|
701
|
Pettee Investors
Rowayton,
Connecticut
|
$343K
|
–
|
–
|
–
|
|
|
702
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$343K
|
+$333
|
+1
|
+0.1%
|
|
|
703
|
Fayez Sarofim & Co
Houston,
Texas
|
$338K
|
-$83.2K
|
-250
|
-21%
|
|
|
704
|
4J Wealth Management
Alexandria,
Virginia
|
$337K
|
–
|
–
|
–
|
|
|
705
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$336K
|
-$179K
|
-537
|
-37%
|
|
|
706
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$336K
|
–
|
–
|
–
|
|
|
707
|
Abbrea Capital
Greenbrae,
California
|
$332K
|
+$66.6K
|
+200
|
+28%
|
|
|
708
|
Doyle Wealth Management
St. Petersburg,
Florida
|
$329K
|
-$3.33K
|
-10
|
-1%
|
|
|
709
|
Pitcairn
Conshohocken,
Pennsylvania
|
$326K
|
-$20K
|
-60
|
-6%
|
|
|
710
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$326K
|
+$43.3K
|
+130
|
+17%
|
|
|
711
|
Axiom Financial Strategies
New Albany,
Indiana
|
$320K
|
–
|
–
|
–
|
|
|
712
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$317K
|
–
|
–
|
–
|
|
|
713
|
Kestra Private Wealth Services
Austin,
Texas
|
$316K
|
+$666
|
+2
|
+0.2%
|
|
|
714
|
Sand Hill Global Advisors
Palo Alto,
California
|
$313K
|
+$18K
|
+54
|
+7%
|
|
|
715
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$312K
|
+$287K
|
+862
|
New
|
|
|
716
|
Abacus Planning Group
Columbia,
South Carolina
|
$311K
|
-$113K
|
-340
|
-28%
|
|
|
717
|
|
$309K
|
-$5.9M
|
-17,741
|
-95%
|
|
|
718
|
Synovus Financial
Columbus,
Georgia
|
$308K
|
+$1.66K
|
+5
|
+0.6%
|
|
|
719
|
American Portfolios Advisors
Holbrook,
New York
|
$305K
|
+$35.6K
|
+107
|
+15%
|
|
|
720
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$304K
|
–
|
–
|
–
|
|
|
721
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$304K
|
–
|
–
|
–
|
|
|
722
|
Tocqueville Asset Management
New York
|
$301K
|
-$59.9K
|
-180
|
-18%
|
|
|
723
|
RFG Advisory
Birmingham,
Alabama
|
$296K
|
-$52.3K
|
-157
|
-16%
|
|
|
724
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$296K
|
+$333
|
+1
|
+0.1%
|
|
|
725
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$295K
|
–
|
–
|
–
|
|
