|
501
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$560K
|
+$92.2K
|
+746
|
+17%
|
|
|
502
|
|
$557K
|
–
|
–
|
–
|
|
|
503
|
Alpha DNA Investment Management
Columbia,
Maryland
|
$552K
|
+$616K
|
+4,987
|
New
|
|
|
504
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$550K
|
+$45.7K
|
+370
|
+8%
|
|
|
505
|
Caldwell Trust
Venice,
Florida
|
$549K
|
–
|
–
|
–
|
|
|
506
|
Resources Management Corp
West Hartford,
Connecticut
|
$548K
|
-$13.6K
|
-110
|
-2%
|
|
|
507
|
Savant Capital
Rockford,
Illinois
|
$545K
|
-$24.7K
|
-200
|
-4%
|
|
|
508
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$541K
|
-$36.2K
|
-293
|
-6%
|
|
|
509
|
Gryphon Financial Partners
Columbus,
Ohio
|
$538K
|
-$12.9K
|
-104
|
-2%
|
|
|
510
|
Cohen Klingenstein
New York
|
$533K
|
–
|
–
|
–
|
|
|
511
|
Rathbones Group
Liverpool,
United Kingdom
|
$533K
|
–
|
–
|
–
|
|
|
512
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$528K
|
–
|
–
|
–
|
|
|
513
|
Cresset Asset Management
Chicago,
Illinois
|
$517K
|
-$480K
|
-3,880
|
-45%
|
|
|
514
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$510K
|
-$20.6K
|
-167
|
-3%
|
|
|
515
|
Trillium Asset Management
Boston,
Massachusetts
|
$509K
|
–
|
–
|
–
|
|
|
516
|
Tidal Investments
Milwaukee,
Wisconsin
|
$506K
|
+$27.1K
|
+219
|
+5%
|
|
|
517
|
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
$505K
|
+$150K
|
+1,211
|
+36%
|
|
|
518
|
CNB Bank
Clearfield,
Pennsylvania
|
$498K
|
–
|
–
|
–
|
|
|
519
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$497K
|
+$159K
|
+1,286
|
+40%
|
|
|
520
|
Davenport & Co
Richmond,
Virginia
|
$495K
|
+$13.7K
|
+111
|
+3%
|
|
|
521
|
City State Bank
Norwalk,
Iowa
|
$494K
|
–
|
–
|
–
|
|
|
522
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$493K
|
+$12.5K
|
+101
|
+2%
|
|
|
523
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$490K
|
+$53.9K
|
+436
|
+11%
|
|
|
524
|
Hotaling Investment Management
Wayne,
Pennsylvania
|
$487K
|
-$202K
|
-1,633
|
-27%
|
|
|
525
|
Farmers National Bank
Danville,
Kentucky
|
$486K
|
-$4.33K
|
-35
|
-0.8%
|
|
