|
351
|
Chesley Taft & Associates
Chicago,
Illinois
|
$768K
|
+$754K
|
+10,934
|
New
|
|
|
352
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$767K
|
+$753K
|
+10,930
|
New
|
|
|
353
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$767K
|
-$408K
|
-5,917
|
-35%
|
|
|
354
|
One Day In July LLC
Burlington,
Vermont
|
$764K
|
-$17.9K
|
-259
|
-2%
|
|
|
355
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$756K
|
+$139K
|
+2,011
|
+23%
|
|
|
356
|
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
$754K
|
+$740K
|
+10,733
|
New
|
|
|
357
|
|
$736K
|
-$10K
|
-145
|
-1%
|
|
|
358
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$731K
|
+$718K
|
+10,417
|
New
|
|
|
359
|
Essex Financial Services
Essex,
Connecticut
|
$724K
|
+$48.8K
|
+708
|
+7%
|
|
|
360
|
NWAM LLC
Mercer Island,
Washington
|
$713K
|
+$24K
|
+348
|
+4%
|
|
|
361
|
Canandaigua National Trust of Florida
Canandaigua,
New York
|
$711K
|
–
|
–
|
–
|
|
|
362
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$709K
|
+$264K
|
+3,834
|
+61%
|
|
|
363
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$708K
|
+$695K
|
+10,078
|
New
|
|
|
364
|
Atria Wealth Solutions
New York
|
$693K
|
-$50.3K
|
-730
|
-7%
|
|
|
365
|
Portland Financial Advisors
Port Washington,
New York
|
$687K
|
-$32.7K
|
-475
|
-5%
|
|
|
366
|
Sunesis Advisors
Overland Park,
Kansas
|
$682K
|
–
|
–
|
–
|
|
|
367
|
Charles Schwab Trust
Henderson,
Nevada
|
$671K
|
+$659K
|
+9,561
|
New
|
|
|
368
|
EP Wealth Advisors
Torrance,
California
|
$668K
|
-$72K
|
-1,044
|
-10%
|
|
|
369
|
Simplex Trading
Chicago,
Illinois
|
$667K
|
+$375K
|
+5,442
|
+134%
|
|
|
370
|
Avity Investment Management
Greenwich,
Connecticut
|
$667K
|
+$655K
|
+9,500
|
New
|
|
|
371
|
Union Bancaire Privee
Geneva 1,
Switzerland
|
$659K
|
-$269K
|
-3,898
|
-29%
|
|
|
372
|
SCS Capital Management
Boston,
Massachusetts
|
$659K
|
+$647K
|
+9,386
|
New
|
|
|
373
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$657K
|
+$184K
|
+2,672
|
+40%
|
|
|
374
|
Yoffe Investment Management
Lemoyne,
Pennsylvania
|
$649K
|
+$483
|
+7
|
+0.1%
|
|
|
375
|
Congress Wealth Management
Boston,
Massachusetts
|
$645K
|
+$308K
|
+4,462
|
+96%
|
|
