|
626
|
Fiduciary Trust
Boston,
Massachusetts
|
$315K
|
+$2.5K
|
+10
|
+0.8%
|
|
|
627
|
Oversea-Chinese Banking Corp (OCBC)
Singapore
|
$314K
|
+$305K
|
+1,220
|
New
|
|
|
628
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$311K
|
+$6.25K
|
+25
|
+2%
|
|
|
629
|
Forum Financial Management
Lombard,
Illinois
|
$307K
|
-$27.2K
|
-109
|
-8%
|
|
|
630
|
Alan B. Lancz & Associates
Toledo,
Ohio
|
$307K
|
–
|
–
|
–
|
|
|
631
|
One Plus One Wealth Management
Jupiter,
Florida
|
$305K
|
–
|
–
|
–
|
|
|
632
|
SFMG Wealth Advisors
Plano,
Texas
|
$304K
|
+$29.7K
|
+119
|
+11%
|
|
|
633
|
TrinityPoint Wealth
Milford,
Connecticut
|
$302K
|
–
|
–
|
–
|
|
|
634
|
Douglas Lane & Associates
New York
|
$302K
|
+$11.5K
|
+46
|
+4%
|
|
|
635
|
IMPACTfolio
Denver,
Colorado
|
$301K
|
-$18K
|
-72
|
-6%
|
|
|
636
|
Montecito Bank & Trust
Santa Barbara,
California
|
$301K
|
–
|
–
|
–
|
|
|
637
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$298K
|
–
|
–
|
–
|
|
|
638
|
Echo Street Capital Management
New York
|
$297K
|
+$288K
|
+1,151
|
New
|
|
|
639
|
Harvest Fund Management
Beijing,
China
|
$296K
|
–
|
–
|
–
|
|
|
640
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$296K
|
+$13.2K
|
+53
|
+5%
|
|
|
641
|
Citizens Financial Group
Providence,
Rhode Island
|
$295K
|
–
|
–
|
–
|
|
|
642
|
Omnia Family Wealth
Aventura,
Florida
|
$291K
|
–
|
–
|
–
|
|
|
643
|
Range Financial Group
Tigard,
Oregon
|
$291K
|
+$282K
|
+1,130
|
New
|
|
|
644
|
Donoghue Forlines
Boston,
Massachusetts
|
$290K
|
-$38.7K
|
-155
|
-12%
|
|
|
645
|
J.W. Burns & Co
Dewitt,
New York
|
$289K
|
–
|
–
|
–
|
|
|
646
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$289K
|
+$44K
|
+176
|
+19%
|
|
|
647
|
Sonoma Private Wealth
Sonoma,
California
|
$288K
|
+$280K
|
+1,119
|
New
|
|
|
648
|
Koshinski Asset Management
Decatur,
Illinois
|
$288K
|
-$20K
|
-80
|
-7%
|
|
|
649
|
Avidian Wealth Enterprises
Houston,
Texas
|
$288K
|
-$20K
|
-80
|
-7%
|
|
|
650
|
Good Life Advisors
Reading,
Pennsylvania
|
$287K
|
–
|
–
|
–
|
|
