginia
|
$242K
|
+$34.3K
|
+1,848
|
+19%
|
|
|
658
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$239K
|
+$2.41K
|
+130
|
+1%
|
|
|
659
|
Rand Wealth
Baltimore,
Maryland
|
$238K
|
-$16.7K
|
-900
|
-7%
|
|
|
660
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$238K
|
–
|
–
|
–
|
|
|
661
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$238K
|
–
|
–
|
–
|
|
|
662
|
Checchi Capital Advisers
Beverly Hills,
California
|
$236K
|
+$15.4K
|
+831
|
+8%
|
|
|
663
|
Hutchinson Capital Management
San Rafael,
California
|
$235K
|
–
|
–
|
–
|
|
|
664
|
Stonebridge Capital Management
Los Angeles,
California
|
$235K
|
–
|
–
|
–
|
|
|
665
|
Wedgewood Investors
Erie,
Pennsylvania
|
$235K
|
+$13K
|
+700
|
+7%
|
|
|
666
|
Tiemann Investment Advisors
Menlo Park,
California
|
$234K
|
-$18.5K
|
-1,000
|
-8%
|
|
|
667
|
10-15 Associates
Goshen,
New York
|
$234K
|
-$16.8K
|
-905
|
-7%
|
|
|
668
|
SouthState Corp
Winter Haven,
Florida
|
$233K
|
-$79.9K
|
-4,310
|
-28%
|
|
|
669
|
SignalPoint Asset Management
Springfield,
Missouri
|
$233K
|
+$3.71K
|
+200
|
+2%
|
|
|
670
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$231K
|
–
|
–
|
–
|
|
|
671
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$230K
|
–
|
–
|
–
|
|
|
672
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$230K
|
+$204K
|
+11,000
|
New
|
|
|
673
|
Birmingham Capital Management
Birmingham,
Alabama
|
$229K
|
-$1.49M
|
-80,170
|
-88%
|
|
|
674
|
SOL Capital Management
Rockville,
Maryland
|
$228K
|
–
|
–
|
–
|
|
|
675
|
Patten & Patten
Chattanooga,
Tennessee
|
$228K
|
+$3.34K
|
+180
|
+2%
|
|
