|
126
|
Truist Financial
Charlotte,
North Carolina
|
$771K
|
+$3.12K
|
+130
|
+0.4%
|
|
|
127
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$763K
|
+$721K
|
+30,000
|
New
|
|
|
128
|
United Capital Financial Advisors
Irving,
Texas
|
$745K
|
+$371K
|
+15,448
|
+112%
|
|
|
129
|
D.A. Davidson & Co
Great Falls,
Montana
|
$740K
|
-$71.1K
|
-2,960
|
-9%
|
|
|
130
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$738K
|
+$10.7K
|
+445
|
+2%
|
|
|
131
|
MAI Capital Management
Independence,
Ohio
|
$721K
|
+$937
|
+39
|
+0.1%
|
|
|
132
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$718K
|
–
|
–
|
–
|
|
|
133
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$707K
|
–
|
–
|
–
|
|
|
134
|
Franklin Resources
San Mateo,
California
|
$680K
|
+$25.6K
|
+1,064
|
+4%
|
|
|
135
|
|
$666K
|
-$93.9K
|
-3,909
|
-13%
|
|
|
136
|
|
$664K
|
-$640K
|
-26,628
|
-50%
|
|
|
137
|
Sippican Capital Advisors
Boston,
Massachusetts
|
$642K
|
-$35.9K
|
-1,495
|
-6%
|
|
|
138
|
Northeast Financial Consultants
Westport,
Connecticut
|
$638K
|
-$76.9K
|
-3,200
|
-11%
|
|
|
139
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$632K
|
+$193K
|
+8,012
|
+48%
|
|
|
140
|
Moody National Bank Trust Division
Galveston,
Texas
|
$587K
|
–
|
–
|
–
|
|
|
141
|
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
|
$584K
|
–
|
–
|
–
|
|
|
142
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$584K
|
+$552K
|
+22,974
|
New
|
|
|
143
|
Bessemer Group
Woodbridge,
New Jersey
|
$577K
|
–
|
–
|
–
|
|
|
144
|
Envestnet Asset Management
Chicago,
Illinois
|
$574K
|
+$279K
|
+11,614
|
+106%
|
|
|
145
|
Salient Capital Advisors
Houston,
Texas
|
$571K
|
-$1.16M
|
-48,234
|
-68%
|
|
|
146
|
American Assets Investment Management
San Diego,
California
|
$559K
|
–
|
–
|
–
|
|
|
147
|
IFP Advisors
Tampa,
Florida
|
$558K
|
-$15.5K
|
-647
|
-3%
|
|
|
148
|
Global Endowment Management
Charlotte,
North Carolina
|
$545K
|
–
|
–
|
–
|
|
|
149
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$530K
|
+$10.4K
|
+431
|
+2%
|
|
|
150
|
Accredited Investors
Edina,
Minnesota
|
$509K
|
-$36.3K
|
-1,509
|
-7%
|
|
