|
701
|
KeyBank National Association
Cleveland,
Ohio
|
$666K
|
+$60.7K
|
+465
|
+10%
|
|
|
702
|
Capstone Investment Advisors
New York
|
$665K
|
+$432K
|
+3,311
|
+203%
|
|
|
703
|
Diversified Trust
Memphis,
Tennessee
|
$660K
|
+$640K
|
+4,907
|
New
|
|
|
704
|
Atria Wealth Solutions
New York
|
$659K
|
-$2.22M
|
-16,995
|
-78%
|
|
|
705
|
Empirical Wealth Management
Seattle,
Washington
|
$646K
|
-$65K
|
-498
|
-9%
|
|
|
706
|
Beach Investment Counsel
West Conshohocken,
Pennsylvania
|
$633K
|
–
|
–
|
–
|
|
|
707
|
Kore Private Wealth
New York
|
$633K
|
+$9.65K
|
+74
|
+2%
|
|
|
708
|
Integrated Advisors Network
Dallas,
Texas
|
$628K
|
+$609K
|
+4,665
|
New
|
|
|
709
|
Whittier Trust
South Pasadena,
California
|
$627K
|
-$70.2K
|
-538
|
-10%
|
|
|
710
|
17 Capital Partners
Pheonix,
Arizona
|
$627K
|
–
|
–
|
–
|
|
|
711
|
YorkBridge Wealth Partners
New York
|
$621K
|
-$12K
|
-92
|
-2%
|
|
|
712
|
Caldwell Trust
Venice,
Florida
|
$618K
|
+$46.6K
|
+357
|
+8%
|
|
|
713
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$618K
|
-$32.4K
|
-248
|
-5%
|
|
|
714
|
Realta Investment Advisors
Wilmington,
Delaware
|
$618K
|
+$275K
|
+2,110
|
+88%
|
|
|
715
|
|
$609K
|
–
|
–
|
–
|
|
|
716
|
Conning Inc
Hartford,
Connecticut
|
$604K
|
-$4.44K
|
-34
|
-0.8%
|
|
|
717
|
Regent Investment Management
Louisville,
Kentucky
|
$599K
|
-$13K
|
-100
|
-2%
|
|
|
718
|
Pitcairn
Conshohocken,
Pennsylvania
|
$597K
|
+$16.6K
|
+127
|
+3%
|
|
|
719
|
NWAM LLC
Mercer Island,
Washington
|
$597K
|
+$96.7K
|
+741
|
+20%
|
|
|
720
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$592K
|
+$59.4K
|
+455
|
+12%
|
|
|
721
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$582K
|
-$339K
|
-2,600
|
-38%
|
|
|
722
|
Coastline Trust
Providence,
Rhode Island
|
$579K
|
+$274K
|
+2,100
|
+95%
|
|
|
723
|
VELA Investment Management
New Albany,
Ohio
|
$574K
|
–
|
–
|
–
|
|
|
724
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$574K
|
+$74.2K
|
+569
|
+15%
|
|
|
725
|
|
$574K
|
+$287K
|
+2,198
|
+106%
|
|
