|
626
|
Gofen & Glossberg
Chicago,
Illinois
|
$471K
|
–
|
–
|
–
|
|
|
627
|
Evercore Wealth Management
New York
|
$469K
|
-$16.5K
|
-59
|
-4%
|
|
|
628
|
SVB Wealth
Boston,
Massachusetts
|
$464K
|
+$15.7K
|
+56
|
+4%
|
|
|
629
|
Intact Investment Management
Montreal,
Quebec, Canada
|
$464K
|
+$55.9K
|
+200
|
+14%
|
|
|
630
|
Oppenheimer & Co
New York
|
$460K
|
-$118K
|
-423
|
-21%
|
|
|
631
|
IQ EQ Fund Management
Dublin 2,
Ireland
|
$457K
|
–
|
–
|
–
|
|
|
632
|
Kendall Capital Management
Rockville,
Maryland
|
$457K
|
–
|
–
|
–
|
|
|
633
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$457K
|
+$441K
|
+1,576
|
New
|
|
|
634
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$456K
|
+$478K
|
+1,708
|
New
|
|
|
635
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$452K
|
+$40.6K
|
+145
|
+10%
|
|
|
636
|
Boltwood Capital Management
Walnut Creek,
California
|
$446K
|
-$18.2K
|
-65
|
-4%
|
|
|
637
|
|
$440K
|
+$424K
|
+1,515
|
New
|
|
|
638
|
MAI Capital Management
Independence,
Ohio
|
$439K
|
+$12.3K
|
+44
|
+3%
|
|
|
639
|
Bellevue Group
Kuesnacht,
Switzerland
|
$435K
|
-$140K
|
-500
|
-25%
|
|
|
640
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$428K
|
–
|
–
|
–
|
|
|
641
|
Brave Asset Management
Summit,
New Jersey
|
$423K
|
–
|
–
|
–
|
|
|
642
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$423K
|
+$10.6K
|
+38
|
+3%
|
|
|
643
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$418K
|
+$1.12K
|
+4
|
+0.3%
|
|
|
644
|
Argyle Capital Management
Center Valley,
Pennsylvania
|
$406K
|
–
|
–
|
–
|
|
|
645
|
Cadinha & Co
Honolulu,
Hawaii
|
$406K
|
+$2.8K
|
+10
|
+0.7%
|
|
|
646
|
Sequoia Financial Advisors
Akron,
Ohio
|
$401K
|
-$5.31K
|
-19
|
-1%
|
|
|
647
|
BTR Capital Management
Oakland,
California
|
$399K
|
+$2.52K
|
+9
|
+0.7%
|
|
|
648
|
Argent Trust Co
Nashville,
Tennessee
|
$399K
|
+$13.1K
|
+47
|
+4%
|
|
|
649
|
Dowling & Yahnke
San Diego,
California
|
$397K
|
-$24.3K
|
-87
|
-6%
|
|
|
650
|
Gateway Investment Advisers
Cincinnati,
Ohio
|
$395K
|
-$47.8K
|
-171
|
-11%
|
|
