|
301
|
Atria Wealth Solutions
New York
|
$691K
|
-$148K
|
-2,686
|
-16%
|
|
|
302
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$670K
|
-$816K
|
-14,825
|
-51%
|
|
|
303
|
Fort Point Capital Partners
San Francisco,
California
|
$666K
|
+$13.8K
|
+251
|
+2%
|
|
|
304
|
First United Bank & Trust
Oakland,
Maryland
|
$650K
|
-$71.5K
|
-1,300
|
-9%
|
|
|
305
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$650K
|
+$14.9K
|
+271
|
+2%
|
|
|
306
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$642K
|
+$102K
|
+1,850
|
+16%
|
|
|
307
|
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
|
$641K
|
-$280K
|
-5,084
|
-28%
|
|
|
308
|
Scotia Capital
Toronto,
Ontario, Canada
|
$640K
|
+$16.8K
|
+305
|
+2%
|
|
|
309
|
Apexium Financial
Dallas,
Texas
|
$638K
|
+$733K
|
+13,320
|
New
|
|
|
310
|
KeyBank National Association
Cleveland,
Ohio
|
$628K
|
+$90.3K
|
+1,641
|
+14%
|
|
|
311
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$620K
|
+$116K
|
+2,100
|
+19%
|
|
|
312
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$617K
|
-$19.1K
|
-348
|
-3%
|
|
|
313
|
Loudon Investment Management
West Lebanon,
New Hampshire
|
$613K
|
-$327K
|
-5,941
|
-32%
|
|
|
314
|
Centaurus Financial
Anaheim,
California
|
$612K
|
+$277K
|
+5,032
|
+65%
|
|
|
315
|
Belpointe Asset Management
Reno,
Nevada
|
$597K
|
-$27.9K
|
-507
|
-4%
|
|
|
316
|
Cerity Partners OCIO
New York
|
$595K
|
+$200K
|
+3,632
|
+41%
|
|
|
317
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$591K
|
+$41.2K
|
+749
|
+6%
|
|
|
318
|
Kessler Investment Group
Columbus,
Indiana
|
$589K
|
-$22.9K
|
-417
|
-3%
|
|
|
319
|
Country Trust Bank
Bloomington,
Illinois
|
$588K
|
-$9.63K
|
-175
|
-1%
|
|
|
320
|
Canton Hathaway
Providence,
Rhode Island
|
$584K
|
–
|
–
|
–
|
|
|
321
|
ARS Investment Partners
New York
|
$581K
|
+$31.9K
|
+580
|
+5%
|
|
|
322
|
Cladis Investment Advisory
Billings,
Montana
|
$540K
|
-$54.6K
|
-993
|
-8%
|
|
|
323
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$538K
|
-$48.4K
|
-879
|
-7%
|
|
|
324
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$533K
|
+$612K
|
+11,129
|
New
|
|
|
325
|
Global Retirement Partners
San Rafael,
California
|
$524K
|
+$319K
|
+5,807
|
+115%
|
|
