|
276
|
Cadence Bank NA
Houston,
Texas
|
$729K
|
–
|
–
|
–
|
|
|
277
|
WC Walker & Associates
Fullerton,
California
|
$720K
|
+$617K
|
+6,848
|
New
|
|
|
278
|
Private Trust Company
Cleveland,
Ohio
|
$714K
|
+$112K
|
+1,245
|
+20%
|
|
|
279
|
D.A. Davidson & Co
Great Falls,
Montana
|
$713K
|
-$68K
|
-754
|
-9%
|
|
|
280
|
Beacon Pointe Advisors
Newport Beach,
California
|
$712K
|
-$9.2K
|
-102
|
-1%
|
|
|
281
|
Cooper Financial Group
Irvine,
California
|
$709K
|
+$33.7K
|
+374
|
+5%
|
|
|
282
|
Graypoint LLC
Albany,
New York
|
$704K
|
–
|
–
|
–
|
|
|
283
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$699K
|
+$541
|
+6
|
+0.1%
|
|
|
284
|
Financial Management Network
Mission Viejo,
California
|
$696K
|
+$617K
|
+6,849
|
New
|
|
|
285
|
Marcum Wealth
Cleveland,
Ohio
|
$694K
|
–
|
–
|
–
|
|
|
286
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$682K
|
+$27K
|
+300
|
+4%
|
|
|
287
|
Raymond James Trust
St. Petersburg,
Florida
|
$675K
|
+$260K
|
+2,884
|
+71%
|
|
|
288
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$674K
|
-$124K
|
-1,378
|
-17%
|
|
|
289
|
Silvercrest Asset Management
New York
|
$664K
|
–
|
–
|
–
|
|
|
290
|
Sandy Spring Bank
Olney,
Maryland
|
$661K
|
-$33.4K
|
-370
|
-5%
|
|
|
291
|
Renasant Bank
Tupelo,
Mississippi
|
$659K
|
+$612K
|
+6,792
|
New
|
|
|
292
|
Truepoint Inc
Cincinnati,
Ohio
|
$658K
|
+$611K
|
+6,782
|
New
|
|
|
293
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$649K
|
-$3.15K
|
-35
|
-0.5%
|
|
|
294
|
Freestone Capital Holdings
Seattle,
Washington
|
$646K
|
–
|
–
|
–
|
|
|
295
|
Total Wealth Planning
Cincinnati,
Ohio
|
$646K
|
+$22.6K
|
+251
|
+4%
|
|
|
296
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$638K
|
–
|
–
|
–
|
|
|
297
|
Rockbridge Investment Management
Syracuse,
New York
|
$633K
|
+$270
|
+3
|
+0%
|
|
|
298
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$631K
|
-$56.3K
|
-625
|
-9%
|
|
|
299
|
Mercer Global Advisors
Denver,
Colorado
|
$628K
|
+$248K
|
+2,748
|
+74%
|
|
|
300
|
MCF Advisors
Covington,
Kentucky
|
$623K
|
-$145K
|
-1,613
|
-20%
|
|
