|
801
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$1.6M
|
-$119K
|
-528
|
-7%
|
|
|
802
|
Harvey Investment Company
Louisville,
Kentucky
|
$1.59M
|
–
|
–
|
–
|
|
|
803
|
Portfolio Design Labs
Encino,
California
|
$1.58M
|
+$23.5K
|
+104
|
+2%
|
|
|
804
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$1.57M
|
+$143K
|
+632
|
+10%
|
|
|
805
|
SG Trading Solutions
Bountiful,
Utah
|
$1.56M
|
+$1.55M
|
+6,855
|
New
|
|
|
806
|
Clearstead Trust
Portland,
Maine
|
$1.54M
|
-$2.03K
|
-9
|
-0.1%
|
|
|
807
|
PB Investment Partners
Burlingame,
California
|
$1.54M
|
-$3.71M
|
-16,421
|
-71%
|
|
|
808
|
Strategic Advocates
Logan,
Utah
|
$1.54M
|
-$276K
|
-1,220
|
-15%
|
|
|
809
|
Sivia Capital Partners
Mill Valley,
California
|
$1.53M
|
+$1.05M
|
+4,663
|
+229%
|
|
|
810
|
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
|
$1.53M
|
+$473K
|
+2,094
|
+45%
|
|
|
811
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$1.52M
|
-$130K
|
-577
|
-8%
|
|
|
812
|
BTC Capital Management
Des Moines,
Iowa
|
$1.51M
|
+$311K
|
+1,376
|
+26%
|
|
|
813
|
Silvant Capital Management
Atlanta,
Georgia
|
$1.51M
|
–
|
–
|
–
|
|
|
814
|
United Advisor Group
Cincinnati,
Ohio
|
$1.5M
|
+$10.6K
|
+47
|
+0.7%
|
|
|
815
|
Farmers Trust Company
Youngstown,
Ohio
|
$1.5M
|
–
|
–
|
–
|
|
|
816
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.5M
|
-$118K
|
-521
|
-7%
|
|
|
817
|
Hingham Institution for Savings
Hingham,
Massachusetts
|
$1.48M
|
+$1.47M
|
+6,500
|
New
|
|
|
818
|
Trust Asset Management
Houston,
Texas
|
$1.48M
|
-$53.5K
|
-237
|
-4%
|
|
|
819
|
Western Wealth Management
Golden,
Colorado
|
$1.48M
|
+$31.2K
|
+138
|
+2%
|
|
|
820
|
Profund Advisors
Bethesda,
Maryland
|
$1.48M
|
-$427K
|
-1,891
|
-23%
|
|
|
821
|
TAGStone Capital
Charlotte,
North Carolina
|
$1.47M
|
+$2.26K
|
+10
|
+0.2%
|
|
|
822
|
Caxton Associates (UK)
London,
|
$1.46M
|
+$227K
|
+1,003
|
+19%
|
|
|
823
|
Independent Financial Group
San Diego,
California
|
$1.46M
|
+$670K
|
+2,967
|
+86%
|
|
|
824
|
City National Bank of Florida
Miami,
Florida
|
$1.46M
|
+$1.45M
|
+6,404
|
New
|
|
|
825
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$1.46M
|
-$7.9K
|
-35
|
-0.5%
|
|
