|
651
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$657K
|
-$17.5K
|
-101
|
-3%
|
|
|
652
|
Avity Investment Management
Greenwich,
Connecticut
|
$653K
|
-$394K
|
-2,271
|
-39%
|
|
|
653
|
Horizon Investments
Charlotte,
North Carolina
|
$652K
|
-$65.4K
|
-377
|
-10%
|
|
|
654
|
Essex Financial Services
Essex,
Connecticut
|
$650K
|
+$520
|
+3
|
+0.1%
|
|
|
655
|
KeyBank National Association
Cleveland,
Ohio
|
$647K
|
-$86.7K
|
-500
|
-12%
|
|
|
656
|
Glassman Wealth Services
Vienna,
Virginia
|
$641K
|
+$1.21K
|
+7
|
+0.2%
|
|
|
657
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$640K
|
-$23.9K
|
-138
|
-4%
|
|
|
658
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$639K
|
-$13K
|
-75
|
-2%
|
|
|
659
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$635K
|
+$10.6K
|
+61
|
+2%
|
|
|
660
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$623K
|
+$347
|
+2
|
+0.1%
|
|
|
661
|
Fund Management at Engine No 1
San Francisco,
California
|
$616K
|
+$16.1K
|
+93
|
+3%
|
|
|
662
|
Physicians Financial Services
Raleigh,
North Carolina
|
$615K
|
–
|
–
|
–
|
|
|
663
|
SteelPeak Wealth
Woodland Hills,
California
|
$613K
|
+$367K
|
+2,118
|
+173%
|
|
|
664
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$610K
|
-$9.02K
|
-52
|
-2%
|
|
|
665
|
Bridgefront Capital
Austin,
Texas
|
$608K
|
+$31.6K
|
+182
|
+6%
|
|
|
666
|
Evermay Wealth Management
Arlington,
Virginia
|
$604K
|
-$25.7K
|
-148
|
-4%
|
|
|
667
|
Congress Asset Management
Boston,
Massachusetts
|
$602K
|
–
|
–
|
–
|
|
|
668
|
Carret Asset Management
New York
|
$600K
|
–
|
–
|
–
|
|
|
669
|
Holderness Investments Company
Greensboro,
North Carolina
|
$597K
|
+$61.6K
|
+355
|
+12%
|
|
|
670
|
PFS Partners
Mine Hill,
New Jersey
|
$596K
|
+$1.56K
|
+9
|
+0.3%
|
|
|
671
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$594K
|
+$138K
|
+794
|
+33%
|
|
|
672
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$594K
|
+$85K
|
+490
|
+18%
|
|
|
673
|
D.J. St. Germain
Springfield,
Massachusetts
|
$593K
|
+$560K
|
+3,230
|
New
|
|
|
674
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$593K
|
+$24.1K
|
+139
|
+5%
|
|
|
675
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$592K
|
–
|
–
|
–
|
|
