|
501
|
Grove Bank & Trust
Miami,
Florida
|
$405K
|
-$15.5K
|
-28
|
-4%
|
|
|
502
|
Charles Schwab
San Francisco,
California
|
$402K
|
-$91.5K
|
-165
|
-20%
|
|
|
503
|
Argent Trust Co
Nashville,
Tennessee
|
$401K
|
–
|
–
|
–
|
|
|
504
|
Fiduciary Trust
Boston,
Massachusetts
|
$401K
|
–
|
–
|
–
|
|
|
505
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$394K
|
–
|
–
|
–
|
|
|
506
|
Asset Dedication LLC
San Francisco,
California
|
$391K
|
-$43.8K
|
-79
|
-11%
|
|
|
507
|
Advisory Research
Chicago,
Illinois
|
$390K
|
-$42.2K
|
-76
|
-11%
|
|
|
508
|
Shilanski & Associates
Anchorage,
Alaska
|
$390K
|
-$2.22K
|
-4
|
-0.6%
|
|
|
509
|
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
|
$386K
|
+$3.33K
|
+6
|
+1%
|
|
|
510
|
Palladiem
Bryn Mawr,
Pennsylvania
|
$378K
|
–
|
–
|
–
|
|
|
511
|
TD Private Client Wealth
New York
|
$377K
|
+$288K
|
+520
|
+571%
|
|
|
512
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$375K
|
+$337K
|
+608
|
New
|
|
|
513
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$375K
|
+$337K
|
+608
|
New
|
|
|
514
|
Prudent Man Advisors
Naperville,
Illinois
|
$374K
|
-$42.7K
|
-77
|
-11%
|
|
|
515
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$374K
|
+$58.8K
|
+106
|
+21%
|
|
|
516
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$370K
|
–
|
–
|
–
|
|
|
517
|
Southport Capital Management
Chattanooga,
Tennessee
|
$367K
|
-$16.6K
|
-30
|
-5%
|
|
|
518
|
IHT Wealth Management
Chicago,
Illinois
|
$366K
|
-$13.9K
|
-25
|
-4%
|
|
|
519
|
LifePro Asset Management
San Diego,
California
|
$365K
|
–
|
–
|
–
|
|
|
520
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$362K
|
+$178K
|
+321
|
+133%
|
|
|
521
|
Matrix Private Capital Group
New York
|
$360K
|
+$11.6K
|
+21
|
+4%
|
|
|
522
|
9258 Wealth Management
Blue Ash,
Ohio
|
$356K
|
+$16.1K
|
+29
|
+5%
|
|
|
523
|
Great Diamond Partners
Portland,
Maine
|
$355K
|
-$67.1K
|
-121
|
-17%
|
|
|
524
|
Caldwell Trust
Venice,
Florida
|
$355K
|
–
|
–
|
–
|
|
|
525
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$353K
|
–
|
–
|
–
|
|
