|
501
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$107K
|
–
|
–
|
–
|
|
|
502
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$107K
|
+$96.1K
|
+844
|
New
|
|
|
503
|
Caldwell Trust
Venice,
Florida
|
$107K
|
–
|
–
|
–
|
|
|
504
|
Meeder Asset Management
Dublin,
Ohio
|
$96K
|
-$256K
|
-2,250
|
-75%
|
|
|
505
|
Sandy Spring Bank
Olney,
Maryland
|
$94K
|
–
|
–
|
–
|
|
|
506
|
Vigilant Capital Management
Portland,
Maine
|
$89K
|
–
|
–
|
–
|
|
|
507
|
Focused Wealth Management
Newburgh,
New York
|
$79K
|
–
|
–
|
–
|
|
|
508
|
Glassman Wealth Services
Vienna,
Virginia
|
$77K
|
+$342
|
+3
|
+0.5%
|
|
|
509
|
Rockbridge Investment Management
Syracuse,
New York
|
$75K
|
–
|
–
|
–
|
|
|
510
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$73K
|
-$18.6K
|
-163
|
-22%
|
|
|
511
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$72K
|
–
|
–
|
–
|
|
|
512
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$66K
|
–
|
–
|
–
|
|
|
513
|
First Horizon Corporation
Memphis,
Tennessee
|
$66K
|
+$911
|
+8
|
+2%
|
|
|
514
|
Monetary Management Group
St Louis,
Missouri
|
$64K
|
–
|
–
|
–
|
|
|
515
|
TD Private Client Wealth
New York
|
$63K
|
-$95K
|
-834
|
-63%
|
|
|
516
|
First Mercantile Trust
Cordova,
Tennessee
|
$62K
|
-$7.74K
|
-68
|
-12%
|
|
|
517
|
Arlington Partners
Birmingham,
Alabama
|
$59K
|
–
|
–
|
–
|
|
|
518
|
Versant Capital Management
Phoenix,
Arizona
|
$54K
|
–
|
–
|
–
|
|
|
519
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$51K
|
–
|
–
|
–
|
|
|
520
|
Clearstead Advisors
Cleveland,
Ohio
|
$51K
|
–
|
–
|
–
|
|
|
521
|
Berman Capital Advisors
Atlanta,
Georgia
|
$50K
|
+$7.06K
|
+62
|
+18%
|
|
|
522
|
SOA Wealth Advisors
New York
|
$48K
|
+$38.1K
|
+335
|
New
|
|
|
523
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$46K
|
-$4.33K
|
-38
|
-10%
|
|
|
524
|
Rockefeller Capital Management
New York
|
$44K
|
+$9.11K
|
+80
|
+29%
|
|
|
525
|
HM Payson & Co
Portland,
Maine
|
$41K
|
-$2.85K
|
-25
|
-7%
|
|
