|
301
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$261K
|
–
|
–
|
–
|
|
|
302
|
CIBC World Markets
New York
|
$257K
|
+$216K
|
+12,891
|
New
|
|
|
303
|
|
$257K
|
-$44.6K
|
-2,666
|
-14%
|
|
|
304
|
Burney Company
Reston,
Virginia
|
$250K
|
-$37.8K
|
-2,260
|
-15%
|
|
|
305
|
Journey Strategic Wealth
Summit,
New Jersey
|
$248K
|
+$2.14K
|
+128
|
+1%
|
|
|
306
|
Sequoia Financial Advisors
Akron,
Ohio
|
$247K
|
-$8.44K
|
-504
|
-4%
|
|
|
307
|
|
$247K
|
+$201K
|
+12,001
|
+1,917%
|
|
|
308
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$247K
|
-$9.78K
|
-584
|
-5%
|
|
|
309
|
SG Americas Securities
New York
|
$247K
|
-$435K
|
-25,984
|
-68%
|
|
|
310
|
SignatureFD
Atlanta,
Georgia
|
$246K
|
-$40.8K
|
-2,437
|
-16%
|
|
|
311
|
IFG Advisory
Atlanta,
Georgia
|
$242K
|
+$203K
|
+12,134
|
New
|
|
|
312
|
Kestra Advisory Services
Austin,
Texas
|
$242K
|
-$74.5K
|
-4,453
|
-27%
|
|
|
313
|
Coldstream Capital Management
Bellevue,
Washington
|
$239K
|
+$28.5K
|
+1,700
|
+17%
|
|
|
314
|
IMPACTfolio
Denver,
Colorado
|
$235K
|
+$2.46K
|
+147
|
+1%
|
|
|
315
|
Legacy Financial Advisors
Covington,
Kentucky
|
$235K
|
+$1.44K
|
+86
|
+0.7%
|
|
|
316
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$233K
|
-$670
|
-40
|
-0.3%
|
|
|
317
|
Boston Trust Walden
Boston,
Massachusetts
|
$233K
|
–
|
–
|
–
|
|
|
318
|
MCF Advisors
Covington,
Kentucky
|
$230K
|
-$3.03K
|
-181
|
-2%
|
|
|
319
|
HB Wealth Management
Atlanta,
Georgia
|
$225K
|
-$2.01K
|
-120
|
-1%
|
|
|
320
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$225K
|
+$7.37K
|
+440
|
+4%
|
|
|
321
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$217K
|
+$182K
|
+10,901
|
New
|
|
|
322
|
Courier Capital
Buffalo,
New York
|
$214K
|
–
|
–
|
–
|
|
|
323
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$214K
|
+$179K
|
+10,709
|
New
|
|
|
324
|
BSW Wealth Partners
Boulder,
Colorado
|
$209K
|
-$167
|
-10
|
-0.1%
|
|
|
325
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$204K
|
-$1.29K
|
-77
|
-0.7%
|
|
