|
601
|
SimplyRich
Carlsbad,
California
|
$1.19M
|
–
|
–
|
–
|
|
|
602
|
Old Dominion Capital Management
Charlottesville,
Virginia
|
$1.19M
|
+$16K
|
+118
|
+1%
|
|
|
603
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$1.18M
|
–
|
–
|
–
|
|
|
604
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$1.17M
|
+$407
|
+3
|
+0%
|
|
|
605
|
Ancora Advisors
Cleveland,
Ohio
|
$1.17M
|
-$101K
|
-744
|
-8%
|
|
|
606
|
Abbrea Capital
Greenbrae,
California
|
$1.17M
|
–
|
–
|
–
|
|
|
607
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$1.16M
|
+$77.4K
|
+571
|
+7%
|
|
|
608
|
Cohen Klingenstein
New York
|
$1.16M
|
–
|
–
|
–
|
|
|
609
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1.16M
|
+$543
|
+4
|
+0%
|
|
|
610
|
Bourgeon Capital Management
Darien,
Connecticut
|
$1.16M
|
-$94.9K
|
-700
|
-8%
|
|
|
611
|
E.S. Barr & Co
Lexington,
Kentucky
|
$1.16M
|
–
|
–
|
–
|
|
|
612
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$1.14M
|
–
|
–
|
–
|
|
|
613
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$1.13M
|
-$150K
|
-1,107
|
-12%
|
|
|
614
|
Choate Investment Advisors
Boston,
Massachusetts
|
$1.12M
|
-$271
|
-2
|
-0%
|
|
|
615
|
Cypress Capital Group
Palm Beach,
Florida
|
$1.12M
|
+$69.6K
|
+513
|
+7%
|
|
|
616
|
CIBC World Market
Toronto,
Ontario, Canada
|
$1.11M
|
-$1.2M
|
-8,837
|
-53%
|
|
|
617
|
SouthState Corp
Winter Haven,
Florida
|
$1.11M
|
-$25.8K
|
-190
|
-2%
|
|
|
618
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.1M
|
+$92.8K
|
+684
|
+10%
|
|
|
619
|
Meiji Yasuda Asset Management
Tokyo,
Japan
|
$1.1M
|
–
|
–
|
–
|
|
|
620
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$1.07M
|
-$2.85K
|
-21
|
-0.3%
|
|
|
621
|
Wheatland Advisors
Lancaster,
Pennsylvania
|
$1.07M
|
-$188K
|
-1,387
|
-15%
|
|
|
622
|
Riverhead Capital Management
Wilmington,
Delaware
|
$1.06M
|
-$726K
|
-5,356
|
-41%
|
|
|
623
|
DF Dent & Co
Baltimore,
Maryland
|
$1.05M
|
+$19.5K
|
+144
|
+2%
|
|
|
624
|
Global Retirement Partners
San Rafael,
California
|
$1.05M
|
+$549K
|
+4,049
|
+118%
|
|
|
625
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$1.04M
|
-$42.5K
|
-313
|
-4%
|
|
