|
501
|
Fulton Bank
Lancaster,
Pennsylvania
|
$270K
|
+$55.4K
|
+245
|
+25%
|
|
|
502
|
Curi Wealth Management
Raleigh,
North Carolina
|
$265K
|
-$8.14K
|
-36
|
-3%
|
|
|
503
|
Montag & Associates
Atlanta,
Georgia
|
$263K
|
–
|
–
|
–
|
|
|
504
|
Operose Advisors
Milwaukee,
Wisconsin
|
$263K
|
+$271K
|
+1,197
|
New
|
|
|
505
|
Parallel Advisors
San Francisco,
California
|
$260K
|
-$6.11K
|
-27
|
-2%
|
|
|
506
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$260K
|
+$12K
|
+53
|
+5%
|
|
|
507
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$260K
|
+$1.58K
|
+7
|
+0.6%
|
|
|
508
|
Farther Finance Advisors
San Francisco,
California
|
$257K
|
+$203K
|
+896
|
+323%
|
|
|
509
|
Private Trust Company
Cleveland,
Ohio
|
$257K
|
-$2.04K
|
-9
|
-0.8%
|
|
|
510
|
Forte Capital
Rochester,
New York
|
$255K
|
–
|
–
|
–
|
|
|
511
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$254K
|
-$38.7K
|
-171
|
-13%
|
|
|
512
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$253K
|
+$10.4K
|
+46
|
+4%
|
|
|
513
|
Trust Asset Management
Houston,
Texas
|
$253K
|
–
|
–
|
–
|
|
|
514
|
CreativeOne Wealth
Overland Park,
Kansas
|
$251K
|
-$44.1K
|
-195
|
-15%
|
|
|
515
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$250K
|
+$257K
|
+1,138
|
New
|
|
|
516
|
Washington Trust Bank
Spokane,
Washington
|
$247K
|
–
|
–
|
–
|
|
|
517
|
D.A. Davidson & Co
Great Falls,
Montana
|
$247K
|
-$20.1K
|
-89
|
-7%
|
|
|
518
|
Atom Investors
Austin,
Texas
|
$246K
|
+$254K
|
+1,121
|
New
|
|
|
519
|
Symmetry Partners
Glastonbury,
Connecticut
|
$242K
|
–
|
–
|
–
|
|
|
520
|
Naples Global Advisors
Naples,
Florida
|
$241K
|
+$249K
|
+1,100
|
New
|
|
|
521
|
Forum Financial Management
Lombard,
Illinois
|
$241K
|
–
|
–
|
–
|
|
|
522
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$241K
|
+$248K
|
+1,098
|
New
|
|
|
523
|
Meiji Yasuda Asset Management
Tokyo,
Japan
|
$240K
|
+$38.5K
|
+170
|
+18%
|
|
|
524
|
Opal Wealth Advisors
Jericho,
New York
|
$239K
|
-$20.4K
|
-90
|
-8%
|
|
|
525
|
Hilltop Holdings
Dallas,
Texas
|
$238K
|
-$10.6K
|
-47
|
-4%
|
|
