|
1201
|
Legacy Private Trust
Neenah,
Wisconsin
|
$878K
|
–
|
–
|
–
|
|
|
1202
|
Formidable Asset Management
Cincinnati,
Ohio
|
$876K
|
-$25.3K
|
-188
|
-3%
|
|
|
1203
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$875K
|
+$378K
|
+2,810
|
+75%
|
|
|
1204
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$869K
|
–
|
–
|
–
|
|
|
1205
|
|
$868K
|
+$872K
|
+6,482
|
New
|
|
|
1206
|
Meiji Yasuda Asset Management
Tokyo,
Japan
|
$867K
|
-$674K
|
-5,011
|
-44%
|
|
|
1207
|
Wealthspire Advisors (New York)
New York
|
$866K
|
+$127K
|
+941
|
+17%
|
|
|
1208
|
Manchester Capital Management
Manchester,
Vermont
|
$864K
|
-$659K
|
-4,901
|
-43%
|
|
|
1209
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$863K
|
+$4.44K
|
+33
|
+0.5%
|
|
|
1210
|
Brighton Jones LLC
Seattle,
Washington
|
$860K
|
-$98.7K
|
-734
|
-10%
|
|
|
1211
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$860K
|
-$95.4K
|
-709
|
-10%
|
|
|
1212
|
Transcend Capital Advisors
Madison,
New Jersey
|
$855K
|
+$859K
|
+6,384
|
New
|
|
|
1213
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
$852K
|
+$52.2K
|
+388
|
+6%
|
|
|
1214
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$843K
|
–
|
–
|
–
|
|
|
1215
|
Mattern Wealth Management
Lawrence,
Kansas
|
$842K
|
-$2.29K
|
-17
|
-0.3%
|
|
|
1216
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
$841K
|
-$76.3K
|
-567
|
-8%
|
|
|
1217
|
Bogart Wealth LLC
Mclean,
Virginia
|
$840K
|
+$40.4K
|
+300
|
+5%
|
|
|
1218
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$835K
|
+$293K
|
+2,180
|
+54%
|
|
|
1219
|
HNP Capital
Rochester,
New York
|
$834K
|
+$151K
|
+1,119
|
+22%
|
|
|
1220
|
Fiduciary Planning
Englewood,
Florida
|
$833K
|
-$135
|
-1
|
-0%
|
|
|
1221
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$829K
|
-$21.5K
|
-160
|
-3%
|
|
|
1222
|
FCG Advisors
Chatham,
New Jersey
|
$829K
|
+$122K
|
+907
|
+17%
|
|
|
1223
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$828K
|
+$23.7K
|
+176
|
+3%
|
|
|
1224
|
55I LLC
Boston,
Massachusetts
|
$828K
|
+$831K
|
+6,181
|
New
|
|
|
1225
|
Intellectus Partners
San Francisco,
California
|
$827K
|
-$176K
|
-1,307
|
-17%
|
|
