|
1001
|
SouthState Corp
Winter Haven,
Florida
|
$779K
|
-$14.5K
|
-273
|
-2%
|
|
|
1002
|
Brown Brothers Harriman & Co
New York
|
$779K
|
–
|
–
|
–
|
|
|
1003
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$777K
|
-$25.7K
|
-483
|
-3%
|
|
|
1004
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$777K
|
+$15.6K
|
+293
|
+2%
|
|
|
1005
|
SBI Securities
Tokyo,
Japan
|
$776K
|
-$25.9K
|
-486
|
-3%
|
|
|
1006
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$776K
|
-$137K
|
-2,570
|
-15%
|
|
|
1007
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$776K
|
–
|
–
|
–
|
|
|
1008
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$770K
|
-$104K
|
-1,950
|
-12%
|
|
|
1009
|
Copia Wealth Management
Bend,
Oregon
|
$768K
|
-$45.9K
|
-862
|
-6%
|
|
|
1010
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$768K
|
+$7.99K
|
+150
|
+1%
|
|
|
1011
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$767K
|
-$43.4K
|
-815
|
-6%
|
|
|
1012
|
TD Asset Management
Toronto,
Ontario, Canada
|
$763K
|
-$3.09K
|
-58
|
-0.4%
|
|
|
1013
|
Cassady Wealth & Retirement Planning
Henderson,
Nevada
|
$760K
|
+$739K
|
+13,870
|
New
|
|
|
1014
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$759K
|
+$11K
|
+207
|
+2%
|
|
|
1015
|
True Vision MN
Woodbury,
Minnesota
|
$758K
|
+$10K
|
+188
|
+1%
|
|
|
1016
|
Quadcap Wealth Management
Frisco,
Texas
|
$755K
|
-$39.1K
|
-734
|
-5%
|
|
|
1017
|
Russell Investments Group
London,
United Kingdom
|
$755K
|
+$24.2K
|
+455
|
+3%
|
|
|
1018
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$754K
|
+$25.2K
|
+473
|
+4%
|
|
|
1019
|
MCF Advisors
Covington,
Kentucky
|
$752K
|
+$5.33K
|
+100
|
+0.7%
|
|
|
1020
|
Bulwark Capital
Fernandina Beach,
Florida
|
$749K
|
–
|
–
|
–
|
|
|
1021
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$748K
|
+$10.2K
|
+191
|
+1%
|
|
|
1022
|
Avidian Wealth Enterprises
Houston,
Texas
|
$747K
|
-$336K
|
-6,298
|
-32%
|
|
|
1023
|
Nolet Wealth Management
Fort Worth,
Texas
|
$746K
|
+$726K
|
+13,624
|
New
|
|
|
1024
|
OneAscent Family Office
Birmingham,
Alabama
|
$744K
|
+$2.29K
|
+43
|
+0.3%
|
|
|
1025
|
Essex Savings Bank
Essex,
Connecticut
|
$744K
|
+$724K
|
+13,581
|
New
|
|
