|
626
|
Rockefeller Capital Management
New York
|
$398K
|
+$28.8K
|
+207
|
+8%
|
|
|
627
|
Park Avenue Securities
New York
|
$398K
|
+$98.3K
|
+707
|
+35%
|
|
|
628
|
Altium Wealth Management
Purchase,
New York
|
$395K
|
–
|
–
|
–
|
|
|
629
|
Naples Global Advisors
Naples,
Florida
|
$393K
|
+$13.9K
|
+100
|
+4%
|
|
|
630
|
Roundview Capital
Princeton,
New Jersey
|
$391K
|
–
|
–
|
–
|
|
|
631
|
Synovus Financial
Columbus,
Georgia
|
$390K
|
+$358K
|
+2,571
|
+1,877%
|
|
|
632
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$389K
|
-$56.5K
|
-406
|
-14%
|
|
|
633
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$388K
|
-$61.7K
|
-444
|
-14%
|
|
|
634
|
Veritable
Wilmington,
Delaware
|
$387K
|
-$10.4K
|
-75
|
-3%
|
|
|
635
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$368K
|
+$352K
|
+2,530
|
New
|
|
|
636
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$367K
|
–
|
–
|
–
|
|
|
637
|
Engineers Gate Manager
New York
|
$365K
|
+$349K
|
+2,510
|
New
|
|
|
638
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$364K
|
–
|
–
|
–
|
|
|
639
|
Central Trust Company
Jefferson City,
Missouri
|
$364K
|
+$37.8K
|
+272
|
+12%
|
|
|
640
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$364K
|
+$347K
|
+2,499
|
New
|
|
|
641
|
OneAscent Financial Services
Birmingham,
Alabama
|
$358K
|
+$26.6K
|
+191
|
+8%
|
|
|
642
|
Plancorp LLC
Saint Louis,
Missouri
|
$349K
|
+$1.95K
|
+14
|
+0.6%
|
|
|
643
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$347K
|
-$27.8K
|
-200
|
-8%
|
|
|
644
|
Washburn Capital Management
Vero Beach,
Florida
|
$346K
|
+$93.9K
|
+675
|
+40%
|
|
|
645
|
Financial Advocates Investment Management
Olympia,
Washington
|
$344K
|
-$49.6K
|
-357
|
-13%
|
|
|
646
|
TD Private Client Wealth
New York
|
$344K
|
-$695
|
-5
|
-0.2%
|
|
|
647
|
Conning Inc
Hartford,
Connecticut
|
$341K
|
+$5.56K
|
+40
|
+2%
|
|
|
648
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$340K
|
–
|
–
|
–
|
|
|
649
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$335K
|
+$14K
|
+101
|
+5%
|
|
|
650
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$335K
|
+$320K
|
+2,300
|
New
|
|
