|
226
|
Cadence Bank NA
Houston,
Texas
|
$345K
|
–
|
–
|
–
|
|
|
227
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$345K
|
+$336K
|
+4,681
|
New
|
|
|
228
|
Private Trust Company
Cleveland,
Ohio
|
$341K
|
+$127K
|
+1,769
|
+62%
|
|
|
229
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$339K
|
-$20.1K
|
-280
|
-6%
|
|
|
230
|
BOK Financial Private Wealth
Denver,
Colorado
|
$339K
|
–
|
–
|
–
|
|
|
231
|
United Bank (West Virginia)
Parkersburg,
West Virginia
|
$338K
|
–
|
–
|
–
|
|
|
232
|
3D Asset Management
Hartford,
Connecticut
|
$332K
|
-$7.33K
|
-102
|
-2%
|
|
|
233
|
KCM Investment Advisors
Greenbrae,
California
|
$332K
|
–
|
–
|
–
|
|
|
234
|
Busey Bank
Urbana,
Illinois
|
$332K
|
+$12.7K
|
+177
|
+4%
|
|
|
235
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$330K
|
-$30.8K
|
-428
|
-9%
|
|
|
236
|
Chevy Chase Trust
Bethesda,
Maryland
|
$330K
|
-$27K
|
-375
|
-8%
|
|
|
237
|
Dowling & Yahnke
San Diego,
California
|
$328K
|
–
|
–
|
–
|
|
|
238
|
Washington Trust
Westerly,
Rhode Island
|
$328K
|
+$319K
|
+4,443
|
New
|
|
|
239
|
JFB Holdings Corp
Atlanta,
Georgia
|
$322K
|
+$314K
|
+4,370
|
New
|
|
|
240
|
Simplex Trading
Chicago,
Illinois
|
$317K
|
+$308K
|
+4,291
|
New
|
|
|
241
|
Glassman Wealth Services
Vienna,
Virginia
|
$311K
|
+$303K
|
+4,213
|
New
|
|
|
242
|
Perigon Wealth Management
San Francisco,
California
|
$308K
|
+$503
|
+7
|
+0.2%
|
|
|
243
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$307K
|
–
|
–
|
–
|
|
|
244
|
|
$302K
|
–
|
–
|
–
|
|
|
245
|
Pinnacle Associates
New York
|
$300K
|
–
|
–
|
–
|
|
|
246
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$297K
|
-$65.3K
|
-909
|
-18%
|
|
|
247
|
LifePlan Financial Group
Dayton,
Ohio
|
$296K
|
+$4.17K
|
+58
|
+1%
|
|
|
248
|
CSS LLC
Chicago,
Illinois
|
$295K
|
–
|
–
|
–
|
|
|
249
|
Allen Investment Management
New York
|
$286K
|
-$4.6K
|
-64
|
-2%
|
|
|
250
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$285K
|
-$5.96K
|
-83
|
-2%
|
|
