|
126
|
Clearstead Trust
Portland,
Maine
|
$405K
|
–
|
–
|
–
|
|
|
127
|
Veritable
Wilmington,
Delaware
|
$402K
|
–
|
–
|
–
|
|
|
128
|
Fiduciary Trust
Boston,
Massachusetts
|
$375K
|
–
|
–
|
–
|
|
|
129
|
Pacifica Partners
Surrey,
Canada
|
$366K
|
+$15.7K
|
+557
|
+5%
|
|
|
130
|
Clearstead Advisors
Cleveland,
Ohio
|
$360K
|
-$23.6K
|
-838
|
-7%
|
|
|
131
|
Nexpoint Asset Management
Dallas,
Texas
|
$359K
|
+$321K
|
+11,400
|
New
|
|
|
132
|
Beacon Investment Advisors
Gaithersburg,
Maryland
|
$344K
|
+$2.71K
|
+96
|
+0.9%
|
|
|
133
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$336K
|
+$22.3K
|
+791
|
+8%
|
|
|
134
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$321K
|
-$26.5K
|
-940
|
-8%
|
|
|
135
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$303K
|
–
|
–
|
–
|
|
|
136
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$302K
|
+$271K
|
+9,599
|
New
|
|
|
137
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$292K
|
+$261K
|
+9,262
|
New
|
|
|
138
|
|
$286K
|
-$1.39M
|
-49,192
|
-84%
|
|
|
139
|
TIAA FSB
Jacksonville,
Florida
|
$279K
|
–
|
–
|
–
|
|
|
140
|
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
|
$277K
|
-$14.1K
|
-500
|
-5%
|
|
|
141
|
Creative Planning
Overland Park,
Kansas
|
$270K
|
+$16.8K
|
+596
|
+7%
|
|
|
142
|
Tandem Capital Management
Woodcliff Lake,
New Jersey
|
$267K
|
–
|
–
|
–
|
|
|
143
|
XTX Topco
George Town,
Cayman Islands
|
$243K
|
-$21.2K
|
-753
|
-9%
|
|
|
144
|
Belpointe Asset Management
Reno,
Nevada
|
$228K
|
+$43.1K
|
+1,529
|
+27%
|
|
|
145
|
BNP Paribas Financial Markets
Paris,
France
|
$226K
|
+$135K
|
+4,787
|
+200%
|
|
|
146
|
Cadence Bank
Tupelo,
Mississippi
|
$223K
|
+$200K
|
+7,078
|
New
|
|
|
147
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$223K
|
+$200K
|
+7,086
|
New
|
|
|
148
|
O'Rourke & Company
Boston,
Massachusetts
|
$219K
|
-$28.1K
|
-995
|
-13%
|
|
|
149
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
$214K
|
+$192K
|
+6,800
|
New
|
|
|
150
|
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
|
$212K
|
+$190K
|
+6,738
|
New
|
|
