|
351
|
Private Trust Company
Cleveland,
Ohio
|
$669K
|
+$112K
|
+624
|
+21%
|
|
|
352
|
Davenport & Co
Richmond,
Virginia
|
$654K
|
+$620K
|
+3,467
|
New
|
|
|
353
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$652K
|
-$594K
|
-3,322
|
-49%
|
|
|
354
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$636K
|
-$1.25K
|
-7
|
-0.2%
|
|
|
355
|
American Financial Group
Cincinnati,
Ohio
|
$636K
|
–
|
–
|
–
|
|
|
356
|
Tocqueville Asset Management
New York
|
$627K
|
–
|
–
|
–
|
|
|
357
|
Cornercap Investment Counsel
Atlanta,
Georgia
|
$610K
|
+$75.7K
|
+423
|
+15%
|
|
|
358
|
Rockland Trust
Hanover,
Massachusetts
|
$610K
|
+$112K
|
+625
|
+24%
|
|
|
359
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$609K
|
–
|
–
|
–
|
|
|
360
|
Aureus Asset Management
Boston,
Massachusetts
|
$599K
|
+$568K
|
+3,175
|
New
|
|
|
361
|
Truist Financial
Charlotte,
North Carolina
|
$599K
|
+$568K
|
+3,175
|
New
|
|
|
362
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$598K
|
+$304K
|
+1,700
|
+116%
|
|
|
363
|
Geneos Wealth Management
Englewood,
Colorado
|
$590K
|
+$557K
|
+3,111
|
New
|
|
|
364
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$580K
|
-$606K
|
-3,384
|
-52%
|
|
|
365
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$580K
|
-$606K
|
-3,384
|
-52%
|
|
|
366
|
Prospera Financial Services
Dallas,
Texas
|
$569K
|
+$106K
|
+593
|
+24%
|
|
|
367
|
Paradigm Financial Advisors
Des Peres,
Missouri
|
$558K
|
+$1.61K
|
+9
|
+0.3%
|
|
|
368
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$554K
|
-$28.6K
|
-160
|
-5%
|
|
|
369
|
Asset Dedication LLC
San Francisco,
California
|
$552K
|
-$17.4K
|
-97
|
-3%
|
|
|
370
|
WesBanco Bank
Wheeling,
West Virginia
|
$548K
|
-$338K
|
-1,888
|
-39%
|
|
|
371
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$541K
|
+$100K
|
+560
|
+24%
|
|
|
372
|
GW & Wade
Wellesley,
Massachusetts
|
$536K
|
-$298K
|
-1,668
|
-37%
|
|
|
373
|
Buffington Mohr McNeal
Boise,
Idaho
|
$515K
|
+$53.9K
|
+301
|
+12%
|
|
|
374
|
|
$510K
|
-$12.9K
|
-72
|
-3%
|
|
|
375
|
Mission Wealth Management
Santa Barbara,
California
|
$507K
|
+$148K
|
+826
|
+44%
|
|
