|
326
|
CPWM LLC
Seattle,
Washington
|
$628K
|
–
|
–
|
–
|
|
|
327
|
Jackson Wealth Management
Lake Mary,
Florida
|
$626K
|
–
|
–
|
–
|
|
|
328
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$625K
|
+$587K
|
+2,795
|
New
|
|
|
329
|
Neuberger Berman Group
New York
|
$609K
|
–
|
–
|
–
|
|
|
330
|
Scotia Capital
Toronto,
Ontario, Canada
|
$606K
|
-$18.7K
|
-89
|
-3%
|
|
|
331
|
Spinnaker Trust
Portland,
Maine
|
$602K
|
–
|
–
|
–
|
|
|
332
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$598K
|
–
|
–
|
–
|
|
|
333
|
Northstar Investment Advisors
Denver,
Colorado
|
$585K
|
–
|
–
|
–
|
|
|
334
|
PrairieView Partners
St. Paul,
Minnesota
|
$581K
|
-$16.4K
|
-78
|
-3%
|
|
|
335
|
AssetMark Inc
Concord,
California
|
$579K
|
-$385K
|
-1,832
|
-41%
|
|
|
336
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$575K
|
-$294K
|
-1,402
|
-35%
|
|
|
337
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$573K
|
-$391K
|
-1,863
|
-42%
|
|
|
338
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$573K
|
+$450K
|
+2,142
|
+506%
|
|
|
339
|
Bremer Bank National Association
St Paul,
Minnesota
|
$559K
|
–
|
–
|
–
|
|
|
340
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$556K
|
+$3.57K
|
+17
|
+0.7%
|
|
|
341
|
First National Trust
Hermitage,
Pennsylvania
|
$548K
|
–
|
–
|
–
|
|
|
342
|
GSA Capital Partners
London,
United Kingdom
|
$544K
|
+$511K
|
+2,433
|
New
|
|
|
343
|
|
$532K
|
–
|
–
|
–
|
|
|
344
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$525K
|
+$210
|
+1
|
+0%
|
|
|
345
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$525K
|
+$3.36K
|
+16
|
+0.7%
|
|
|
346
|
Gibson Capital
Wexford,
Pennsylvania
|
$521K
|
–
|
–
|
–
|
|
|
347
|
Regions Financial Corp
Birmingham,
Alabama
|
$518K
|
+$42K
|
+200
|
+9%
|
|
|
348
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$511K
|
+$10.9K
|
+52
|
+2%
|
|
|
349
|
MTM Investment Management
Spartanburg,
South Carolina
|
$510K
|
+$479K
|
+2,280
|
New
|
|
|
350
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$490K
|
+$1.26K
|
+6
|
+0.3%
|
|
