|
351
|
Montecito Bank & Trust
Santa Barbara,
California
|
$794K
|
+$110K
|
+1,936
|
+15%
|
|
|
352
|
Frontier Wealth Management
Kansas City,
Missouri
|
$791K
|
+$454
|
+8
|
+0.1%
|
|
|
353
|
S&T Bank
Indiana,
Pennsylvania
|
$789K
|
-$4.94M
|
-87,046
|
-91%
|
|
|
354
|
|
$789K
|
-$477K
|
-8,400
|
-36%
|
|
|
355
|
Parthenon LLC
Louisville,
Kentucky
|
$782K
|
-$14.2K
|
-250
|
-2%
|
|
|
356
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$777K
|
–
|
–
|
–
|
|
|
357
|
Pegasus Partners
Mequon,
Wisconsin
|
$762K
|
–
|
–
|
–
|
|
|
358
|
Citadel Advisors
Miami,
Florida
|
$751K
|
-$4.59M
|
-80,938
|
-85%
|
|
|
359
|
Rockefeller Financial Services
New York
|
$746K
|
–
|
–
|
–
|
|
|
360
|
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
|
$745K
|
–
|
–
|
–
|
|
|
361
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$738K
|
–
|
–
|
–
|
|
|
362
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$737K
|
–
|
–
|
–
|
|
|
363
|
|
$737K
|
+$784K
|
+13,828
|
New
|
|
|
364
|
Concert Wealth Management
San Jose,
California
|
$728K
|
+$7.15K
|
+126
|
+0.9%
|
|
|
365
|
Country Club Trust
Kansas City,
Missouri
|
$726K
|
-$14.5K
|
-256
|
-2%
|
|
|
366
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$723K
|
+$113
|
+2
|
+0%
|
|
|
367
|
Truepoint Inc
Cincinnati,
Ohio
|
$723K
|
+$769K
|
+13,560
|
New
|
|
|
368
|
TCTC Holdings
Dallas,
Texas
|
$712K
|
–
|
–
|
–
|
|
|
369
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$710K
|
+$44.8K
|
+790
|
+7%
|
|
|
370
|
Peak Asset Management
Louisville,
Colorado
|
$704K
|
-$228K
|
-4,012
|
-23%
|
|
|
371
|
CIBC Bank USA
Chicago,
Illinois
|
$695K
|
+$27.8K
|
+490
|
+4%
|
|
|
372
|
CT Financial Advisors
Chadds Ford,
Pennsylvania
|
$690K
|
+$46.1K
|
+812
|
+7%
|
|
|
373
|
Hollencrest Capital Management
Newport Beach,
California
|
$689K
|
+$35.3K
|
+622
|
+5%
|
|
|
374
|
Dowling & Yahnke
San Diego,
California
|
$687K
|
-$102K
|
-1,800
|
-12%
|
|
|
375
|
Capital One National Association
New York
|
$678K
|
+$55.3K
|
+974
|
+8%
|
|
