|
351
|
Donaldson Capital Management
Evansville,
Indiana
|
$835K
|
-$4.7K
|
-82
|
-0.6%
|
|
|
352
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$831K
|
+$807K
|
+14,086
|
New
|
|
|
353
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$830K
|
+$160K
|
+2,786
|
+25%
|
|
|
354
|
Rockefeller Financial Services
New York
|
$826K
|
–
|
–
|
–
|
|
|
355
|
Choreo LLC
Rockford,
Illinois
|
$824K
|
-$98.1K
|
-1,712
|
-11%
|
|
|
356
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$824K
|
+$93.1K
|
+1,624
|
+13%
|
|
|
357
|
Boston Private Bank & Trust
Boston,
Massachusetts
|
$817K
|
+$20.3K
|
+354
|
+3%
|
|
|
358
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$804K
|
+$145K
|
+2,522
|
+23%
|
|
|
359
|
Parsec Financial Management
Asheville,
North Carolina
|
$802K
|
+$55.2K
|
+964
|
+8%
|
|
|
360
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$800K
|
-$458
|
-8
|
-0.1%
|
|
|
361
|
William Blair & Company
Chicago,
Illinois
|
$775K
|
+$20.1K
|
+350
|
+3%
|
|
|
362
|
Parthenon LLC
Louisville,
Kentucky
|
$770K
|
+$60.7K
|
+1,060
|
+9%
|
|
|
363
|
Mariner Wealth Advisors (NYC)
Overland Park,
Kansas
|
$769K
|
+$747K
|
+13,036
|
New
|
|
|
364
|
Montecito Bank & Trust
Santa Barbara,
California
|
$766K
|
+$6.07K
|
+106
|
+0.8%
|
|
|
365
|
TCTC Holdings
Dallas,
Texas
|
$765K
|
-$5.73K
|
-100
|
-0.8%
|
|
|
366
|
Brown Advisory
Baltimore,
Maryland
|
$764K
|
+$27.4K
|
+478
|
+4%
|
|
|
367
|
Barclays
London,
United Kingdom
|
$734K
|
+$253K
|
+4,418
|
+55%
|
|
|
368
|
Emerson Investment Management
Boston,
Massachusetts
|
$732K
|
-$3.44K
|
-60
|
-0.5%
|
|
|
369
|
Hollencrest Capital Management
Newport Beach,
California
|
$726K
|
–
|
–
|
–
|
|
|
370
|
Overbrook Management Corp
New York
|
$725K
|
+$5.16K
|
+90
|
+0.7%
|
|
|
371
|
Frontier Wealth Management
Kansas City,
Missouri
|
$724K
|
+$13.3K
|
+232
|
+2%
|
|
|
372
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$720K
|
–
|
–
|
–
|
|
|
373
|
CT Financial Advisors
Chadds Ford,
Pennsylvania
|
$716K
|
-$3.21K
|
-56
|
-0.5%
|
|
|
374
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$712K
|
+$9.74K
|
+170
|
+1%
|
|
|
375
|
|
$711K
|
+$10.4K
|
+182
|
+2%
|
|
