|
226
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$1.09M
|
–
|
–
|
–
|
|
|
227
|
Webster Bank
Waterbury,
Connecticut
|
$1.09M
|
-$117K
|
-1,020
|
-9%
|
|
|
228
|
Wealthspire Advisors (New York)
New York
|
$1.09M
|
+$1.16M
|
+10,107
|
New
|
|
|
229
|
IMC Chicago
Chicago,
Illinois
|
$1.08M
|
+$1.16M
|
+10,071
|
New
|
|
|
230
|
Fidelity Investments
Boston,
Massachusetts
|
$1.08M
|
-$7.94K
|
-69
|
-0.7%
|
|
|
231
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$1.06M
|
-$24.4K
|
-212
|
-2%
|
|
|
232
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$1.05M
|
-$24.3K
|
-211
|
-2%
|
|
|
233
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$1.05M
|
-$183K
|
-1,587
|
-14%
|
|
|
234
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$1.05M
|
+$132K
|
+1,145
|
+13%
|
|
|
235
|
Windsor Creek Advisors
Bethel,
Vermont
|
$1.03M
|
-$1.38M
|
-12,004
|
-56%
|
|
|
236
|
SteelPeak Wealth
Woodland Hills,
California
|
$1.02M
|
-$40.4K
|
-351
|
-4%
|
|
|
237
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$1.01M
|
-$14.5K
|
-126
|
-1%
|
|
|
238
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$1.01M
|
–
|
–
|
–
|
|
|
239
|
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
$977K
|
+$1.04M
|
+9,074
|
New
|
|
|
240
|
Erste Asset Management
Vienna,
Austria
|
$970K
|
–
|
–
|
–
|
|
|
241
|
Cambridge Trust
Cambridge,
Massachusetts
|
$966K
|
-$397K
|
-3,451
|
-28%
|
|
|
242
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$961K
|
+$41.2K
|
+358
|
+4%
|
|
|
243
|
SVB Wealth
Boston,
Massachusetts
|
$940K
|
-$337K
|
-2,931
|
-25%
|
|
|
244
|
Pacific Sun Financial
Los Angeles,
California
|
$925K
|
+$21.3K
|
+185
|
+2%
|
|
|
245
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$918K
|
-$25.9K
|
-225
|
-3%
|
|
|
246
|
WealthPLAN Partners
Omaha,
Nebraska
|
$913K
|
+$815K
|
+7,075
|
New
|
|
|
247
|
Moors & Cabot
Boston,
Massachusetts
|
$909K
|
-$14.4K
|
-125
|
-1%
|
|
|
248
|
Summit Financial Group
Moorefield,
West Virginia
|
$908K
|
–
|
–
|
–
|
|
|
249
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$907K
|
-$28.1K
|
-244
|
-3%
|
|
|
250
|
|
$868K
|
+$3.45K
|
+30
|
+0.4%
|
|
