|
126
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$903K
|
–
|
–
|
–
|
|
|
127
|
Harborview Advisors
Portland,
Maine
|
$854K
|
-$99.3K
|
-2,896
|
-10%
|
|
|
128
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$850K
|
-$115K
|
-3,359
|
-12%
|
|
|
129
|
American Portfolios Advisors
Holbrook,
New York
|
$815K
|
+$106K
|
+3,088
|
+14%
|
|
|
130
|
William Blair & Company
Chicago,
Illinois
|
$788K
|
-$13.7K
|
-400
|
-5%
|
|
|
131
|
Pinnacle Associates
New York
|
$785K
|
-$150K
|
-4,376
|
-15%
|
|
|
132
|
IMS Capital Management
Portland,
Oregon
|
$761K
|
+$826K
|
+24,075
|
New
|
|
|
133
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$739K
|
-$18.9K
|
-550
|
-2%
|
|
|
134
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$695K
|
+$107K
|
+3,118
|
+17%
|
|
|
135
|
Raymond James Trust
St. Petersburg,
Florida
|
$688K
|
+$20.3K
|
+591
|
+3%
|
|
|
136
|
Creative Financial Designs
Kokomo,
Indiana
|
$674K
|
-$22.6K
|
-658
|
-3%
|
|
|
137
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$671K
|
+$62.8K
|
+1,831
|
+9%
|
|
|
138
|
Biondo Investment Advisors
Milford,
Pennsylvania
|
$642K
|
-$25.4K
|
-740
|
-4%
|
|
|
139
|
Vicus Capital
State College,
Pennsylvania
|
$611K
|
-$32.2K
|
-939
|
-5%
|
|
|
140
|
Chemical Bank
Detroit,
Michigan
|
$598K
|
+$60.8K
|
+1,773
|
+10%
|
|
|
141
|
Institute for Wealth Management
Denver,
Colorado
|
$595K
|
+$16.9K
|
+493
|
+3%
|
|
|
142
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$577K
|
+$626K
|
+18,242
|
New
|
|
|
143
|
SignalPoint Asset Management
Springfield,
Missouri
|
$564K
|
+$58K
|
+1,691
|
+11%
|
|
|
144
|
Sunbelt Securities
Houston,
Texas
|
$563K
|
-$10.3K
|
-300
|
-2%
|
|
|
145
|
SouthState Corp
Winter Haven,
Florida
|
$561K
|
–
|
–
|
–
|
|
|
146
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$558K
|
+$34.3K
|
+1,000
|
+6%
|
|
|
147
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$556K
|
+$290K
|
+8,469
|
+93%
|
|
|
148
|
Wambolt & Associates
Littleton,
Colorado
|
$539K
|
+$585K
|
+17,053
|
New
|
|
|
149
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$521K
|
-$23K
|
-671
|
-4%
|
|
|
150
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$517K
|
–
|
–
|
–
|
|
