|
351
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$1.49M
|
-$20.1K
|
-160
|
-1%
|
|
|
352
|
BigSur Wealth Management
Miami,
Florida
|
$1.49M
|
+$1.47M
|
+11,700
|
New
|
|
|
353
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.48M
|
-$23.7K
|
-189
|
-2%
|
|
|
354
|
Huntington National Bank
Columbus,
Ohio
|
$1.47M
|
–
|
–
|
–
|
|
|
355
|
Neuberger Berman Group
New York
|
$1.43M
|
-$120K
|
-958
|
-8%
|
|
|
356
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$1.43M
|
–
|
–
|
–
|
|
|
357
|
Dimension Capital Management
Coral Gables,
Florida
|
$1.42M
|
–
|
–
|
–
|
|
|
358
|
Spinnaker Trust
Portland,
Maine
|
$1.41M
|
+$123K
|
+978
|
+10%
|
|
|
359
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$1.37M
|
+$1.36M
|
+10,855
|
New
|
|
|
360
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$1.37M
|
-$23.2K
|
-185
|
-2%
|
|
|
361
|
Private Trust Company
Cleveland,
Ohio
|
$1.35M
|
+$68.8K
|
+548
|
+5%
|
|
|
362
|
Winfield Associates
Cleveland,
Ohio
|
$1.34M
|
-$37.7K
|
-300
|
-3%
|
|
|
363
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$1.34M
|
–
|
–
|
–
|
|
|
364
|
Rinet Company
Boston,
Massachusetts
|
$1.34M
|
+$1.26K
|
+10
|
+0.1%
|
|
|
365
|
Parkside Investments
Deerfield,
Illinois
|
$1.32M
|
+$159K
|
+1,267
|
+14%
|
|
|
366
|
Hancock Whitney
Gulfport,
Mississippi
|
$1.32M
|
-$307K
|
-2,446
|
-19%
|
|
|
367
|
Patten Group
Chattanooga,
Tennessee
|
$1.32M
|
-$22.9K
|
-182
|
-2%
|
|
|
368
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$1.31M
|
-$12.6K
|
-100
|
-1%
|
|
|
369
|
CPWM LLC
Seattle,
Washington
|
$1.3M
|
+$76.5K
|
+609
|
+6%
|
|
|
370
|
Fifth Third Securities
Cincinnati,
Ohio
|
$1.28M
|
+$1.26M
|
+10,070
|
New
|
|
|
371
|
South Texas Money Management
San Antonio,
Texas
|
$1.28M
|
+$1.27M
|
+10,086
|
New
|
|
|
372
|
Atria Investments
Charlotte,
North Carolina
|
$1.26M
|
-$77.4K
|
-616
|
-6%
|
|
|
373
|
Manchester Capital Management
Manchester,
Vermont
|
$1.26M
|
–
|
–
|
–
|
|
|
374
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.26M
|
–
|
–
|
–
|
|
|
375
|
Tortoise Investment Management
White Plains,
New York
|
$1.23M
|
–
|
–
|
–
|
|
