|
501
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$707K
|
–
|
–
|
–
|
|
|
502
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$700K
|
–
|
–
|
–
|
|
|
503
|
Brown Advisory Securities
Baltimore,
Maryland
|
$699K
|
-$41.4K
|
-400
|
-5%
|
|
|
504
|
Clearstead Advisors
Cleveland,
Ohio
|
$697K
|
-$60.2K
|
-581
|
-8%
|
|
|
505
|
Capital Investment Advisors
Atlanta,
Georgia
|
$694K
|
+$28.2K
|
+272
|
+4%
|
|
|
506
|
Colony Group
Boston,
Massachusetts
|
$673K
|
+$73.3K
|
+708
|
+12%
|
|
|
507
|
American National Bank & Trust
Wichita Falls,
Texas
|
$655K
|
-$60.1K
|
-580
|
-8%
|
|
|
508
|
Lawson Kroeker Investment Management
Omaha,
Nebraska
|
$645K
|
–
|
–
|
–
|
|
|
509
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$642K
|
-$39K
|
-377
|
-6%
|
|
|
510
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$639K
|
-$31.1K
|
-300
|
-5%
|
|
|
511
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$639K
|
–
|
–
|
–
|
|
|
512
|
AE Wealth Management
Topeka,
Kansas
|
$639K
|
+$25.3K
|
+244
|
+4%
|
|
|
513
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$634K
|
–
|
–
|
–
|
|
|
514
|
Blue Chip Wealth Management
Miami Beach,
Florida
|
$629K
|
+$2.8K
|
+27
|
+0.4%
|
|
|
515
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$619K
|
–
|
–
|
–
|
|
|
516
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$614K
|
–
|
–
|
–
|
|
|
517
|
Welch Group
Birmingham,
Alabama
|
$612K
|
-$1.76K
|
-17
|
-0.3%
|
|
|
518
|
Biltmore Family Office
Charlotte,
North Carolina
|
$612K
|
–
|
–
|
–
|
|
|
519
|
Dupont Capital Management
Wilmington,
Delaware
|
$610K
|
+$230K
|
+2,224
|
+58%
|
|
|
520
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$603K
|
–
|
–
|
–
|
|
|
521
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$602K
|
+$619K
|
+5,976
|
New
|
|
|
522
|
Pearl River Capital
Niles,
Michigan
|
$602K
|
+$620K
|
+5,984
|
New
|
|
|
523
|
Palladium Partners
Norfolk,
Virginia
|
$600K
|
-$114K
|
-1,096
|
-16%
|
|
|
524
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$597K
|
-$6.32K
|
-61
|
-1%
|
|
|
525
|
|
$597K
|
-$5.18K
|
-50
|
-0.8%
|
|
