|
451
|
Caldwell Trust
Venice,
Florida
|
$100K
|
–
|
–
|
–
|
|
|
452
|
WhitTier Trust Company
Reno,
Nevada
|
$100K
|
–
|
–
|
–
|
|
|
453
|
|
$90K
|
–
|
–
|
–
|
|
|
454
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$89K
|
-$5.3K
|
-80
|
-6%
|
|
|
455
|
Montag & Associates
Atlanta,
Georgia
|
$87K
|
–
|
–
|
–
|
|
|
456
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$86.4K
|
-$26.5K
|
-400
|
-25%
|
|
|
457
|
Bartlett & Co
Cincinnati,
Ohio
|
$86K
|
-$26.5K
|
-400
|
-25%
|
|
|
458
|
Manchester Capital Management
Manchester,
Vermont
|
$86K
|
–
|
–
|
–
|
|
|
459
|
Legacy Bridge
West Des Moines,
Iowa
|
$85K
|
–
|
–
|
–
|
|
|
460
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$81K
|
+$18K
|
+272
|
+32%
|
|
|
461
|
American Research & Management Company
Marion,
Massachusetts
|
$77K
|
–
|
–
|
–
|
|
|
462
|
Steward Partners Investment Advisory
New York
|
$75.8K
|
+$56.8K
|
+858
|
+429%
|
|
|
463
|
Financial Management Professionals
Austin,
Texas
|
$69K
|
+$3.44K
|
+52
|
+6%
|
|
|
464
|
First Command Bank
Fort Worth,
Texas
|
$64K
|
–
|
–
|
–
|
|
|
465
|
First Command Financial Services
Fort Worth,
Texas
|
$64K
|
–
|
–
|
–
|
|
|
466
|
Zions Bancorporation
Salt Lake City,
Utah
|
$62K
|
-$5.3K
|
-80
|
-8%
|
|
|
467
|
Tradewinds Capital Management
Bellingham,
Washington
|
$62K
|
–
|
–
|
–
|
|
|
468
|
Berman Capital Advisors
Atlanta,
Georgia
|
$61K
|
+$861
|
+13
|
+2%
|
|
|
469
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$54K
|
-$22K
|
-333
|
-31%
|
|
|
470
|
Clearstead Advisors
Cleveland,
Ohio
|
$50K
|
–
|
–
|
–
|
|
|
471
|
First Horizon Advisors
Memphis,
Tennessee
|
$47K
|
–
|
–
|
–
|
|
|
472
|
Duncker Streett & Co
St. Louis,
Missouri
|
$45K
|
–
|
–
|
–
|
|
|
473
|
CX Institutional
Auburn,
Indiana
|
$44K
|
+$9.8K
|
+148
|
+32%
|
|
|
474
|
Liberty Wealth Management
Oakland,
California
|
$38K
|
–
|
–
|
–
|
|
|
475
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$38K
|
–
|
–
|
–
|
|
