|
1501
|
PGIM Custom Harvest
Newark,
New Jersey
|
$1.71M
|
–
|
–
|
–
|
|
|
1502
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$1.7M
|
-$19.3K
|
-337
|
-1%
|
|
|
1503
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$1.7M
|
-$127K
|
-2,221
|
-7%
|
|
|
1504
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$1.7M
|
+$299K
|
+5,203
|
+21%
|
|
|
1505
|
Comerica Securities
Detroit,
Michigan
|
$1.69M
|
-$349K
|
-6,073
|
-17%
|
|
|
1506
|
RDA Financial Network
Akron,
Iowa
|
$1.69M
|
-$47.8K
|
-833
|
-3%
|
|
|
1507
|
Members Trust
Tampa,
Florida
|
$1.69M
|
-$83.2K
|
-1,450
|
-5%
|
|
|
1508
|
Curi RMB Capital
Chicago,
Illinois
|
$1.68M
|
-$1.68M
|
-29,268
|
-49%
|
|
|
1509
|
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
|
$1.68M
|
–
|
–
|
–
|
|
|
1510
|
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
|
$1.68M
|
–
|
–
|
–
|
|
|
1511
|
Weld Capital Management
New York
|
$1.67M
|
+$1.71M
|
+29,865
|
New
|
|
|
1512
|
Martin & Co
Knoxville,
Tennessee
|
$1.67M
|
-$73K
|
-1,272
|
-4%
|
|
|
1513
|
American National Registered Investment Advisor
Galveston,
Texas
|
$1.67M
|
-$10.9K
|
-190
|
-0.6%
|
|
|
1514
|
Westshore Wealth
Newport Beach,
California
|
$1.66M
|
+$24.9K
|
+434
|
+1%
|
|
|
1515
|
Covenant Asset Management
Chester,
New Jersey
|
$1.66M
|
-$86.1K
|
-1,500
|
-5%
|
|
|
1516
|
Family Legacy Inc
Greenville,
South Carolina
|
$1.66M
|
+$7K
|
+122
|
+0.4%
|
|
|
1517
|
Summit Securities Group
New York
|
$1.66M
|
+$1.7M
|
+29,671
|
New
|
|
|
1518
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$1.66M
|
+$39.5K
|
+689
|
+2%
|
|
|
1519
|
Altium Wealth Management
Purchase,
New York
|
$1.66M
|
-$485K
|
-8,450
|
-22%
|
|
|
1520
|
Holocene Advisors
New York
|
$1.65M
|
-$5.38M
|
-93,726
|
-76%
|
|
|
1521
|
Telemus Capital
Southfield,
Michigan
|
$1.65M
|
-$1.14M
|
-19,805
|
-40%
|
|
|
1522
|
Alexandria Capital
Arlington,
Virginia
|
$1.65M
|
-$3.33K
|
-58
|
-0.2%
|
|
|
1523
|
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
|
$1.65M
|
+$27.3K
|
+476
|
+2%
|
|
|
1524
|
Graypoint LLC
Albany,
New York
|
$1.64M
|
-$28.1K
|
-490
|
-2%
|
|
|
1525
|
Altavista Wealth Management
Asheville,
North Carolina
|
$1.64M
|
-$26.3K
|
-458
|
-2%
|
|
