|
126
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$587K
|
+$537K
|
+2,935
|
New
|
|
|
127
|
Mullaney, Keating & Wright
Middletown,
Connecticut
|
$581K
|
+$36.2K
|
+198
|
+7%
|
|
|
128
|
Tortoise Investment Management
White Plains,
New York
|
$572K
|
-$20.1K
|
-110
|
-4%
|
|
|
129
|
Family Wealth Partners
Matthews,
North Carolina
|
$567K
|
–
|
–
|
–
|
|
|
130
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$534K
|
–
|
–
|
–
|
|
|
131
|
Cardiff Park Advisors
Carlsbad,
California
|
$524K
|
-$28K
|
-153
|
-6%
|
|
|
132
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$501K
|
+$92.4K
|
+505
|
+25%
|
|
|
133
|
Garrison Point Advisors
Walnut Creek,
California
|
$500K
|
–
|
–
|
–
|
|
|
134
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$486K
|
–
|
–
|
–
|
|
|
135
|
Crusonia Wealth Advisors
Denver,
Colorado
|
$480K
|
–
|
–
|
–
|
|
|
136
|
TIAA-CREF Individual & Institutional Services
New York
|
$469K
|
–
|
–
|
–
|
|
|
137
|
Boston Family Office
Boston,
Massachusetts
|
$467K
|
–
|
–
|
–
|
|
|
138
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$460K
|
+$8.42K
|
+46
|
+2%
|
|
|
139
|
|
$458K
|
–
|
–
|
–
|
|
|
140
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$449K
|
+$7.14K
|
+39
|
+2%
|
|
|
141
|
Spire Wealth Management
Mclean,
Virginia
|
$422K
|
–
|
–
|
–
|
|
|
142
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$414K
|
-$732
|
-4
|
-0.2%
|
|
|
143
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$410K
|
–
|
–
|
–
|
|
|
144
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$405K
|
-$3.66K
|
-20
|
-1%
|
|
|
145
|
Biltmore Family Office
Charlotte,
North Carolina
|
$402K
|
-$254K
|
-1,388
|
-41%
|
|
|
146
|
Global Retirement Partners
San Rafael,
California
|
$394K
|
+$361K
|
+1,970
|
New
|
|
|
147
|
Aspen Grove Capital
Avon,
Colorado
|
$392K
|
–
|
–
|
–
|
|
|
148
|
|
$386K
|
-$6.72M
|
-36,700
|
-95%
|
|
|
149
|
Silvercrest Asset Management
New York
|
$383K
|
-$24.7K
|
-135
|
-7%
|
|
|
150
|
Brown Advisory
Baltimore,
Maryland
|
$380K
|
–
|
–
|
–
|
|
