|
151
|
Windham Capital Management
Boston,
Massachusetts
|
$1.85M
|
-$140K
|
-5,647
|
-7%
|
|
|
152
|
ProVise Management Group
Clearwater,
Florida
|
$1.84M
|
-$793K
|
-31,972
|
-30%
|
|
|
153
|
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
|
$1.76M
|
+$64.5K
|
+2,600
|
+4%
|
|
|
154
|
Nuveen
Charlotte,
North Carolina
|
$1.72M
|
+$1.24M
|
+50,000
|
+263%
|
|
|
155
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.7M
|
+$309K
|
+12,450
|
+22%
|
|
|
156
|
IFC Holdings
Tampa,
Florida
|
$1.7M
|
+$178K
|
+7,181
|
+12%
|
|
|
157
|
SouthState Corp
Winter Haven,
Florida
|
$1.66M
|
+$1.36M
|
+55,015
|
+474%
|
|
|
158
|
Discretionary Management Services
Merriam,
Kansas
|
$1.6M
|
+$391K
|
+15,750
|
+33%
|
|
|
159
|
Grisanti Capital Management
New York
|
$1.51M
|
+$227K
|
+9,165
|
+18%
|
|
|
160
|
First Horizon Advisors
Memphis,
Tennessee
|
$1.51M
|
+$218K
|
+8,799
|
+17%
|
|
|
161
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.5M
|
+$1.02M
|
+40,944
|
+213%
|
|
|
162
|
CIBC World Market
Toronto,
Ontario, Canada
|
$1.41M
|
+$630K
|
+25,392
|
+81%
|
|
|
163
|
Destination Wealth Management
Walnut Creek,
California
|
$1.38M
|
+$7.04K
|
+284
|
+0.5%
|
|
|
164
|
Blue Fin Capital
Warren,
Rhode Island
|
$1.3M
|
+$1.3M
|
+52,235
|
New
|
|
|
165
|
Commerce Bank
Kansas City,
Missouri
|
$1.3M
|
+$1.29M
|
+52,190
|
New
|
|
|
166
|
Highmount Capital
New York
|
$1.29M
|
+$389K
|
+15,675
|
+43%
|
|
|
167
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.28M
|
-$38.7K
|
-1,559
|
-3%
|
|
|
168
|
Cetera Advisors
Denver,
Colorado
|
$1.28M
|
+$220K
|
+8,858
|
+21%
|
|
|
169
|
Visionary Asset Management
Houston,
Texas
|
$1.27M
|
+$1.27M
|
+51,114
|
New
|
|
|
170
|
Paradigm Financial Advisors
Des Peres,
Missouri
|
$1.27M
|
+$1.26M
|
+50,936
|
New
|
|
|
171
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$1.18M
|
+$174K
|
+7,000
|
+17%
|
|
|
172
|
Barclays
London,
United Kingdom
|
$1.16M
|
-$422K
|
-17,029
|
-26%
|
|
|
173
|
Blue Edge Capital
Richmond,
Virginia
|
$1.11M
|
+$1.11M
|
+44,612
|
New
|
|
|
174
|
New Vernon Investment Management
Highland Park,
Illinois
|
$1.06M
|
–
|
–
|
–
|
|
|
175
|
SVA Wealth Management
Madison,
Wisconsin
|
$1.05M
|
+$1.05M
|
+42,300
|
New
|
|
