|
501
|
Steward Partners Investment Advisory
New York
|
$266K
|
+$217K
|
+1,826
|
+462%
|
|
|
502
|
Concentric Wealth Management
Lafayette,
California
|
$263K
|
–
|
–
|
–
|
|
|
503
|
LVM Capital Management
Portage,
Michigan
|
$261K
|
-$20.8K
|
-175
|
-7%
|
|
|
504
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$256K
|
+$28.6K
|
+240
|
+13%
|
|
|
505
|
Bremer Trust National Association
St. Cloud,
Minnesota
|
$255K
|
-$38.1K
|
-320
|
-13%
|
|
|
506
|
Zuckerman Investment Group
Chicago,
Illinois
|
$255K
|
–
|
–
|
–
|
|
|
507
|
iAB Financial Bank
Fort Wayne,
Indiana
|
$253K
|
+$13.5K
|
+113
|
+6%
|
|
|
508
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$252K
|
-$5.96K
|
-50
|
-2%
|
|
|
509
|
Parthenon LLC
Louisville,
Kentucky
|
$252K
|
–
|
–
|
–
|
|
|
510
|
Legacy Capital Partners
Milwaukee,
Wisconsin
|
$250K
|
–
|
–
|
–
|
|
|
511
|
Cetera Advisors
Denver,
Colorado
|
$250K
|
+$3.81K
|
+32
|
+2%
|
|
|
512
|
Geneos Wealth Management
Englewood,
Colorado
|
$249K
|
-$23.1K
|
-194
|
-9%
|
|
|
513
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$248K
|
+$17.7K
|
+149
|
+8%
|
|
|
514
|
Grimes & Company
Westborough,
Massachusetts
|
$245K
|
–
|
–
|
–
|
|
|
515
|
Howland Capital Management
Boston,
Massachusetts
|
$243K
|
+$6.07K
|
+51
|
+3%
|
|
|
516
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$242K
|
+$241K
|
+2,020
|
New
|
|
|
517
|
American Research & Management Company
Marion,
Massachusetts
|
$241K
|
–
|
–
|
–
|
|
|
518
|
Wheatland Advisors
Lancaster,
Pennsylvania
|
$241K
|
–
|
–
|
–
|
|
|
519
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
$240K
|
–
|
–
|
–
|
|
|
520
|
Shikiar Asset Management
New York
|
$240K
|
–
|
–
|
–
|
|
|
521
|
Addenda Capital
Montreal,
Quebec, Canada
|
$236K
|
–
|
–
|
–
|
|
|
522
|
HSBC Holdings
London,
United Kingdom
|
$235K
|
-$46.6K
|
-391
|
-17%
|
|
|
523
|
|
$234K
|
–
|
–
|
–
|
|
|
524
|
Burney Company
Reston,
Virginia
|
$233K
|
–
|
–
|
–
|
|
|
525
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$232K
|
-$141K
|
-1,180
|
-39%
|
|
