|
201
|
Live Oak Investment Partners
Austin,
Texas
|
$1.3M
|
–
|
–
|
–
|
|
|
202
|
Truist Financial
Charlotte,
North Carolina
|
$1.28M
|
+$194K
|
+3,742
|
+17%
|
|
|
203
|
Private Ocean
San Rafael,
California
|
$1.26M
|
–
|
–
|
–
|
|
|
204
|
NTV Asset Management
Charleston,
West Virginia
|
$1.22M
|
+$104K
|
+2,000
|
+9%
|
|
|
205
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$1.17M
|
+$1.22M
|
+23,485
|
New
|
|
|
206
|
Mutual Advisors
Omaha,
Nebraska
|
$1.16M
|
-$302K
|
-5,810
|
-20%
|
|
|
207
|
Ascent Group
Virginia Beach,
Virginia
|
$1.16M
|
+$1.19M
|
+22,997
|
New
|
|
|
208
|
DFPG Investments
Sandy,
Utah
|
$1.15M
|
+$356K
|
+6,853
|
+43%
|
|
|
209
|
Confluence Investment Management
St. Louis,
Missouri
|
$1.15M
|
+$1.2M
|
+23,081
|
New
|
|
|
210
|
Comerica Bank
Dallas,
Texas
|
$1.14M
|
+$1.19M
|
+22,936
|
New
|
|
|
211
|
Panoramic Investment Advisors
Denver,
Colorado
|
$1.11M
|
+$1.16M
|
+22,358
|
New
|
|
|
212
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$1.11M
|
+$1.15M
|
+22,218
|
New
|
|
|
213
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$1.09M
|
+$23.8K
|
+458
|
+2%
|
|
|
214
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$1.08M
|
+$1.13M
|
+21,742
|
New
|
|
|
215
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$1.07M
|
-$255K
|
-4,914
|
-19%
|
|
|
216
|
Clearstead Advisors
Cleveland,
Ohio
|
$1.07M
|
+$83K
|
+1,600
|
+8%
|
|
|
217
|
Stelac Advisory Services
New York
|
$1.04M
|
-$2.08K
|
-40
|
-0.2%
|
|
|
218
|
Private Advisor Group
Morristown,
New Jersey
|
$1.02M
|
-$128K
|
-2,464
|
-11%
|
|
|
219
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$1.01M
|
+$324K
|
+6,245
|
+44%
|
|
|
220
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$1.01M
|
+$1.05M
|
+20,256
|
New
|
|
|
221
|
Caxton Associates (New York)
New York
|
$1.01M
|
–
|
–
|
–
|
|
|
222
|
Franklin Resources
San Mateo,
California
|
$1M
|
+$1.05M
|
+20,156
|
New
|
|
|
223
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$985K
|
-$844K
|
-16,257
|
-45%
|
|
|
224
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$977K
|
–
|
–
|
–
|
|
|
225
|
Partners in Financial Planning
Salem,
Virginia
|
$960K
|
+$133K
|
+2,559
|
+15%
|
|
