|
526
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$311K
|
+$35K
|
+915
|
+13%
|
|
|
527
|
Colonial Trust
Spartanburg,
South Carolina
|
$309K
|
+$1.76K
|
+46
|
+0.6%
|
|
|
528
|
CVA Family Office
Denver,
Colorado
|
$307K
|
–
|
–
|
–
|
|
|
529
|
Gabelli Funds
Rye,
New York
|
$306K
|
+$45.9K
|
+1,200
|
+18%
|
|
|
530
|
Aviso Financial
Toronto,
Ontario, Canada
|
$305K
|
+$23K
|
+603
|
+8%
|
|
|
531
|
D. Scott Neal
Lexington,
Kentucky
|
$304K
|
–
|
–
|
–
|
|
|
532
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$303K
|
+$300K
|
+7,849
|
New
|
|
|
533
|
Gryphon Financial Partners
Columbus,
Ohio
|
$301K
|
+$66.9K
|
+1,752
|
+29%
|
|
|
534
|
Kooman & Associates
Altoona,
Pennsylvania
|
$301K
|
+$81.8K
|
+2,142
|
+38%
|
|
|
535
|
Summit Financial
Parsippany,
New Jersey
|
$300K
|
+$40.8K
|
+1,068
|
+16%
|
|
|
536
|
Cravens & Co Advisors
Cookeville,
Tennessee
|
$298K
|
+$6.5K
|
+170
|
+2%
|
|
|
537
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$295K
|
+$8.56K
|
+224
|
+3%
|
|
|
538
|
ViaWealth
Leawood,
Kansas
|
$291K
|
-$77.8K
|
-2,035
|
-21%
|
|
|
539
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$290K
|
–
|
–
|
–
|
|
|
540
|
EP Wealth Advisors
Torrance,
California
|
$290K
|
-$611
|
-16
|
-0.2%
|
|
|
541
|
Pzena Investment Management
New York
|
$288K
|
+$287K
|
+7,510
|
New
|
|
|
542
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$288K
|
–
|
–
|
–
|
|
|
543
|
Private Trust Company
Cleveland,
Ohio
|
$287K
|
+$76.7K
|
+2,006
|
+37%
|
|
|
544
|
Sentry LLC
Memphis,
Tennessee
|
$287K
|
–
|
–
|
–
|
|
|
545
|
Frank Rimerman Advisors
Palo Alto,
California
|
$287K
|
+$285K
|
+7,461
|
New
|
|
|
546
|
Glenview Trust
Louisville,
Kentucky
|
$286K
|
+$8.9K
|
+233
|
+3%
|
|
|
547
|
Independent Financial Group
San Diego,
California
|
$286K
|
+$1.07K
|
+28
|
+0.4%
|
|
|
548
|
Asset Dedication LLC
San Francisco,
California
|
$283K
|
+$274K
|
+7,166
|
+3,513%
|
|
|
549
|
Calton & Associates
Tampa,
Florida
|
$282K
|
+$3.25K
|
+85
|
+1%
|
|
|
550
|
Regal Investment Advisors
Kentwood,
Michigan
|
$280K
|
-$52.5K
|
-1,373
|
-16%
|
|
