|
351
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$460K
|
–
|
–
|
–
|
|
|
352
|
Parkwood LLC
Cleveland,
Ohio
|
$456K
|
+$98.8K
|
+2,766
|
+28%
|
|
|
353
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$454K
|
-$361K
|
-10,122
|
-44%
|
|
|
354
|
IFP Advisors
Tampa,
Florida
|
$447K
|
+$444K
|
+12,436
|
New
|
|
|
355
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$447K
|
+$445K
|
+12,460
|
New
|
|
|
356
|
Davenport & Co
Richmond,
Virginia
|
$446K
|
–
|
–
|
–
|
|
|
357
|
ClearArc Capital
Cincinnati,
Ohio
|
$446K
|
+$4.25K
|
+119
|
+1%
|
|
|
358
|
SFE Investment Counsel
Los Angeles,
California
|
$442K
|
–
|
–
|
–
|
|
|
359
|
|
$426K
|
+$424K
|
+11,884
|
New
|
|
|
360
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$425K
|
-$5.36K
|
-150
|
-1%
|
|
|
361
|
Advisors Management Group
La Crosse,
Wisconsin
|
$425K
|
+$422K
|
+11,824
|
New
|
|
|
362
|
Levin Capital Strategies
New York
|
$421K
|
-$30.9K
|
-866
|
-7%
|
|
|
363
|
Beacon Trust
Morristown,
New Jersey
|
$417K
|
–
|
–
|
–
|
|
|
364
|
KCM Investment Advisors
Greenbrae,
California
|
$412K
|
+$179K
|
+5,000
|
+77%
|
|
|
365
|
HWG Holdings
Houston,
Texas
|
$412K
|
+$409K
|
+11,466
|
New
|
|
|
366
|
Dynamic Capital Management
St. Helier,
Jersey
|
$409K
|
+$407K
|
+11,400
|
New
|
|
|
367
|
Concert Wealth Management
San Jose,
California
|
$407K
|
-$6.86K
|
-192
|
-2%
|
|
|
368
|
Daiwa Securities Group
Tokyo,
Japan
|
$406K
|
–
|
–
|
–
|
|
|
369
|
Goelzer Investment Management
Carmel,
Indiana
|
$406K
|
+$403K
|
+11,300
|
New
|
|
|
370
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$403K
|
-$34.8K
|
-976
|
-8%
|
|
|
371
|
Constellation Investments
Montgomery,
Ohio
|
$399K
|
+$7.14K
|
+200
|
+2%
|
|
|
372
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$392K
|
+$1.28K
|
+36
|
+0.3%
|
|
|
373
|
North Point Portfolio Managers
Orange Village,
Ohio
|
$389K
|
–
|
–
|
–
|
|
|
374
|
South Dakota Investment Council
Sioux Falls,
South Dakota
|
$388K
|
–
|
–
|
–
|
|
|
375
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$387K
|
+$385K
|
+10,777
|
New
|
|
