|
526
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$276K
|
–
|
–
|
–
|
|
|
527
|
Wealthspire Advisors (New York)
New York
|
$276K
|
+$223
|
+1
|
+0.1%
|
|
|
528
|
Cardiff Park Advisors
Carlsbad,
California
|
$275K
|
+$446
|
+2
|
+0.2%
|
|
|
529
|
Blue Barn Wealth
Orem,
Utah
|
$275K
|
+$3.57K
|
+16
|
+1%
|
|
|
530
|
CX Institutional
Auburn,
Indiana
|
$275K
|
+$297K
|
+1,332
|
New
|
|
|
531
|
S&CO Inc
Boston,
Massachusetts
|
$274K
|
–
|
–
|
–
|
|
|
532
|
Private Portfolio Partners
Paramus,
New Jersey
|
$274K
|
-$15.2K
|
-68
|
-5%
|
|
|
533
|
AssetMark Inc
Concord,
California
|
$273K
|
-$46.8K
|
-210
|
-14%
|
|
|
534
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$273K
|
-$8.47K
|
-38
|
-3%
|
|
|
535
|
|
$271K
|
–
|
–
|
–
|
|
|
536
|
Blue Trust Inc
Alpharetta,
Georgia
|
$271K
|
+$237K
|
+1,061
|
New
|
|
|
537
|
Moors & Cabot
Boston,
Massachusetts
|
$269K
|
-$3.35K
|
-15
|
-1%
|
|
|
538
|
Colorado Capital Management
Boulder,
Colorado
|
$269K
|
+$26.5K
|
+119
|
+10%
|
|
|
539
|
Summit Financial Group
Moorefield,
West Virginia
|
$268K
|
–
|
–
|
–
|
|
|
540
|
Bangor Savings Bank
Bangor,
Maine
|
$266K
|
–
|
–
|
–
|
|
|
541
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$265K
|
+$287K
|
+1,286
|
New
|
|
|
542
|
Linscomb Wealth
Houston,
Texas
|
$264K
|
–
|
–
|
–
|
|
|
543
|
Surevest
Los Angeles,
California
|
$264K
|
+$22.1K
|
+99
|
+8%
|
|
|
544
|
Ritholtz Wealth Management
New York
|
$261K
|
-$11.4K
|
-51
|
-4%
|
|
|
545
|
Keystone Wealth Services
Palm Desert,
California
|
$261K
|
-$9.37K
|
-42
|
-3%
|
|
|
546
|
Argent Trust Co
Nashville,
Tennessee
|
$261K
|
+$33.9K
|
+152
|
+14%
|
|
|
547
|
Financial Guidance Group
Palm Harbor,
Florida
|
$260K
|
–
|
–
|
–
|
|
|
548
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$258K
|
-$7.58K
|
-34
|
-3%
|
|
|
549
|
Regent Investment Management
Louisville,
Kentucky
|
$258K
|
–
|
–
|
–
|
|
|
550
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$255K
|
+$15.4K
|
+69
|
+6%
|
|
