|
201
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$801K
|
-$200K
|
-1,549
|
-20%
|
|
|
202
|
Klingenstein Fields & Co
New York
|
$799K
|
-$25.2M
|
-195,042
|
-97%
|
|
|
203
|
YorkBridge Wealth Partners
New York
|
$791K
|
-$20K
|
-155
|
-2%
|
|
|
204
|
People's United Financial
Bridgeport,
Connecticut
|
$787K
|
-$412K
|
-3,193
|
-35%
|
|
|
205
|
|
$781K
|
-$96K
|
-744
|
-11%
|
|
|
206
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$774K
|
–
|
–
|
–
|
|
|
207
|
SOL Capital Management
Rockville,
Maryland
|
$745K
|
–
|
–
|
–
|
|
|
208
|
BTC Capital Management
Des Moines,
Iowa
|
$741K
|
-$17.9K
|
-139
|
-2%
|
|
|
209
|
Mercer Global Advisors
Denver,
Colorado
|
$728K
|
+$192K
|
+1,485
|
+36%
|
|
|
210
|
Community Financial Services Group
Newport,
Vermont
|
$724K
|
+$125K
|
+968
|
+21%
|
|
|
211
|
Prospera Financial Services
Dallas,
Texas
|
$722K
|
+$698K
|
+5,410
|
+4,508%
|
|
|
212
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$722K
|
+$715K
|
+5,539
|
New
|
|
|
213
|
Monte Financial Group
Guilford,
Connecticut
|
$710K
|
+$703K
|
+5,445
|
New
|
|
|
214
|
Parsec Financial Management
Asheville,
North Carolina
|
$698K
|
-$57.3K
|
-444
|
-8%
|
|
|
215
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$694K
|
-$3.71M
|
-28,723
|
-84%
|
|
|
216
|
LVW Advisors
Pittsford,
New York
|
$694K
|
-$173K
|
-1,338
|
-20%
|
|
|
217
|
Confluence Investment Management
St. Louis,
Missouri
|
$690K
|
-$261K
|
-2,020
|
-28%
|
|
|
218
|
Wambolt & Associates
Littleton,
Colorado
|
$669K
|
+$64.8K
|
+502
|
+11%
|
|
|
219
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$668K
|
+$217K
|
+1,681
|
+49%
|
|
|
220
|
Private Wealth Partners
Mill Valley,
California
|
$657K
|
-$387K
|
-3,000
|
-37%
|
|
|
221
|
Qtron Investments
Boston,
Massachusetts
|
$642K
|
+$144K
|
+1,117
|
+29%
|
|
|
222
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$641K
|
-$59K
|
-457
|
-9%
|
|
|
223
|
Meitav Investment House
Bene-Beraq,
Israel
|
$640K
|
+$376K
|
+2,914
|
+146%
|
|
|
224
|
Bahl & Gaynor
Cincinnati,
Ohio
|
$639K
|
–
|
–
|
–
|
|
|
225
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$638K
|
-$954K
|
-7,391
|
-60%
|
|
