|
601
|
Ascension Asset Management
New York
|
$463K
|
+$453K
|
+7,413
|
New
|
|
|
602
|
Donaldson Capital Management
Evansville,
Indiana
|
$462K
|
-$114K
|
-1,857
|
-20%
|
|
|
603
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$462K
|
+$109K
|
+1,789
|
+31%
|
|
|
604
|
Everett Harris & Co
Los Angeles,
California
|
$461K
|
-$32.8K
|
-537
|
-7%
|
|
|
605
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$459K
|
-$7.65K
|
-125
|
-2%
|
|
|
606
|
Qtron Investments
Boston,
Massachusetts
|
$453K
|
+$191K
|
+3,119
|
+75%
|
|
|
607
|
AR Asset Management
West Hollywood,
California
|
$449K
|
–
|
–
|
–
|
|
|
608
|
Avalon Investment & Advisory
Houston,
Texas
|
$449K
|
+$6.12K
|
+100
|
+1%
|
|
|
609
|
Rikoon Group
Santa Fe,
New Mexico
|
$447K
|
-$5.14K
|
-84
|
-1%
|
|
|
610
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$444K
|
-$28K
|
-457
|
-6%
|
|
|
611
|
Investment Advisory Services
The Woodlands,
Texas
|
$444K
|
+$11.5K
|
+188
|
+3%
|
|
|
612
|
Garrison Point Advisors
Walnut Creek,
California
|
$443K
|
+$43.8K
|
+716
|
+11%
|
|
|
613
|
Clearstead Advisors
Cleveland,
Ohio
|
$442K
|
-$92.4K
|
-1,511
|
-18%
|
|
|
614
|
Mercer Global Advisors
Denver,
Colorado
|
$441K
|
-$189K
|
-3,092
|
-30%
|
|
|
615
|
Transform Wealth
Greenwood Village,
Colorado
|
$439K
|
-$17.6K
|
-288
|
-4%
|
|
|
616
|
Allred Capital Management
Dallas,
Texas
|
$438K
|
-$2.81K
|
-46
|
-0.7%
|
|
|
617
|
Boston Financial Management
Boston,
Massachusetts
|
$437K
|
-$76.5K
|
-1,250
|
-15%
|
|
|
618
|
Diversified Trust
Memphis,
Tennessee
|
$436K
|
+$119K
|
+1,942
|
+39%
|
|
|
619
|
UMB Bank
Kansas City,
Missouri
|
$433K
|
–
|
–
|
–
|
|
|
620
|
Excalibur Management
Waltham,
Massachusetts
|
$432K
|
+$245
|
+4
|
+0.1%
|
|
|
621
|
Holderness Investments Company
Greensboro,
North Carolina
|
$431K
|
+$14K
|
+229
|
+3%
|
|
|
622
|
|
$425K
|
-$943K
|
-15,413
|
-69%
|
|
|
623
|
Crawford Investment Counsel
Atlanta,
Georgia
|
$425K
|
-$614K
|
-10,040
|
-60%
|
|
|
624
|
Perkins Coie Trust Company
Seattle,
Washington
|
$424K
|
-$8.81K
|
-144
|
-2%
|
|
|
625
|
|
$424K
|
+$416K
|
+6,800
|
New
|
|
