|
676
|
Caldwell Trust
Venice,
Florida
|
$121K
|
–
|
–
|
–
|
|
|
677
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$119K
|
+$133K
|
+855
|
New
|
|
|
678
|
Arlington Trust
Birmingham,
Alabama
|
$115K
|
–
|
–
|
–
|
|
|
679
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$113K
|
+$8.38K
|
+54
|
+7%
|
|
|
680
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$109K
|
+$30.3K
|
+195
|
+33%
|
|
|
681
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$106K
|
-$38.8K
|
-250
|
-25%
|
|
|
682
|
Colonial Trust
Spartanburg,
South Carolina
|
$104K
|
-$309K
|
-1,989
|
-73%
|
|
|
683
|
Allworth Financial
Folsom,
California
|
$102K
|
+$25.5K
|
+164
|
+28%
|
|
|
684
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$99.9K
|
–
|
–
|
–
|
|
|
685
|
Addison Advisors
Middlebury,
Vermont
|
$96.8K
|
+$776
|
+5
|
+0.7%
|
|
|
686
|
ORG Wealth Partners
Dallas,
Texas
|
$91.6K
|
+$103K
|
+663
|
New
|
|
|
687
|
Brown Brothers Harriman & Co
New York
|
$87K
|
+$22.4K
|
+144
|
+30%
|
|
|
688
|
Delta Asset Management
Memphis,
Tennessee
|
$83.3K
|
–
|
–
|
–
|
|
|
689
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$82.9K
|
+$931
|
+6
|
+1%
|
|
|
690
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$80K
|
+$13K
|
+84
|
+17%
|
|
|
691
|
HM Payson & Co
Portland,
Maine
|
$76.4K
|
–
|
–
|
–
|
|
|
692
|
Covestor
London,
United Kingdom
|
$75K
|
+$31.8K
|
+205
|
+61%
|
|
|
693
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$73K
|
–
|
–
|
–
|
|
|
694
|
GeoWealth Management
Chicago,
Illinois
|
$71.4K
|
-$48.9K
|
-315
|
-38%
|
|
|
695
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$69.5K
|
–
|
–
|
–
|
|
|
696
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$69.3K
|
+$21.3K
|
+137
|
+38%
|
|
|
697
|
Rothschild Investment LLC
Chicago,
Illinois
|
$68.8K
|
+$7.3K
|
+47
|
+10%
|
|
|
698
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$68.7K
|
–
|
–
|
–
|
|
|
699
|
AssetMark Inc
Concord,
California
|
$68.5K
|
+$6.21K
|
+40
|
+9%
|
|
|
700
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$68K
|
-$25.1K
|
-162
|
-23%
|
|
