|
501
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$428K
|
–
|
–
|
–
|
|
|
502
|
4J Wealth Management
Alexandria,
Virginia
|
$423K
|
-$6.84M
|
-299,977
|
-94%
|
|
|
503
|
Rinkey Investments
San Diego,
California
|
$421K
|
-$35.9K
|
-1,572
|
-8%
|
|
|
504
|
NBT Bank
Norwich,
New York
|
$421K
|
-$5.63K
|
-247
|
-1%
|
|
|
505
|
Fisher Asset Management
Camas,
Washington
|
$420K
|
+$137K
|
+5,995
|
+49%
|
|
|
506
|
Patten Group
Chattanooga,
Tennessee
|
$416K
|
+$93.2K
|
+4,085
|
+29%
|
|
|
507
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$415K
|
+$412K
|
+18,074
|
New
|
|
|
508
|
KeyBank National Association
Cleveland,
Ohio
|
$412K
|
+$409K
|
+17,940
|
New
|
|
|
509
|
Sentinus LLC
Oak Brook,
Illinois
|
$408K
|
-$346K
|
-15,161
|
-46%
|
|
|
510
|
Simplicity Wealth
Summit,
New Jersey
|
$407K
|
-$1.9M
|
-83,464
|
-82%
|
|
|
511
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$405K
|
-$161K
|
-7,048
|
-28%
|
|
|
512
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$398K
|
+$69.2K
|
+3,032
|
+21%
|
|
|
513
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$395K
|
+$390K
|
+17,090
|
+3,453%
|
|
|
514
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$391K
|
–
|
–
|
–
|
|
|
515
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$390K
|
+$2.65K
|
+116
|
+0.7%
|
|
|
516
|
RhumbLine Advisers
Boston,
Massachusetts
|
$390K
|
-$9.95K
|
-436
|
-3%
|
|
|
517
|
One Wealth Capital Management
Scottsdale,
Arizona
|
$390K
|
+$387K
|
+16,970
|
New
|
|
|
518
|
Brown Brothers Harriman & Co
New York
|
$390K
|
+$388
|
+17
|
+0.1%
|
|
|
519
|
Members Trust
Tampa,
Florida
|
$390K
|
+$387K
|
+16,952
|
New
|
|
|
520
|
Crabel Capital Management
Los Angeles,
California
|
$387K
|
-$5.41M
|
-237,174
|
-93%
|
|
|
521
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$386K
|
-$390K
|
-17,092
|
-50%
|
|
|
522
|
Headlands Technologies
Chicago,
Illinois
|
$384K
|
+$381K
|
+16,716
|
New
|
|
|
523
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$383K
|
-$65.4K
|
-2,868
|
-15%
|
|
|
524
|
First Western Trust Bank
Denver,
Colorado
|
$379K
|
+$376K
|
+16,485
|
New
|
|
|
525
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$379K
|
+$76.3K
|
+3,344
|
+25%
|
|
