|
501
|
Cypress Wealth Services
Palm Desert,
California
|
$261K
|
–
|
–
|
–
|
|
|
502
|
Capital Bank & Trust
Irvine,
California
|
$259K
|
–
|
–
|
–
|
|
|
503
|
Gideon Capital Advisors
New York
|
$259K
|
+$26.4K
|
+263
|
+12%
|
|
|
504
|
Bremer Bank National Association
St Paul,
Minnesota
|
$259K
|
+$220K
|
+2,196
|
New
|
|
|
505
|
Tiverton Asset Management
Wilimington,
Delaware
|
$258K
|
+$25.7K
|
+256
|
+11%
|
|
|
506
|
AE Wealth Management
Topeka,
Kansas
|
$258K
|
+$31.5K
|
+314
|
+14%
|
|
|
507
|
|
$257K
|
+$249K
|
+2,480
|
New
|
|
|
508
|
Mission Wealth Management
Santa Barbara,
California
|
$256K
|
+$100
|
+1
|
+0%
|
|
|
509
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$254K
|
-$54.5K
|
-543
|
-18%
|
|
|
510
|
Park Avenue Securities
New York
|
$254K
|
+$243K
|
+2,419
|
New
|
|
|
511
|
Atria Investments
Charlotte,
North Carolina
|
$253K
|
+$245K
|
+2,441
|
New
|
|
|
512
|
Aull & Monroe Investment Management
Mobile,
Alabama
|
$248K
|
-$32.6K
|
-325
|
-12%
|
|
|
513
|
Aureus Asset Management
Boston,
Massachusetts
|
$247K
|
–
|
–
|
–
|
|
|
514
|
Profund Advisors
Bethesda,
Maryland
|
$242K
|
+$234K
|
+2,336
|
New
|
|
|
515
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$241K
|
-$6.92K
|
-69
|
-3%
|
|
|
516
|
Court Place Advisors
Ellicott City,
Maryland
|
$240K
|
–
|
–
|
–
|
|
|
517
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$239K
|
–
|
–
|
–
|
|
|
518
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$239K
|
+$232K
|
+2,312
|
New
|
|
|
519
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
|
$238K
|
-$903
|
-9
|
-0.4%
|
|
|
520
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$236K
|
-$1.71K
|
-17
|
-0.7%
|
|
|
521
|
Prelude Capital Management
New York
|
$235K
|
+$221K
|
+2,204
|
+3,673%
|
|
|
522
|
Fox Run Management
Greenwich,
Connecticut
|
$234K
|
-$42.9K
|
-428
|
-16%
|
|
|
523
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$234K
|
–
|
–
|
–
|
|
|
524
|
Segment Wealth Management
Houston,
Texas
|
$233K
|
–
|
–
|
–
|
|
|
525
|
Avalon Investment & Advisory
Houston,
Texas
|
$230K
|
-$3.12M
|
-31,064
|
-93%
|
|
