|
351
|
Klingman & Associates
New York
|
$577K
|
–
|
–
|
–
|
|
|
352
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$567K
|
–
|
–
|
–
|
|
|
353
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$566K
|
–
|
–
|
–
|
|
|
354
|
Holderness Investments Company
Greensboro,
North Carolina
|
$557K
|
–
|
–
|
–
|
|
|
355
|
Park Circle Company
Baltimore,
Maryland
|
$557K
|
–
|
–
|
–
|
|
|
356
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$546K
|
+$68.8K
|
+694
|
+15%
|
|
|
357
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$544K
|
+$99
|
+1
|
+0%
|
|
|
358
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$534K
|
-$2.48K
|
-25
|
-0.5%
|
|
|
359
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$527K
|
–
|
–
|
–
|
|
|
360
|
Henshaw Capital
Woburn,
Massachusetts
|
$522K
|
-$49.3K
|
-497
|
-9%
|
|
|
361
|
Shikiar Asset Management
New York
|
$522K
|
–
|
–
|
–
|
|
|
362
|
Colony Group
Boston,
Massachusetts
|
$522K
|
+$9.52K
|
+96
|
+2%
|
|
|
363
|
Gradient Investments
Arden Hills,
Minnesota
|
$520K
|
-$20.9K
|
-211
|
-4%
|
|
|
364
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$515K
|
–
|
–
|
–
|
|
|
365
|
Huntington National Bank
Columbus,
Ohio
|
$515K
|
+$481K
|
+4,851
|
+2,100%
|
|
|
366
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$507K
|
–
|
–
|
–
|
|
|
367
|
Eudaimonia Partners
Winchester,
Tennessee
|
$503K
|
–
|
–
|
–
|
|
|
368
|
SVB Wealth
Boston,
Massachusetts
|
$503K
|
+$86K
|
+868
|
+21%
|
|
|
369
|
Stokes Family Office
New Orleans,
Louisiana
|
$495K
|
+$83K
|
+837
|
+21%
|
|
|
370
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$491K
|
-$702K
|
-7,080
|
-59%
|
|
|
371
|
BHK Investment Advisors
Birmingham,
Alabama
|
$487K
|
+$7.43K
|
+75
|
+2%
|
|
|
372
|
GSB Wealth Management
Guilford,
Connecticut
|
$484K
|
+$89.2K
|
+900
|
+23%
|
|
|
373
|
Loveless Wealth Management
Billings,
Montana
|
$472K
|
+$58K
|
+585
|
+14%
|
|
|
374
|
First Personal Financial Services
Charlotte,
North Carolina
|
$468K
|
–
|
–
|
–
|
|
|
375
|
TD Private Client Wealth
New York
|
$467K
|
+$39.6K
|
+400
|
+10%
|
|
