|
826
|
Kore Private Wealth
New York
|
$215K
|
-$6.8K
|
-104
|
-3%
|
|
|
827
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$215K
|
+$205K
|
+3,135
|
New
|
|
|
828
|
|
$214K
|
-$20.2K
|
-309
|
-9%
|
|
|
829
|
Douglas Lane & Associates
New York
|
$213K
|
+$65
|
+1
|
+0%
|
|
|
830
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$212K
|
+$203K
|
+3,098
|
New
|
|
|
831
|
Tiedemann Advisors
New York
|
$211K
|
–
|
–
|
–
|
|
|
832
|
|
$210K
|
+$200K
|
+3,064
|
New
|
|
|
833
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$209K
|
-$34.3K
|
-525
|
-15%
|
|
|
834
|
Soltis Investment Advisors
St. George,
Utah
|
$209K
|
-$2.68K
|
-41
|
-1%
|
|
|
835
|
Institute for Wealth Management
Denver,
Colorado
|
$208K
|
-$56K
|
-857
|
-22%
|
|
|
836
|
Farmers Trust Company
Youngstown,
Ohio
|
$207K
|
-$16.3K
|
-250
|
-8%
|
|
|
837
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$207K
|
-$2.03K
|
-31
|
-1%
|
|
|
838
|
Union Heritage Capital
Bloomfield Hills,
Michigan
|
$207K
|
+$198K
|
+3,030
|
New
|
|
|
839
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$205K
|
–
|
–
|
–
|
|
|
840
|
Meridian Wealth Management
Lexington,
Kentucky
|
$205K
|
-$31.6K
|
-484
|
-14%
|
|
|
841
|
Avantax Planning Partners
Dubuque,
Iowa
|
$205K
|
-$1.96K
|
-30
|
-1%
|
|
|
842
|
|
$205K
|
–
|
–
|
–
|
|
|
843
|
Systematic Financial Management
Teaneck,
New Jersey
|
$205K
|
–
|
–
|
–
|
|
|
844
|
Montis Financial
Waltham,
Massachusetts
|
$205K
|
+$193K
|
+2,953
|
New
|
|
|
845
|
SlateStone Wealth
Jupiter,
Florida
|
$204K
|
–
|
–
|
–
|
|
|
846
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$203K
|
-$136K
|
-2,080
|
-41%
|
|
|
847
|
NorthRock Partners
Minneapolis,
Minnesota
|
$203K
|
-$26.3K
|
-403
|
-12%
|
|
|
848
|
Clarius Group LLC
Seattle,
Washington
|
$203K
|
+$194K
|
+2,963
|
New
|
|
|
849
|
Essex Savings Bank
Essex,
Connecticut
|
$200K
|
-$22.2K
|
-340
|
-10%
|
|
|
850
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$199K
|
–
|
–
|
–
|
|
