|
751
|
Rothschild Investment LLC
Chicago,
Illinois
|
$500K
|
–
|
–
|
–
|
|
|
752
|
Glenview Trust
Louisville,
Kentucky
|
$497K
|
-$541
|
-3
|
-0.1%
|
|
|
753
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$497K
|
+$214K
|
+1,188
|
+85%
|
|
|
754
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$489K
|
+$2.16K
|
+12
|
+0.5%
|
|
|
755
|
United Asset Strategies
Garden City,
New York
|
$485K
|
+$454K
|
+2,520
|
New
|
|
|
756
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$484K
|
+$71.4K
|
+396
|
+19%
|
|
|
757
|
First Command Bank
Fort Worth,
Texas
|
$480K
|
–
|
–
|
–
|
|
|
758
|
First Command Financial Services
Fort Worth,
Texas
|
$480K
|
–
|
–
|
–
|
|
|
759
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$470K
|
+$32.5K
|
+180
|
+2%
|
|
|
760
|
Arete Wealth Advisors
Chicago,
Illinois
|
$470K
|
+$440K
|
+2,442
|
New
|
|
|
761
|
Silvercrest Asset Management
New York
|
$469K
|
-$8.11K
|
-45
|
-2%
|
|
|
762
|
Bank of Marin
Novato,
California
|
$469K
|
+$439K
|
+2,433
|
New
|
|
|
763
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$466K
|
+$35.7K
|
+198
|
+9%
|
|
|
764
|
Williams Jones Wealth Management
New York
|
$465K
|
+$21.6K
|
+120
|
+5%
|
|
|
765
|
SVA Wealth Management
Madison,
Wisconsin
|
$457K
|
-$209K
|
-1,161
|
-33%
|
|
|
766
|
Vicus Capital
State College,
Pennsylvania
|
$457K
|
-$1.08K
|
-6
|
-0.3%
|
|
|
767
|
Donor Advised Charitable Giving
San Francisco,
California
|
$457K
|
+$35.2K
|
+195
|
+9%
|
|
|
768
|
Engineers Gate Manager
New York
|
$456K
|
-$4.44M
|
-24,606
|
-91%
|
|
|
769
|
Parsons Capital Management
Providence,
Rhode Island
|
$445K
|
–
|
–
|
–
|
|
|
770
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$444K
|
–
|
–
|
–
|
|
|
771
|
TrinityPoint Wealth
Milford,
Connecticut
|
$444K
|
+$2.71K
|
+15
|
+0.7%
|
|
|
772
|
MGO One Seven
Beachwood,
Ohio
|
$442K
|
-$73.6K
|
-408
|
-15%
|
|
|
773
|
Argent Advisors
Monroe,
Louisiana
|
$442K
|
–
|
–
|
–
|
|
|
774
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$438K
|
-$96.8K
|
-537
|
-19%
|
|
|
775
|
Intrust Bank
Wichita,
Kansas
|
$438K
|
-$46K
|
-255
|
-10%
|
|
